PWM Advice in Orange, New South Wales | Investing service

PWM Advice

Locality: Orange, New South Wales

Phone: +61 2 6360 1232

Address: Unit 2 / 241 Lords Place 2800 Orange, NSW, Australia

Website: http://pwmadvice.com.au

Likes: 839

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• Investing service
• Financial planner

25.01.2022 Some Monday motivation on this beautiful day ! We hope you all had a wonderful weekend, and happy December-eve. Have you put your Christmas Tree up yet ? Don’t forget to start thinking about making an appointment for 2021. Rose has plenty of availability in January, but be quick as spaces will fill up ! Give us a call on 6360 1232 or email us [email protected]

25.01.2022 As an employer and an employee you have the right to have the right Super and Insurance specific to you. Call and book in a meeting today on 02 6360 1232. @pwmadviceorange

24.01.2022 Snapshots from the event on friday, thanks again to all you beautiful women who came along. Tag away !

23.01.2022 We are really amazed with all the amazing new and existing @pwmadviceorange clients we have seen We are booking from October 1, so give @rosieo94 @heatherbiega @holly.boo.t20 a call to book your appointment. We look at your budget, life style, protection and investments

23.01.2022 Cafe number 3 ! @agrestic_grocer The Agrestic Grocer is a well established, rustic and funky cafe just out of town (worth the drive). A great spot for everything local, fresh produce, locally handmade gifts, local beer and wine, house made condiments and of course, wonderful coffee ! Go for a drive this weekend and meet Beau and his team you won’t be disappointed. Thank you Agrestic Grocer, located out Molong road near OAGS. #coffee #orange360_allyearround #orangecafes #financialadvice #vistaprint

23.01.2022 Always remember to be kind to yourself

23.01.2022 @pwmadviceorange we want to wish our amazing Executive Assistant Caitlyn 'Lynnie' Benton the happiest of 22nd birthdays. Hope you have an amazing day!!!!

22.01.2022 @pwmadviceorange we are back tomorrow, massive few months ahead for us, get involved and start a conversation @rosieo94 @heatherbiega @holly.boo.t20 about you and your financial future 0263601232

22.01.2022 We would really love your thoughts our new ad, DM us with your thoughts and please call 02 6360 1232 for a meeting @pwmadviceorange

22.01.2022 Please pass on to anyone who needs help with Financial Stuff!!!!

21.01.2022 Today we celebrate 6 years in business, we started in one room at 14 Sale Street just the two of us. Our old logo reminds us @pwmadviceorange that when we started in June 2014 what we stood for then and now to protect what matters. Call us to join the PWM Advice family of clients on 02 6360 1232.

20.01.2022 Make sure your Super and the insurance inside is right for you!

20.01.2022 Happy Friday from the PWM Angels Heather and Rose. Have a beautiful weekend

18.01.2022 Happy hump day Here’s this weeks fun fact ! Don’t forget to make a booking before we run out of space before Chrissy ! #financialadvice #superannuation #superfund #investment #shares #money #cash #wealth #australia

18.01.2022 We have a few spots left before Xmas

17.01.2022 Yum Thank you @theburrowcafeorange for this yummy brew and BLAT #coffee #blat #orangecafes #orange360_allyearround

17.01.2022 Wood you like to book a 15 minute Zoom meeting to discuss what we do before you book a first meeting? We are trialling 15 financial fitness checks to see if we can help you. Call weekdays on 02 6360 1232 to book in a time.

16.01.2022 If you have a team that needs to better understand Super, Insurance, Investing, budgeting and cash flow let our team be part of your next team meeting to answer any questions and get financial clarity on what matters. Send us @pwmadviceorange advice a message or call 6360 1232 or email [email protected] to organise.

16.01.2022 Giving you piece of mind is what we do @pwmadviceorange we make sure no matter who you are or what you do we get a solution specific to you, your industry and your situation. Call us today on 02 6360 1232

16.01.2022 If you walk into our office you will see a range of businesses we work with and we want to highlight to our customers. Carla Poole and her team at La Bella Medispa are amazing to work with and all our team and many of our customers enjoy their services, if you have not experienced what they offer check them out at https://labellamedispa.com.au/ If you need to pamper your Super, your finances, your insurances or your savings call 02 6360 1232... PWM Advice [email protected]

16.01.2022 Business to check out We have really enjoyed working personally with Alison Neville and the Team from Blackwell Short Lawyers as well as being able to refer our clients to a business with the same work ethic as ours. Blackwell Short are able to help with Wills and Estate Planning to more complex matters. Alison and the Team are a business to check out. ... Blackwell Short

16.01.2022 Update from Charley Martinez

15.01.2022 @pwmadviceorange we have three spots left for our ladies Networking lunch today @charredkitchenbar with guest speaker the amazing @anevillefamilylawyer be quick, call Caitlyn on 02 6360 1232.

