Where We Can Help
Cash Flow Planning
Your advisor will help you create a budget, optimize savings, and make strategic decisions to maintain a healthy and efficient cash flow.
Retirement Planning
Your advisor will help you set retirement goals, choose appropriate investment options in your superfund, and craft a tailored strategy to ensure you have the financial resources needed for a comfortable and secure retirement.
Investment Planning
Your advisor will help you choose and manage various investments to optimise returns while aligning with your risk tolerance to help you build wealth and achieve your financial goals.
Estate Planning
Your advisor will help you align your superannuation and insurance with your wishes and minimise taxes to ensure a smooth transfer of wealth to your beneficiaries.
Insurance Planning
Your advisor will help you find the best personal insurance coverage by assessing your needs and comparing options. We'll also assist in managing your policy and ensuring it's effective when you need it, providing support and guidance during any claims process.
Tax Planning
Your can enhance your tax planning by recommending strategies like salary sacrificing, which allows you to allocate a portion of your pre-tax income towards superannuation or other benefits, reducing your taxable income.
What You Can Expect From Us
When it comes to our finances, surprises are never welcome. In today’s unpredictable world, it’s important to have a trusted advisory firm that brings real value to your life. At PWP, we know how crucial the advisor-client relationship is. After working with thousands of clients this century, we've found a few key factors that truly make a difference.
Know What You Are Looking For
To find the right Financial Advisor, it’s essential to first understand your current situation and what you want for your future. In our initial consultation, we’ll review your financial goals, circumstances, and priorities to get a clear picture of where you stand. This helps us determine whether we’re a good fit for each other and gives you the opportunity to see if it makes sense for us to work together.
Mutual Respect
Mutual respect is the cornerstone of a successful relationship with your financial advisor. It means valuing each other’s time, listening carefully, and being open and honest in your communications. When both parties approach the relationship with respect, it fosters a collaborative environment where your financial goals can be openly discussed and effectively addressed, leading to a more productive and trusting partnership.
Communication
In a world that's always changing, staying in touch regularly is important. We understand that our clients are busy, so we'll make sure to reach out in a way that fits your schedule. We'll avoid contacting you at inconvenient times, ensuring you can give your full attention and stay fully informed about your financial matters. Your engagement and understanding are our top priorities.
Reflect
We hope to work with all our clients for many years to come, but we understand that circumstances can change, and sometimes an ongoing partnership might not be the best fit for both parties. If you ever feel that something about our services isn’t quite right for you, please let us know. We regularly review our processes and client relationships to ensure we’re delivering the highest level of service. Your feedback is always welcome and helps us improve and serve you better.