PWS Wealth Advisory in Geelong, Victoria | Financial planner

PWS Wealth Advisory

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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25.01.2022 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. See more

24.01.2022 #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #comparison #infographic

23.01.2022 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

21.01.2022 PWS Wealth Advisory, together with our Accounting & Finance Advisors, can take the stress and complexity out of improving your future and maintaining your wealth. Contact the team today to find out how we can help.

21.01.2022 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.

20.01.2022 We'd 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!

20.01.2022 From senior management and all of the team at PWS Advisory Group we wish you and your families a safe and happy Easter!

20.01.2022 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

20.01.2022 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!

19.01.2022 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

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.

17.01.2022 Making the decision to retire is only the first step. Get all your finances in order and double check your numbers. If you need any advice contact the PWS Wealth Advisory team today.

17.01.2022 Some of you may be aware that PWS has a RED 25 Group registered with the Australian Red Cross Blood Service (now known as Lifeblood). Every 2 weeks I now give... a donation. At first I was only able to give Plasma due to a travel restriction I had in place. That has now been lifted and Im now regularly donating Platelets. My reason for donating was strengthened after my recent donation 2 weeks ago when I received an SMS update from Lifeblood letting me know that my donation had been used to save a life at the Royal Childrens Hospital. To know that I have potentially saved, or at worst enriched, the life of a child in need is an amazing feeling. Every 2 weeks, I sit in the donation centre, watching a Netflix episode or watching a game of NFL or chatting to the staff and other donators and give a little bit of my time and myself to help improve the wellbeing of others. I have no doubt that the family of the child that received my donation may not have given any thought to where or from whom the donation was from AND nor should they. They have far bigger issues to worry about. The only thing that matters is that the donation was there, when needed and, I hope, it did what it was intended to do. Save a life. From time to time Lifeblood undertake Industry specific challenges with 2 of the most recent being the Health Services & Councils Blood Challenge. The City of Greater Geelong & Barwon Health claimed top spot in each of their respective challenges. Now its time for the Financial Services Sector of which we are a participant. My challenge to all Staff, our families and our wider PWS friends is: GET INVOLVED.. From the 1st Dec 2019 to the 29th Feb 2020 I challenge all of you to give as much as you can! Make as much of a difference as you can for those in need. It doesnt matter where we place, lets just make a difference. The blood we donate can be made into 22 different medical treatments. PWS currently have 5 members registered in our RED 25 group. If we all donate every 2 weeks through out the challenge, the 5 of us have the potential to donate 35 times (5 x 7 donations). The number of lives enriched through those donations of Plasma or Platelets could be as high as 770. 7 donations of Plasma will take around 10 hours of our time over the next 3 months but we could be giving some one the rest of their life. If you want to get involved and join the PWS Red 25 group, call the office and Ill let you know what you need to do. Mick Alexander

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

16.01.2022 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 specialises in Wealth Management and can assist you in implementing a plan to provide you with peace of mind and financial prosperity. #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #wealthmanagement #managingwealth

15.01.2022 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

15.01.2022 The PWS Wealth Advisory are experts in planning out your superannuation and retirement. Planning for the future can be daunting but it doesnt have to be. Working together with our Accounting & Finance Advisors, we can take the stress and complexity out of improving your future wealth and provide peace of mind.

15.01.2022 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

13.01.2022 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

11.01.2022 With the retirement age consistently increasing for the average Australian every little change could let you retire years earlier. Contact the Superannuation and Retirement specialists at PWS Wealth Advisory team to find out more!

11.01.2022 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.

09.01.2022 Wed like to say congratulations to Ryan on being one of the 404,898 people raising funds for Movember! Ryan has raised $670 which is going to some fantastic Mens Health organisations!

09.01.2022 Well be providing you with updates regarding any support you may receive and any new government measures over the coming weeks or months. We cannot stress enough how important it is that before you act on any decisions regarding your superannuation that we consider your overall wealth strategy. Please feel free to contact us at any time to discuss any concerns you may have. Your wellbeing is extremely important to us, please keep safe and keep smiling. https://bit.ly/PWSWe...alth-Update #PWSAdvisory #PWSWealth #PWSFinance #PWSBusiness #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong

09.01.2022 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

08.01.2022 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

08.01.2022 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

07.01.2022 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.

07.01.2022 The average age of first home buyers keeps increasing, with more young people turning to their parents for financial help. But is lending your children money from the bank of mum and dad right for you? Read more in our latest blog by clicking the link below. http://bit.ly/PWS-ParentTrap #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #parentloans #bankofmumanddad #helpingkids #financialloan #personalloan

07.01.2022 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

07.01.2022 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

06.01.2022 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

05.01.2022 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

05.01.2022 Friday night was a wonderful night to kick off the festive season with the PWS team and their partners spending the evening celebrating what has been another big year for the firm at Taxi Kitchen Fed Square.

05.01.2022 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 num...ber 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. See more

05.01.2022 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

01.01.2022 Australians, and people around the globe, are living longer than ever before due to an increased awareness and understanding of the factors that influence our life span, such as genetics, health care, workplace health and wellness, hygiene, diet and nutrition, exercise, and lifestyle. In our latest blog we go through the stages of retirement and how to best prepare for it. Click the link below to read more. http://bit.ly/PWS-TheThreeChapters #PWSAdvisory #PWSFinance #PWSwealth #geelongbusiness #melbournebusiness #financeadvise #financeservicesmelbourne #financeservicesgeelong #ageing #retirement #retirementchapters

01.01.2022 Wed like to say thank you to all our clients, team members and associates who recently attended our Christmas Functions in Geelong and Melbourne! Without all these amazing people we couldnt of had such a great year and were looking forward to many more!

01.01.2022 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