15/05/2025
🤝 We’re proud to share some important news...
Calder Wealth Management Pty Ltd (CWM) is pleased to announce the acquisition of Next Step PMD Financial Planning, a Melbourne-based financial planning business. This strategic move strengthens CWM’s footprint in Victoria and supports its broader mission to deliver high-quality financial advice across Australia.
The acquisition includes the transfer of a substantial client portfolio, with Melbourne-based advisers and staff from Next Step PMD joining CWM. The transition will ensure continuity of personalised, professional advice, with minimal disruption for clients.
“We are excited to welcome the clients and team of Next Step PMD to Calder Wealth Management,” said Ben Calder, Managing Director of CWM. “This acquisition represents a key step in our long-term strategy to expand our national presence and enhance our financial planning capabilities.”
The Directors of Next Step PMD expressed confidence in the move:
“Next Step PMD has known and admired Calder Wealth Management for over 30 years. Like us, CWM began in the early 1970s and shares a deep commitment to caring for clients over the long term. We believe CWM is the perfect home to continue the Next Step PMD legacy for our existing clients and the generations to come.”
They added:
“It is often difficult to find a business partner that ensures continuity in the advice experience – and, more importantly, maintains the trust between client and adviser. Our long-standing relationship with CWM and their client-first approach gave us the confidence that this transition will protect and enhance the service our clients have come to expect.”
With aligned values and a shared advice philosophy, the integration reflects a natural and strategic fit. CWM’s proven history of successful acquisitions ensures that clients will continue to receive the high standard of care they are accustomed to.
For enquiries, please contact Ivana Sanzari, Practice Manager, on (08) 8373 3333 or [email protected]
