Turn your dreams into a reality with pmwPlus Financial Planning

The financial advisors at pmwPlus are experts in the 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 services to help you grow your net wealth, plan for retirement, protect your assets, minimise your risk and reduce your tax bill. Our focus is always on making sure you have the information and support you need to make smart decisions.

Investment portfolio service

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 to make sure they’re still working for you.

Wealth preservation

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, a holistic document that takes your entire situation into consideration. Chat to us to find out more.

Retirement planning

Ready to put your feet up and take a well deserved break? Looking at retirement is often a mixture of emotions. It’s exciting but daunting and the financial side can be confusing. 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.

Personal Risk Advice

At pmwPlus, we’re all about reducing risk. We identify risks and build plans around them to ensure you’re protected from the plethora of risks that present themselves on a day-to-day basis.

Estate Planning

First things first, if you haven’t got a will, you need to talk to us as a matter of urgency. There are far too many Australians who still don’t have a will, let alone a proper estate plan. 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.

Private Wealth Program

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.

Family Office Administration

Building wealth and passing it from one generation to another often brings complexity and confusion. With our Family Office Administration, we help you ensure your family’s financial affairs are organised and in order, and you’re getting the expected returns. We can deal with all parts of family office admin including property, shares, businesses, risk planning, estate planning, insurance and more.

Get in touch today

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.

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Financial Planning Services provided as an authorised representative of Count Financial Limited. ‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.

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.