Maintain your lifestyle

Rose will look at your unique needs, the life you enjoy and tailor a suite of protection services to help you keep the life you want.

  • Life Insurance
  • Income Protection
  • Total and Permanent Disablement
  • Trauma
  • Child Trauma

Set up & Planning

Rose and Charley can assist you in ways to grow your wealth so that you can continue to live the life you love. Services include:

  • Wealth Creation
  • Savings Plan
  • Borrowing to Invest
  • Managed Investment Schemes
  • Securities Purchase
  • Shares using Super
  • Cashflow

Project Management

Business owners can rest easy, as we’ve got you covered with everything you need to grow and sustain your business.

  • Key Person
  • Buy Sell
  • Business overheads (minimising)
  • Term Life
  • Income Protection as Super
  • Goal Setting

Grow Wealth

We’re up with all the jargon, but we won’t inundate you with it. We’ll look at what you need, explain it without you needing your own financial planning degree and set you up with the best superannuation strategy with minimal fuss.

  • Accumulation Strategies
  • Transition to Retirement
  • Retirement Planning
  • Structuring your SMSF
  • Pensions and Annuities

Keep the money flowing

We’ll sort you out to make sure you’ve got the cash when you need it.

  • Cashflow Improvement
  • Review of debt solutions
  • Referrals to the right lenders
  • Life Insurance

Lending

Charley Martinez has the experience to ensure your lending needs are taken care of, with over 30 lenders to choose from Charley will get the right solution for you or your business.

Some interesting stats about working with PWM Advice

YEARS IN BUSINESS

ACTIVE CLIENTS

ACTIVE POLICIES

PWM Advice makes it really simple to keep enjoying life.

Our process is straightforward and we do all the hard work for you.

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DISCOVERY MEETING

Obligation free, this is just an opportunity for you to meet with us and determine if pwm advice can help you out.

STRATEGY DEVELOPMENT

The team will work with you to develop your financial plan by aligning your finances with your lifestyle goals and objectives.

FINANCIAL PLAN PRESENTATION

We’ll take you through our recommendations in a relaxed, low pressure environment. We’ll take complex concepts and share them jargon free.

IMPLEMENTATION OF RECOMMENDATIONS

Once you’ve determined you’re happy with our recommendations, pwm advice will complete the rest of the process – setting everything up and taking care of all the details.

ONGOING REVIEW AND RECOMMENDATIONS

pwm advice will continue to monitor your financial situation, ensuring they continually work to serve you. We keep you on track and working towards your lifestyle goals.

The first ever L.E.A.D. Event

Local Entrepreneurial Action for Development

Local
Entrepreneurial
Action for
DevelopmentPWM’s L.E.A.D. Event is an opportunity for small business to:
• engage with like-minded businesses,
• Learn about and develop
locally-grown strategic partnerships,
• Take action with information offered on developing better business outcomes.When: 6pm on Thursday 14 September
Where: Canobolas Hotel Media Room (Upstairs)
All monies received will go to Pay It Forward Community Shed, Orange, in support of the excellent work they do for our community.The evening is organised by PWM Advice + Insurance + Lending, Studio: Tiffany Gouge, Orange City Life, and Need a Nerd.

A Great Asset to our Future Growth

Charley is a hard working gentleman

 

Most amazing genuine people

Most amazing genuine people running a fabulous business!

If you need help with your finances you can’t go wrong with PWM Advice.

I cannot say thank you enough to Penny and the team xx

Some info about the different services PWM Advice + Insurance + Lending offers

Read on for financial planning, jargon free information.

INSURANCE

Insurance is an essential safety net for you and your family and can have great tax advantages. Getting the right advice from pwm advice about how you protect yourself can make a massive difference, making sure not only your Life is covered, but you, your income and your business are protected can makes a massive difference.

SUPERANNUATION

Contributing to Super can help save tax, Super can help fund essential insurances and Super is an essential part of a happy retirement. Getting a strategy from pwm advice in place early, will mean you will be able to take advantage of the benefits Super can offer you.

INVESTMENTS

Investing is one of the best ways to make sure you are able to set goals and achieve them. If you want to save for a goal, such as a home deposit, you want to invest in shares, save for your children’s education or you want tax effectiveness we can help.

