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 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.
Years in busness
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.”
Congratulations to our Rosie, Rose Hodgins she has made the final list for the Association of Financial Advisers – AFA Rising Star Award 2018.
This award plays a special role uncovering, recognising and supporting future leaders in the Financial Advice profession.
It’s a great accomplishment to be nominated, and even greater to make it through to judging.
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.