Wealth Advisory

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.

Planning for the future can be quite daunting and stressful. You may have questions such as why am I not in front financially? How much do I need to retire? How do I cover my expenses if I am injured or sick and cannot work? What happens to my assets when I am no longer here?

The PWS Wealth Advisory team can assist you in implementing a plan to provide you with peace of mind and financial prosperity. Understanding that every client is unique, we provide proactive strategies and solutions tailored to your financial goals and objectives, and then work with you to execute your plan, celebrating the wins along the way. We aim to establish a lifetime relationship with you, so you can have the time and means to realise your dreams, focus on living and achieve your goals.

PWS Wealth Advisory, together with our Accounting & Finance Advisors, can take the stress and complexity out of improving your future and maintaining your wealth.

Services Offered:

  • Wealth Management
  • Cashflow Management
  • Superannuation & Retirement Planning
  • Risk Insurance
  • Estate & Succession Planning
  • Self-Managed Superannuation Funds (SMSF)

To find out more about our investment proposition, created to help you achieve your desired outcomes, objectives and financial direction click on the link here.

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Other Services

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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

Corporate Authorised Representative Number: 293275
Branch Entity Name & ABN: PWS Wealth Advisory Pty Ltd
Licensee’s Company Name: Professional Investment Services Pty Ltd
Licensee’s AFSL: 234951
Licensee’s ABN: 11 074 608 558
Licensee’s Web Page: https://www.centrepointalliance.com.au/licensee/professional-investment-services
Licensee’s email address: profinvest@cpal.com.au
Licensee’s Head Office phone: 1300 557 598

General Advice Warning:

Disclaimer
The material shown on this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment; risk or finance advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Stephens Plattfuss & Co Financial Services P/L. Before acting on any of the information contained in this Website you should obtain special advice from a specialist financial adviser, which is appropriate to your specific financial needs, objectives and financial situation.

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