Financial Planning in Orange NSW
Helping you grow
your wealth.
Life is full of important financial decisions. Whether you're building wealth, protecting your family, preparing for retirement or planning your legacy, confidence comes from having a clear strategy and trusted advice.
At pmwPlus, we provide personalised financial planning solutions designed to help you make informed decisions, navigate change and achieve your long-term goals. By understanding what's important to you, we develop practical strategies that help you build, protect and enjoy your wealth at every stage of life.
Financial Services Guide.
Our Financial Services Guide explains who we are, the advice and services we are authorised to provide, how we are paid, and how to raise a concern. Please read it before acting on any advice.
Helping You Make
Confident Financial Decisions.
Financial planning is about more than numbers. It's about creating a roadmap that aligns your financial resources with the life you want to live.
Whether you're building wealth, preparing for retirement, managing debt, protecting your family's future or navigating significant life transitions, our advisers work with you to develop practical strategies tailored to your goals. We take the time to understand what matters most to you, providing clear advice and ongoing support so you can make informed decisions with confidence.
At pmwPlus, we believe financial success isn't measured by how much you have, but by the freedom, security and opportunities your financial position creates.
Why It Matters.
Financial planning is not just about investments or retirement. It's about creating financial confidence, reducing uncertainty and helping you make the most of the opportunities life presents.
Explore all pmwPlus
financial planning services.
Pick the area that's most on your mind to learn more about our tailored financial advice in Orange.
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01
Aged Care
Supporting families through life's most important transitions.
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02
Cashflow & Budgeting
Take control today. Build confidence for tomorrow.
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03
Debt Management
Debt isn't always a problem - it's about how it's structured. We look at personal and business debt in the context of your broader financial picture and advise on strategies that reduce interest costs, improve cash flow, and help you reach financial independence sooner.
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04
Estate Planning
Protect what you've built. Preserve what's important.
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05
Investment Planning
Invest with purpose. Grow with confidence.
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06
Personal Risk Insurance
Protect the people who depend on you most.
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07
Retirement Planning
We help you map a retirement that reflects what you actually want from life. Whether you're five years away or just starting to think about it, we look at your current super balance, income needs and timeline, then build a strategy that gives you real clarity about what's ahead.
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08
Superannuation
Maximise today's opportunities for tomorrow's lifestyle.
Ready to put a plan
around your future?
A first conversation costs nothing. We'll listen to where you are now, what you're working toward, and what's getting in the way. From there, we can map out a practical next step together, whether that's a ten-year, three-year, or 12-month plan.
Financial planning at pmwPlus
Questions we're often asked.
What financial planning services does pmwPlus offer?
We advise on retirement planning, superannuation strategies, investment portfolios, life and income protection insurance, debt management and overall wealth planning. Our financial planning team works alongside our accounting and business advisory teams in the same office in Orange, NSW.
Is pmwPlus a licensed financial planner in Orange?
Yes. Our Count Financial advisors in Orange, NSW, are authorised representatives of Count Financial Limited (AFSL 227232), one of Australia’s largest independently owned financial advice networks. You can verify our advisors on the ASIC Financial Advisers Register at moneysmart.gov.au.
Do I need a lot of money to get financial advice at pmwPlus?
No. Our financial planners in NSW work with clients at every stage of their financial life – from people just starting to build wealth, to those planning a business exit or heading into retirement. Many of our clients come to us before they feel ‘ready’. That’s exactly when it helps most.
Can I get financial planning and accounting advice from the same firm?
Yes, and that’s one of our key points of difference in Central West NSW. Your financial planner and accountant sit within the same team, so your advice is always coordinated and tax-aware. For businesses needing hands-on financial support beyond advice, our finance team provides tailored support, acting as an extension of your own team.
How do I get started with financial planning at pmwPlus?
For financial planning in NSW, call our Orange office on (02) 6362 1966 or send us a message via our contact page. We’ll arrange a short introductory call to understand your situation and confirm we’re the right fit before committing to anything.
General Advice Disclaimer.
The advice provided is general advice only, as 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.