The advice provided by pmwPlus financial advisors is tailored to you. Our certified financial planning and wealth creation services are designed around your needs, your goals – your future.

We have a tried-and-tested process customised to suit your individual situation. We start by understanding your life goals, needs and aspirations which are then mapped into ten-year, three year and 12-month action plans.

Our friendly, certified and expert team of financial consultants are here to help you with everything from savings planning, retirement planning, personal insurance and superannuation. We’re here to help you.

For many people, managing a private wealth portfolio can sometimes feel like a full-time job. The complexities and risks associated often leave you overwhelmed and frustrated. We understand some people have unique financial situations which require greater diligence and a higher degree of active management. Others may have issues with income taxes, estate planning, investment management and other legal issues which require specific expertise which traditional investment advisers aren’t qualified to give.

We partner with you to help you manage your private wealth portfolio, incorporating every financial impact on your life stage. From financial planning to superannuation, insurance, estate planning, investments and even annual tax returns. At pmwPlus, we enhance your financial situation to help you achieve short, medium and long-term financial goals.

pmwPlus is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.

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 CountPlus’ Privacy Policy.

General advice warning: The website may contain advice which is general in nature. 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.

Count Financial’s Complaints Handling Policy is available here.