PWM PROVIDES affordable solutions for the most important things in life.

Advice

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.

Insurance

Getting the right advice from PWM about how you protect yourself or your business is essential.

Lending

At PWM Advice our focus is customer service by continuously taking ownership, following up and providing customers with frequent status updates.

About us

PWM Advice (Protect What Matters) was introduced to Orange and its surrounds in 2014.  After three excellent years of serving Orange and its greater community we decided a rebrand was in order, so we became PWM, still providing the same great service and advice we have become known for.

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 clients that would not usually fit into the mould of the perfect Financial Advice client, however we have made sure obtaining Financial Advice is always affordable and 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 client we get them in contact with the right person, to get the right outcome.

Meet your team

Penny Tindall JP

General Manager

Rose Hodgins DFP AFA

Authorised Representative

Charley Martinez ADFP ADMB AFA

Authorised Representative / Mortgage Broker

Kelly Vaughan

Paraplanner

Gabi Pantoja Tito

Adviser Assistant

Christopher Rothnie

Adviser Assistant

Darren Tindall FChFP DFP ADFP GradDipBA ALPA

Managing Director

0

Years in busness

0

Active Clients

0

Active Policies

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

Recent Client

-

Charley is a hard working gentleman who always gives his best in his endeavors to help people. We have worked on a committee and I have always found that his advice and encouragement to others in business, proved to be a benefit for all his contacts. I have no hesitation in referring clients knowing that he will give of his best.

Recent Client

-

Charley is extremely detailed and structured in his approach to every solution. His advice and handling of our affairs is a great asset to our future growth.

Recent Client

-