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C & W Partners developed its financial planning arm in late 2000 and commenced operations in May 2001. It was after months of extensive research and visits to many Financial Planning Groups that we became licenced under Fiducian Financial Services. Fiducian allowed us to provide to clients a conservative, common sense, holistic approach to wealth management and financial planning, where the focus is purely the client and achieving their goals. They did not advertise selling investment products, but delivering wealth solutions designed to help clients achieve their goals. This appealed to us enormously and as such the relationship with Fiducian has flourished ever since.
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