For Clients

PGW Financial Services – a network of advisers you can trust

At PGW, we are guided by an important principle: investing is about more than money. It’s a principle that we reinforce across the business and our adviser community. Our focus is on fostering client wellbeing and relationships beyond their financial goals.

For Clients

PGW Financial Services – a network of advisers you can trust

At PGW, we are guided by an important principle: investing is about more than money. It’s a principle that we reinforce across the business and our adviser community. Our focus is on fostering client wellbeing and relationships beyond their financial goals.

Search for Advisors

The PGW Difference

Great financial advice starts with great financial advisers – and that’s our focus at PGW Financial Services.

Our rigorous process for bringing on new advisers ensures we recruit only the very best. This includes careful background and reference checks and compliance histories.

Every PGW adviser has a positive approach, customer service as their focus and a long history of success. So you can have complete trust in a PGW adviser.

Our network includes a broad range of advisers to suit the many different clients who need our assistance. So whether you’re a young person just starting out or a retiree, or a small or global business, we can find the right adviser for you.

We’re always growing and improving our services as we strive to transform and shape Australia’s financial advice industry for the better.

Our Services

Our network of advisers includes equity advisers, insurance advisers, wholesale advisers and holistic financial planners.

As well as a range of advisers, we have a range of wealth creation and protection strategies for personal investors, business people and self-managed super funds.

Our solutions include but are not limited to:

  • Financial Planning

  • Superannuation

  • Insurance

  • Managed Portfolio Services

  • Investments

  • Savings Accounts

  • Stock Market Investments

  • Cash Flow Management

  • Tailored Strategy Advice

Personalised service

At PGW, you’re never treated like a number – that’s just not how we operate. When you join us, you become part of our family.

Our advisers will take the time to find out who you are and what you want to achieve. Together you’ll work out your financial and life goals, and determine the right options for your situation.

Your adviser will explain the advantages and disadvantages of various strategies. We won’t just hand you a one-size-fits-all solution – we’ll make sure you have all the information you need to make an informed choice.

Start planning your future today!

Contact us to find out more

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