PWS Advisory Group in Geelong, Victoria | Financial planner

PWS Advisory Group

Locality: Geelong, Victoria

Phone: +61 3 9699 9422

Address: Level 3, 117 Myers Street 3220 Geelong, VIC, Australia

Website: http://www.pwsadvisory.com.au

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• Financial service
• Financial planner

25.01.2022 Another financial year has passed. Well, not just any other financial year. On reflection the past 12 months has been both challenging and rewarding for the PWS Advisory Group. Were sure the next financial year will provide new and on-going challenges. Read more in our latest blog through the link below. https://bit.ly/PWS-APathForward

24.01.2022 Celebrating womens achievements this International Womens Day! #internationalwomansday2020

24.01.2022 Another financial year has passed. Well, not just any ‘other financial year’. On reflection the past 12 months has been both challenging and rewarding for the PWS Advisory Group. We’re sure the next financial year will provide new and on-going challenges. Read more in our latest blog through the link below. https://bit.ly/PWS-APathForward

22.01.2022 Dont forget about our Investment Webinar: Clarifying your Investment Strategies in Market Volatility There is still time to register by clicking on the following link https://morningstar.zoom.us//reg/WN_3tMRymPsTRmiXcz7bY6sTw... We are privileged to have Clint Abraham from Morningstar to provide clarity around the investment markets and insight into the investment decision process. The Webinar will be conducted live, taking approximately 45 min, and will provide you the opportunity to participate during the Question & Answer session. If you have any queries, please contact Terri Faint on 03 9268 6765.

21.01.2022 Due to the current volatile investment market created by COVID-19, there is both investor uncertainty and investment opportunity. PWS Advisory Group is committed to our clients wellbeing in these challenging times by presenting this important Investment Webinar. Click the link below to find out more. https://bit.ly/PWS-Investment-Webinar

20.01.2022 Approximately one-third of our adult life can be spent at work. With so much of our time spent at work its important to lean to practice self-care: relaxation, rejuvenation and reflection. Read more on this topic in our latest article by clicking the link below. http://bit.ly/PWS-PractisingSelf-Care #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #selfcare #relaxation #rejuvenation #reflection

20.01.2022 From all of us at PWS Advisory Group wed like to wish you and all your families a safe and happy New Year!

19.01.2022 Wishing you a happy and prosperous year!

19.01.2022 Its important to invest in yourself if you come into a sudden influx of money. We go through some of the best ways to use this influx in our latest article lin...ked below. http://bit.ly/PWS-Investinginyourself #PWSAdvisory #PWSFinance #PWSWealth #PWSBusiness #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong

18.01.2022 At PWS Advisory Group our core focus is on improving your wellbeing. With the growing impact that the Coronavirus (COVID-19) is having across Australia and the Globe, the health and safety of our team, their families, clients, associates and the wider community is our utmost priority. Accordingly, as a precaution we have made the decision to close the Geelong and Melbourne offices effective from 6.00pm today until further notice.... In saying this, we are still open for business as usual and our team have secure remote access to ensure that we can continue to deliver on our vision of improving personal wellbeing and ensuring we remain focused on working together with our clients in achieving their goals and objectives. Whilst we do not have any reported exposure to COVID-19, our systems and processes have allowed us to be proactive in reducing the risks from the potential spread of the disease and avoiding a directive action from the Government to close in the coming weeks. We believe that being proactive in this decision has allowed us to smoothly manage the transition of the office closures and limit any impact to you. For further information regarding our office closure and the potential impact to you, please follow the link to our detailed update. http://bit.ly/PWS-detailed-update We will continue to provide you with updates regarding our office closure and related implications to you as a result of COVID-19. Our main communication will be provided via email, our website and social media platforms. Please do not hesitate to contact the team to discuss any concerns or queries that you may have.

18.01.2022 Wed like to say congratulations to Ashley for becoming a fully qualified CPA after completing all her subjects with high distinctions! The PWS family are very proud of Ashleys achievements & commitment!

18.01.2022 I love this and thought I would share this video by Simon Sinek. Our world is changing, we must adapt, and by changing our mindset we will create new opportunit...ies. Some food for thought...consider how will you do what you are doing in a different world? How will you reinvent yourself? Remember, we will get through this and together we can make a positive difference. Take care everyone. PWS Advisory Group

17.01.2022 The Governments Age Pension remains a vital source of income for many older Australians in retirement. Importantly, there are specific eligibility tests (age, ...residency, assets and income) that need to be met by older Australians to qualify to receive the Age Pension, in part or full. In this article linked below we discuss the gifting and deprivation rules that could affect you. https://bit.ly/PWS-PensionEntitlements #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #pensionentitlements #giftingrules #pensionrules

17.01.2022 Looking after yourself isnt selfish, to further your own goals and ambitions you first need to take care of yourself.

17.01.2022 When the SMSF team was approached by a new client looking for more support from their Accountants, neither the Client or the SMSF team knew just how much they w...ould need that professional support. Unbeknownst to the client their tax was 5 years behind and the ATO wasnt happy about it. Dont let wrong advice or poor service penalise you. Get the right advice, first time. Read how we changed the life of a client who didnt realise how non compliant they had been with the ATO through the link below. http://bit.ly/PWS-GreatAdvice #PWSAdvisory #PWSFinance #PWSWealth #PWSBusiness #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #greatadvice #rightadvice

16.01.2022 Life can be stressful, take some time to take care of yourself!

16.01.2022 New Years resolutions have come and gone, if you want to set better goals for your future read our latest article linked below to find out how you can! http://bit.ly/PWS-SettingGoals #PWSAdvisory #PWSFinance #PWSWealth #PWSBusiness #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #settinggoals #futuregoals

14.01.2022 We are looking for an energetic, client focused Snr Accountant to join our team based out of our Melbourne office. If you (or someone you know) is looking for that next career progression, apply via the below Seek Ad. Applications will only be accepted via Seek.