BUSINESS

Getting advice about your business and how to grow and protect it from pwm advice is easy. We are an award winning small business who surrounds themselves with experts from other small businesses who know what it takes to start and then be successful.

CASH FLOW

In a business cash flow is a priority, in your personal life it is essential to get your budgeting and cash flow right. Every client pwm advice works with gets a professional analysis of their current circumstances and we will recommend adjustments for success with your circumstances.

SELF MANAGED SUPERANNUATION

To get the most out of a Self Managed Super Fund you need the right professionals around you, pwm advice will create not only an SMSF investment and insurance strategy, but will liaise with everyone your SMSF will need to make sure it achieves every goal you set out for it.

LENDING

To make sure you have the right solution for your Home, Personal or Business lending needs Charley Martinez is now available weekly at PWM Advice + Insurance + Lending to assist with the needs of our clients new and existing.

Get in touch for more on our financial planning services.Get In Touch

FREE BUSINESS SEMINAR

SEE HOW YOU CAN TRANSFORM YOUR BUSINESS AND ACHIEVE YOUR LIFESTYLE GOALS.

BUSINESS DURABILITY MASTERCLASS

Tuesday July 28, 2015 REGISTER MORE INFO

About Us

PWM Advice is a financial planning team in Orange NSW. With passion and experience, we want to work with you to ensure you’re set to live your best life. We cut through the financial planning jargon and work closely with clients to make sure what we provide them is what they need. Our clients range from all walks of life and income levels. One of the common misconceptions about financial planning is that you need a lot of money to see a financial planner. You don’t actually need a lot of money. You just need to know you want to take care of yourself. We can tailor financial planning solutions to any income level with little to no impact on your cashflow. We’re always willing to chat, so why not get in touch for a free discussion to see how we can help you live your best life. GET IN TOUCH

FINANCIAL PLANNING WITH LOVE

Our clients always come first. We go above and beyond to ensure you get the best advice that is right for your needs. We treat our clients like family.

WE SEEK OUT THE BEST OPTIONS FOR YOU

There’s plenty of financial planning services out there, but not all of them are right for you. We investigate what will suit you most and implement only that.

METHODICAL BY NATURE

We are thorough in our advice, research and implementation. You can rest easy knowing we’ve got everything taken care of for you.

Meet the team

PENNY TINDALL

PENNY TINDALL

General Manager

Penny is a women on a mission to make sure all clients get exceptional service. MORE

CHARLEY MARTINEZ

CHARLEY MARTINEZ

Authorised Representative

Charley Martinez holds qualifications in Financial Planning and Mortgage Lending.MORE

Rose Hodgins

Rose Hodgins

Authorised Representative - Risk

Rose brightens any room she walks into! MORE

Kelly Vaughan

Kelly Vaughan

Paraplanner

Kelly brings with her a balance of life experience and knowledge to the team. MORE

Gabi Pantoja Tito

Gabi Pantoja Tito

Paraplanner

Gabi Pantoja Tito is our School Based Trainee at pwm advice.

ARE YOU READY TO REALLY ENJOY YOUR LIFE?

YOU’RE GOING TO HAVE SO MUCH MORE FUN WHEN YOU CAN REST EASY, KNOWING YOU’RE PROTECTED AND YOUR MONEY IS WORKING FOR YOU.

Get Started

PWM Advice works closely with many local business.

We don’t try to take care of everything ourselves. We surround ourselves with the right people for the job.

Let’s not put this off any longer.

We’re keen to speak with you about how we can help you live your best life.

5 + 10 =

PWM Advice ABN 12 163 637 661

Unit 2, 241 Lords Place Orange NSW 2800

Corporate Authorised Representative of Synchron, AFS Licence No. 243313

02 63601232

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General Advice Disclaimer

The information provided on and made available through this website does not constitute financial product advice. The informaiton is of a general nature only and does not take into account your indivdual objectives, financial situation or needs. It should not be used, relied upon or treated as a substitute for specific professional advice before making any decisions in relation to your particular requirements or circumstances. PWM Advice is a Synchron Adviser

Australia’s largest non-institutionally owned financial Adviser Group

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