About Snowball
Snowball is a member of Snowball Group Limited, a specialist financial services organisation
listed on the Australian Stock Exchange. Snowball Group is not aligned with any fund manager,
bank, life office or other financial institution.
Snowball Group’s focus is on providing integrated financial planning, superannuation, investment,
insurance and accounting services to its clients in an efficient and cost effective way.
Snowball selects and develops superannuation and other long-term savings products and systems
to meet the needs of its clients. Snowball has also created a range of innovative online
education and guidance tools and runs a range of education and seminar programs.
Financial planning advice is provided by Snowball Group’s wholly owned subsidiary,
CIS Financial Services. CIS offers tiered advice ranging from comprehensive, face-to-face advice
to more limited advice, as well as a range of other services including insurance advice and
mortgage broking. CIS advisers together have specialist knowledge and resources in all areas
of wealth accumulation and management including retirement planning, share investment, social
security, taxation planning, personal insurance and estate planning.
Snowball Group’s accounting business, CWM Accounting Services, provides specialist accounting
and tax advice to individuals and small to medium sized businesses.
Overall, Snowball Group advises on over $950 million of funds on behalf of 13,000 clients.
The ‘Snowball Effect’
Snowball’s philosophy is based on the ‘Snowball effect’, helping you to accumulate and maximise
your wealth.
Just as a snowball gathers snow and becomes bigger as it gains momentum and rolls down the slope,
so too, with the right advice and planning, your investments can accumulate and increase in
value over time.
A critical step is starting the ball rolling.
Snowball’s motto ‘Time to get things rolling...’ reflects the importance of taking that first
step and Snowball’s commitment to empowering people through its education and advice programmes.
SNOWBALL™ is a trademark of Snowball
Group Limited (ABN 700 91 003 995)
Snowball Financial Limited (ABN 13 088 749 580), Snowball
Investment Research Pty Ltd (ABN 50 088 819 827) , CIS Financial
Services Pty Ltd (ABN 40 083 233 925), and Campbell Wallis
and Moule Pty Ltd (CWM Accounting Services) (ABN 71 006 446
037) are wholly owned subsidiaries of Snowball Group Limited.