Personal Wealth Group Information

Personal Wealth Group (PWG) helps you realise the life you want to live by providing financial advice that goes beyond a plan. We help you decide on the financial future you want and show you the best way to get there, as well as assist with every stage of implementation. A team of three advisers all with different areas of expertise and experience, a dedicated paraplanner and a practice manager make up the PWG team. We provide holistic financial advice, in the areas mentioned below including Mortgage Broking through Australian Finance Group (AFG) accreditation and General Insurance advice via Resilium. Our focus is on advice and service delivery and we pride ourselves on developing and maintaining long lasting partnerships with clients. PWG advisers are accredited to provide financial advice through AMP Financial Planning. PWG is also involved in community work including providing pro-bono advice to people in need via the cancer council.