14.01.2022 PWS in conjunction with our friends at Morningstar presented a webinar which looked at the current drivers of todays Economic Market, how different investments have been impacted and the differing approach some have to the current conditions. If you couldnt make it please follow the link below to see the full webinar from Clint Abraham and the PWS team.

14.01.2022 Estate and succession planning can be difficuly even in good times. PWS Wealth Advisory will work with you to help plan for any circumstance to let you rest easy knowing our highly trained team of experts has everything taken care of.

14.01.2022 During this time of uncertainty it is important that we look after ourselves so were in a better position to help others that are dependent on us. We also need to look out for each other, be united, empathic to those around us and importantly consider the needs of those in a less fortunate position than ourselves. Click the link below to watch our recent update video on how we can help you through these uncertain times. https://bit.ly/PWS-ABriefUpdate #PWSAdvisory #PWSFinance #PWSWealth #PWSBusiness #geelongbusiness #melbournebusiness #financeservicesmelbourne #financeservicesgeelong

13.01.2022 To all the mums, we wish you a very Happy Mothers Day.

13.01.2022 #lestweforget #wewillremeberthem #anzacday2020

13.01.2022 Check out page 13 in Fridays Financial Review newspaper to see how we are celebrating our members. We know it has been a difficult time for our members over ...the last few months, so we spoke to a few about how they have managed these trying times. Daniel Angelovich, Director at PWS Advisory Group and a trusted The Tax Institute member shared with us his own professional advice on his practices response to COVID-19. #thankyou #tax #taxprofessionals #taxinstituteoz

13.01.2022 For more than three months, Australia has been ravaged by catastrophic fires and these have escalated to unchartered levels recently. We have already witnessed the tragic loss of lives, properties, wildlife and livelihoods with more devastation expected. If you need support or want to help those affected, our recent blog includes links to many resources that can, and need help. Click the link below to read more. https://bit.ly/PWS-BushfireSupport #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #selfcare #support #bushfires #bushfireresources

12.01.2022 Stevens journey to the Chicago Marathon has formally begun. Today he was out running at 5.45am in Bangkok what else would you do on holiday when its 25 degree at sunrise. Read more about his training in our recent blog. http://bit.ly/PWS-Chicago-Marathon

11.01.2022 We would like to provide you with an update on PWS Advisory Group including some of the current issues we are addressing with our clients. Read the full update through the link below. https://bit.ly/PWS-June-Update

11.01.2022 The PWS Advisory Group vision centres on working together with our clients, to achieve their financial goals and aspirations, thereby improving personal wellbeing. Together we can make a positive difference. Read more in our latest blog linked below. https://bit.ly/PWS-focus-on-what-is-important

09.01.2022 From all of the management and staff, we wish you and your families a very happy and safe Christmas. Thank you for your support throughout the year and we look forward to working with you again in 2020 when our office reopens on Jan 2.

09.01.2022 Contrary to popular beliefs a dedicated tax and accounting advisory team arent just for the rich. The PWS Business Advisory team can help you improve your cash flow and set you on the path to a better tomorrow. Contact the PWS Business Advisory team today to find out more.

08.01.2022 Clearly, there is pressure on businesses, personal finances and investment markets. The Government has and will continue to announce measures to aid the economy. The Banking system will also play a major role in providing support. In assessing and understanding the implications COVID-19 will have to your business and families it is important to remember that you are not alone and that we are here and ready to support and help you. Read the full report and watch the video through the link below. https://bit.ly/PWS-CoronavirusEconomics

06.01.2022 We're hiring! Join a growing team who are passionate about improving the wellbeing of others and making a positive difference. The positions available are based on a full-time role with attractive remuneration commensurate with your skills and experience. However, we offer a flexible and mobile work structure. Read more through the links below! http://bit.ly/PWS-DataManagementAccountant http://bit.ly/PWS-DataAdministrator

03.01.2022 The PWS team have been out running again. In conjunction with Cornwalls Solicitors the team took part in the Sunset Series Zoo Run. 8 staff along with a number of clients ran in the 4.8 km and 8 km runs. The best performer for the day was Damien from our finance team who completed the 4.8Kms with a time of 20.32 AND 13TH overall. The highlight of the night was running amongst the local inhabitants.

02.01.2022 Reflecting on the past 6 months, particularly since the effect of the Coronavirus on financial markets, I am concerned that many investors do not have a clear and tailored investment strategy. In many instances there remains a significant dis-alignment between the investor’s risk profiles and the investment risk connected with their investment portfolio. The next 12 to 24 months will experience further challenges and headwind in investment markets. Read more in our latest blog linked below. http://bit.ly/PWS-learnings-from-coronavirus

01.01.2022 From senior management and all of the team at PWS Advisory Group we wish you and your families a safe and happy Easter!

01.01.2022 Were hiring! Join a growing team who are passionate about improving the wellbeing of others and making a positive difference. The positions available are based on a full-time role with attractive remuneration commensurate with your skills and experience. However, we offer a flexible and mobile work structure. Read more through the links below! http://bit.ly/PWS-DataManagementAccountant http://bit.ly/PWS-DataAdministrator