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The financial advisors at pmwPlus are experts in their field with decades of experience under their belt. The team understand just how difficult it can be to manage personal finances, especially when you might not have all the information needed to make sound financial decisions – our team are here to help guide the way to financial freedom.
pmwPrivateWealth offers a range of financial planning and advice services to help you grow your net wealth, plan for retirement, protect your assets and minimise your risk. Our focus is always on making sure you have the information and support you need to make smart decisions.
*Our unique pmwRoadmap meetings are free of charge and are a valuable way of understanding your goals and aspirations for the future. This will also help us understand how best to help you achieve these goals.
Our financial planning and advice services include:
Make wise investment decisions with the help of an experienced team. pmwPlus will help you choose the most suitable investment options and regularly monitor your progress.
Protecting and preserving the wealth you’ve worked hard to grow is a wise decision. At pmwPlus, we build wealth preservation into a wealth management plan. This is a holistic document that takes your entire situation into consideration. Chat to us to find out more.
Ready to put your feet up and take a well deserved break? We’re here to help you set yourself up for a comfortable retirement. A retirement that’s done on your terms and considers where you want to go.
At pmwPlus, we’re all about reducing risk. We identify risks and build plans around them to ensure you’re protected.
We’ll work closely with you to develop a solid estate plan so your loved ones are protected and informed when you the inevitable occurs.
Build, consolidate and protect your hard-earned wealth with our private wealth program. Here, you’ll get access to pmwWealthHub, a personal wealth portal bringing all your finances together in the one spot.
Building wealth and passing it from one generation to another can be confusing. With our Family Office Administration, we help you ensure your family’s financial affairs are organised and in order. Our team can advise you on a number of family admin situations including property, shares, businesses, risk planning, estate planning, insurance and more.
PMW Enterprises Pty Ltd ATF PMW Trading Trust (ABN 33 445 751 900) is a Member of Count Wealth Accountants®. As a Member of Count, our Authorised Representatives can offer advice on financial planning, superannuation, investments, wealth protection, estate planning and more. PMW Enterprises Pty Ltd ATF PMW Trading Trust has been a member of Count since 2004.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.