15.01.2022 Always loved this photo of Ruby, Pixie and Nikki and now they are on the big screen, too cute @pwmadviceorange

15.01.2022 Hello lovely people ! We will be taking a short break over the holiday period. You can still contact us to make a booking in the New Year via email, and we will get back to you within 24hrs. We cannot wait for the New Year and all it holds for us ! email: [email protected]... #christmas #newyear #holiday #break #closing #financialadvice #financialplanning #finance #superannuation #almostfriday #fridayeve

13.01.2022 Some trivia facts for your Wednesday morning! Life is just a giant game of Monopoly, except there is no passing go and we do not collect $200. We are here to help!... www.pwmadvice.com.au 02 6360 1232 [email protected] See more

13.01.2022 This Friday 19/06/2020 we are spending the day training and planning to be better for our clients. We will be back Monday 22/06/2020, call 02 6360 1232 @pwmadviceorange

12.01.2022 Two Investment Tips What are two tips to use to get ahead? Tip 1 = Because we are not going out as much and may have some excess cash hanging around one option is to start an investments account.... The monies is the account are accessible very quickly if needed and if invested right you can make a few dollars! Tip 2 = Do a budget. Did you know if you buy three packets of 25s Cigarettes per week that is around $4,600 a year. If you buy two cartons of VB cans a week that is around $5,800 a year. A budget is not to tell you what to do with your money, it is to put into prospective what you are spending and set goals. If either tips could suit you either call 02 6360 1232 or email [email protected] or Direct Message us. PWM Advice

11.01.2022 Hello everyone ! Next year we have something awesome happening.. Do you think that you are doing everything you can to help look after the environment and our planet ? Well we are going to show you another simple thing you can do to reduce the negative impact on our earth. Watch this space.. Updates coming soon.... #sustainability #sustainableinvesting #ethical #green #environmental #sustainableliving #noplanetb #finance #superannuation #financialplanning #financialadvice See more

11.01.2022 Hello everyone ! Here at PWM Advice, we are trying to make a difference. Whether it’s a keep cup, a re-usable shopping bag or investing our money sustainably. Please take a few moments to check out this campaign. We want to spread the word of sustainable investments, and this is only the beginning.... Next year we will be holding an event, dedicated to assisting you in putting your money in good hands, insuring you can create wealth without hurting the planet. Watch this space for updates on our event, we can’t wait to show you what we have been working on ! Have a blessed day, and stay green #finance #financialplanning #financialadvice #superannuation #savetheplanet #environment #planet #green #ethical #sustainable #event

11.01.2022 Hasn’t this year just flown by ? I think after everything this year has thrown at us, it’s okay to enjoy this fun time of year and relax. Why not make a booking to come meet the team in the new year ? Make it your New Years resolution to get your finances sorted !

10.01.2022 Future + Growth + Life @pwmadviceorange 0263601232

09.01.2022 We had a new client in today. We organised Pips finances so she can purchase more balls! After the meeting she took a nap. All the finance talk tired her out!

09.01.2022 If you came to us enquiring about withdrawing from retirement savings due to COVID-19, you would know the warnings we provided to make sure you meet eligibility. Although this is not official, it could happen. If you have withdrawn Super and looking for help to put a strategy in place to potentially build your retirement savings back up, give us a call 02 6360 1232.... www.pwmadvice.com.au [email protected]

09.01.2022 Happy Monday Morning ! This week is our last for the year, and we are completely booked ! If you’d like to book in for next year, give us a call this week ! Don’t worry though, we will still be answering emails over the break.... Have a wonderful week everyone ! #christmas #newyear #lastweek #monday #financialadvice #finance #superannuation #booking #financialplanning

08.01.2022 It is Tax time! Here are some FUN tax facts to discuss with your accountant while you get your tax done. I like number 25 & number 30 is interesting........ www.pwmadvice.com.au

