We help achieve Financial Goals
At Cachewise we plan to improve our clients understanding of their financial circumstances and then help them to achieve their financial goals. We take the time to analyse our client’s financial affairs and make appropriate recommendations.
Simon Makeham BFin CPA (FPS) SSA, is the principal of Cachewise. Simon Makeham is a certified practising accountant CPA, a designated Financial Planning Specialist and a member of the Self Managed Superannuation Fund Professionals Association of Australia SSA®.
Cachewise Pty Ltd holds an Australian Financial Services Licence – AFSL No. 324759.
Cachewise employs a team of trained professionals and maintains professional development standards and appropriate industry accreditations.
Cache means a hidden store of things. Superannuation and other investments could be considered a hidden store of savings.
Naturally you need all of your savings, investments and or superannuation managed so as to maximise their growth and return – Your financial assets need to be managed wisely, hence Cachewise.