Our Story

The PWS Advisory Group is a team that is highly motivated and passionate about improving the wellbeing of others. We engage with our clients to truly provide valued 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 clients’ 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 with both their businesses and personal affairs, with the sole view of achieving their goals and objectives.

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

Our team of expert advisors specialise in areas such as accounting and business advice, taxation, finance, wealth accumulation and succession, risk management and insurance. Combining these specialities, we work together to create personalised solutions.

We are passionate about working with our clients in every step of their journey to fulfilling their individual aspirations. We believe in creating long-term trusted relationships and working together as a team with a 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