08.01.2022 @pwmadviceorange we want to give so much love to all the ladies we had lunch with today. @rosieo94 and @carlapoole from @labellamedispaorange did a great job and @charredkitchenbar @magicsommelier did amazing. Thanks you and see you again soon. 0263601232

08.01.2022 Senior Financial Adviser Rose Hodgins give the low down on your Super

07.01.2022 If this sounds like you, make an appointment to create a budget or savings plan. We still have some bookings available in December. 63601232 [email protected]

06.01.2022 Ladies Lunch is a go !

06.01.2022 We @pwmadviceorange would love you to have a meeting with @rosieo94 if you have time over the school holidays. Start a savings plan for you and the kids to protect them if they became sick to just take care of yourself for a change. Call 0263601232 or DM us here.

05.01.2022 Happy Monday ! I would like to start off the week by thanking all of these wonderful women who came along to our Ladies Networking Event on Friday. A big thank you to the awesome Alison Neville for being our guest speaker and delivering an amazing, inspirational speech. Thank you to Rose, being the founder of these events here in Orange. And thank you to Chef Pooky, Chef Liam, Dave and all the wonderful staff at Charred Kitchen and Bar for the amazing food and lending us the space. Watch this space for more photos.. :)

05.01.2022 Happy 11th birthday to Ruby Lily Penelope Tindall, BBQ Queen, Physie Girl, Tigers supporter, lover of cooking shows and baby to @penny_pie_tindall and me love you baby girl.

05.01.2022 We are looking to grow our client base with anyone who wants any of the below: Do you want to get on top of your money? Do you want to know what insurance you need?... Do you want to invest in shares and dont know how? Do you want to know more about Super? Do you want to start a savings plan for a goal? Are you getting married and want to set goals? Are you thinking of starting a family and need to prepare? Are you curious about what a Financial Adviser does? Call PWM Advice in Orange on 02 6360 1232, we have been in business since 2014 and want you to grow with us.

05.01.2022 Cafe number 4 ! @groundstonecafe Groundstone cafe is a beautiful hidden delight. A beautiful open plan design allows an abundance of natural light, which i’m sure would contribute to their beautiful plant collection. There is not a single corner that isn’t covered in lush greenery. Head down and say hi, Katie and her staff are all incredibly friendly and attentive. Thank you Groundstone ! Located behind the information centre next to the library #orange360_allyearround #orangecafes #coffee #vistaprint #financialadvice

04.01.2022 F R I D A Y What does Friday look like to you ? What does your weekend look like for you ? Thank yourself for making it through another week. We are completely full with bookings now until next year. Thank you to all those who have booked in ! ... #friday #finance #financialadvice #financialplanning #superannuation

04.01.2022 Have heard a horror story about an insurer knocking back a claim from one of those funds because the industry they worked in was not covered. Read your fine print if you are in one of those funds or call PWM Advice 0263601232 to get piece of mind.

03.01.2022 Looking for a female, family, kid friendly business? @pwmadviceorange we are ready to help with all your financial needs. 02 6360 1232

02.01.2022 Thank you to all the ladies

02.01.2022 Cafe number 2 ! @thecoffeeclubaustralia The guys down at The Coffee Club in Orange always look after us. Being just around the corner they regularly supply our morning brew. Head down and meet Darren and his awesome team. Thank you, The Coffee Club Orange, located on the main street. #orange360_allyearround #orangecafes #coffee #financialadvice #vistaprint

01.01.2022 Happy Monday ! Try to think of Monday as being your fresh start day, not the worst day of the week. It’s an opportunity for growth, and new beginnings. I hope you have a great week.. and also only TWO more Mondays still Christmas ! #monday #finance #financialadvice #superannuationnation #financialplanning #christmas #merrychristmas #happynewyear

01.01.2022 P L A N E T P E O P L E P R O F I T Environmental Social Economic Our Sustainability event is currently in the works. We can’t wait to show you what we have been working on to better your investment choices, life and workplace. ... This event will provide you with the tools to sustainably invest your money, as well as presenting real data that shows why sustainable investing is the way to go. More information to come in 2021.. Does this sound like something you or someone you know could be interested in ? Share away ! Get a group together and enjoy a night of Green learning. For any inquiries call us on 63601232, or email [email protected] #sustainableliving #sustainability #ethical #environmental #orangensw2800 #orange360 #sustainable #sustainableinvesting #sociallyresponsible #community #finance #financialadvice #superannuation