Our Story

The PWS Advisory Group Senior Leadership team, having a combined 80 years of industry experience, established the business after undergoing a recent business restructure. The restructure allowed us to refocus our vision and to bring across a team of highly motivated individuals passionate about improving the wellbeing of others. The restructure also allowed us to re-engage with our clients who truly value advice and service.

Our vision is about Improving personal wellbeing by working closely with our clients to achieve their goals and aspirations. We develop trust by understanding our client’s individual circumstances to ensure peace of mind and financial prosperity.

Being a holistic advisory firm with Accountancy, Wealth and Finance advisory teams, we operate in the global community, having clients all over Australia and overseas. We assist our clients, businesses and personal affairs, with the sole view of achieving their goals and objectives.

Solutions are only developed once we understand our client’s personal circumstances and what is important to them.

We take the time to understand their goals and objectives, tailoring our service specifically to the needs of our individual clients. Our team of expert advisors in areas such as accounting and business advice, taxation, wealth accumulation and succession, risk management and insurance, and finance, work together to create personalised solutions.

We are passionate about working with our clients in every step of their journey to fulfil their individual aspirations. We believe in creating long-term trusted relationships, and working together as team that has the focus on improving client wellbeing by guiding them through the challenges and celebrating their successes.

Together we make a positive difference.

Services

Wealth Advisory Services Geelong Melbourne

Wealth Advisory

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

Accounting Services Geelong Melbourne

Business Advisory

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

Finance Advisory Services Geelong Melbourne

Finance Advisory

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