PGW Financial Services is one of Australia’s leading financial services licensees. We are passionate about transforming Australia’s financial advice industry for the better.
Since 2007, we have provided licensing services for Australia’s best financial advisers. We are passionate about providing personalised, useful and flexible support to advisers who want to grow their unique advice business.
We also want to give clients access to the highest quality and most effective financial advice solutions. By building a strong, supportive community for financial advisers, we achieve both of these goals.
PGW’s key managers have been or are financial advisers – so we know what it takes to create a strong and successful practice. We help our advisers take their businesses to the next level and give their clients advice that makes a real difference in their lives.
Be the preferred choice of the boutique dealer group in Australia
Provide a community of trusted advisers and passionate entrepreneurs
Foster trusted, long-term relationships between our advisers and clients
Grow together with the advisers and clients in our network
Transform and shape Australia’s advice industry for the better
Our rigorous onboarding process ensures we attract only the best. So advisers know they’re joining a strong, stable community, and clients can trust in the people who advise them.
We develop personal relationships with advisers in our network – learning everything we can about their unique business and supporting them to grow and prosper.
We give advisers the freedom to build their practice their way, rather than prescribe what works for us. There’s room for every type of business in our adviser community.
We consider the present situation but always keep one eye on future opportunities. We’re building a strong, reputable licensee firm that will keep growing well into the future.
We’re building a supportive, capable and loyal community for our advisers. This will give you flexibility and control over your own business, and provide support, training and assistance as you need it.
At PGW, we promise all our advisers:
a common-sense approach to compliance
the flexibility to run your business your way
a streamlined transfer process that ensures minimal disruption for you
superior service delivery with prompt responses and a direct line to management
future-focused business planning advice
ongoing education and training, and knowledge sharing within the community.
We value your success as much as you do. Contact us to find out more.
When you engage a PGW adviser, you become part of a larger community – which puts a broad array of advice and expertise at your disposal.
We work hard to build a network of talented and experienced advisors from a range of backgrounds and disciplines to give you access to the best financial advice.
Whether you’re an individual or a business, our positive, customer-focused advisers can provide a range of solutions, including financial planning, superannuation, personal insurance, investment and mortgages.
Having a network of skilled advisers means you’ll never get a one-size-fits-all solution. We want to know who you are and where you want to go, so we can help get you there.
Contact us to find out more.
Contact us to find out more