We believe that Financial Advice should be accessible to everyone, it is not just for the wealthy or for older Australian’s and the younger you start the better.
Getting the right advice from PWM about how you protect yourself or your business is essential.
At PWM Advice our focus is customer service by continuously taking ownership, following up and providing customers with frequent status updates.
PWM (Protect What Matters) was introduced to Orange and its surrounds in 2014 as PWM Advice, we can offer so much more than just Advice and Protect What Matters now and into the future.
Having a meeting with us is very different from what you might expect, we have clients from all walks of life and most areas of Australia. Our main concern is creating a solution that is affordable and right for you.
We have made obtaining Financial Advice easy and affordable for many people who would not have accessed advice before and our services continue to be available to whoever should need it.
As a client of PWM you will always be welcomed and not treated any different because of where you are in life, you will always be treated like family. Having said this though, if we are not the right people to help the you, we get you in contact with the right person, to get the right outcome.
Years in busness
Rose started as a trainee with PWM in September 2015 and brought to PWM a positive and fresh approach that our clients love. Rose has excelled with both business and financial studies, and moved from running the PWM office to seeing clients and assisting with all their personal and business needs.
Rose has a passion for helping younger Australian’s to understand their budget, Super, Insurances and how the earlier the start, the better the result can be achieved.
In 2016 Rose was a finalist for NSW trainee of the year, Rose was a Finalist in the 2017 Orange business awards for Customer Service, Rose has been nominated for the prestigious Young Leaders in Finance Award 2018 for Regional Professional of the Year Award and a nominee for the 2018 Rising Star of the year award.
Rose has completed the Diploma of Financial Planning (DFP), the Advanced Diploma of Financial Planning (ADFP) is a Practitioner Member of the Association of Financial Advisers (AFA) and Rose is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.
Rose is still only 24 years old.
PWM has again been rated one of the three best Financial Services firms in Orange, NSW by Three Best Rated website.
Three Best Rated advised it ‘Handpicked Top 3 Financial Services in Orange, NSW. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best’!
“Friendly staff, always willing to help! I have my super, income protection and insurance all sorted with PWM. They do all the paperwork and make the process easy and seamless. Highly recommended.”
PWM Advice rated Top 3
Started in June 2014 from a single office above Cheney Suthers Law Offices, we have grown over the past four years and have continually employed local people as trainees and looked to offer them a start in the Financial Advice industry.
We are now located upstairs at 241 Lords Place Orange, where we have multiple offices and offer a greater array of services for our clients.
We look forward to seeing you.
02 6360 1232
PWM Advice Story
Kelly has been with PWM Advice since 2016 and over the three years Kelly’s industry knowledge and skills have grown so she can ensure she adds value to each clients strategy.
Kelly has immaculate attention to detail, a passion for saving our clients money where she can and offers her research insights into every clients budget, cash flow, investments and insurances and makes sure the best outcome is achieved for all clients in consultation with the Advisers.