PWS Advisory – Wealth, Business & Finance Advisory Services

PWS Wealth Advisory are a passionate and specialised team, dedicated to working closely with you to achieve your financial goals and objectives throughout all of life’s events.

PWS Business Advisory provides a wide range of accounting and advisory services, ensuring our clients achieve peace of mind and financial growth by understanding their personal circumstances and providing specialised financial solutions.

PWS Finance Advisory offers a full finance brokerage service, priding itself on making the process of obtaining finance as smooth and as stress free as possible.

Offices in Melbourne & Geelong. Improving personal well-being & achieve your goals.

Our Vision

Improving personal wellbeing by working closely with you to achieve your goals and aspirations. We develop trust by understanding your individual circumstances to ensure peace of mind and financial prosperity. Together we make a positive difference.

What We Do

Accounting Services Geelong Melbourne

Business Advisory

Peace of mind through specialised financial solutions for you and your business

Wealth Advisory Services Geelong Melbourne

Wealth Advisory

Helping you achieve your financial goals and objectives throughout all of life’s events

Finance Advisory Services Geelong Melbourne

Finance Advisory

Making the process of obtaining finance as smooth and as stress free as possible

What Our Clients Are Saying

“Damien has been amazing with his support and professionalism regarding multiple tasks I've needed completed over the past few years. He is always responsive via both email and phone and quick turnaround for appointments and work completion. I have highly recommended PWS Finance Advisory to friends and family who have also been happy with the services provided.”

Kathleen

“Daniel has been our accountant and advisor for approximately 6 years. He is over everything we do in our medical practice and in our other business interests. The service Daniel and the PWS Advisory team provides extends well beyond BAS and tax returns. Knowing our assets are protected and that we are compliant with the relevant tax laws give us the peace of mind and confidence to focus on running our business. We consider Daniel an extension of our business, and recommend him and PWS Advisory Group without hesitation.”

Dr. SarahPort Melbourne Medical

“We've worked with Damien for four years, from initial contact to purchase of our property and during that time Damien was always patient, helpful, available to answer our queries and a great source of knowledge on what financial options were available to us. We found him to be very professional and a pleasure to deal with. We are delighted with the service we received and will be recommending PWS Finance Advisory and Damien to our friends.”

Jen & Pat

“We first started working with Mick and his team in 2015 when we wanted to move from our small unit into a family home. With Mick's help, we were able to refinance the mortgage on our unit to an interest-only loan and secure a construction loan to build our family home. This allowed us to keep both properties and put us in a better financial position moving forward.

Fast-forward 5 years and we were ready to make a change. We decided to refinance to access our equity to purchase our new home. During this time, Mick and Damien have been amazing to deal with and ensured the settlement of all three properties went smoothly. There were a lot of moving parts with our settlement, and with renters moving into our house we were under significant time pressure to make sure settlement occurred on time. Damien and Mick handled everything perfectly, and we couldn't be happier with the outcome. We look forward to continuing to work with Mick, Damien, and the team in the future.”

Holly