Financial Planning in Orange NSW.
Helping you grow your wealth.
We're financial planners and advisors in Orange, NSW. As authorised representatives of Count Financial, our team offers qualified advice across investment, superannuation, retirement planning, insurance and debt management - all working alongside your accountant under one roof.
Six financial advice areas
under one team.
Getting financial advice in Orange NSW should feel like talking to someone who actually knows your situation. At pmwPlus, we advise on investment, superannuation, retirement, insurance, debt and estate planning - and because our financial planning team sits within the same firm as your accountant, every decision is made with your tax position in mind.
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
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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02
Superannuation Advice
Your super is likely your largest financial asset outside of your home. We advise on contribution strategies, fund selection, SMSF setup and administration, and consolidation, making sure every dollar is working as efficiently as possible.
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03
Investment Strategy
Building a portfolio is only part of it. We help you think through risk tolerance, diversification and investment timelines so your decisions are driven by evidence, not market noise. Managed funds, direct equities, or a mix - we advise on what suits you.
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04
Insurance Advice
Life, TPD, trauma and income protection - the right cover at the right price. Many Australians are either underinsured or paying for cover they don't need. We review your current position, identify gaps, and recommend a structure that protects what you've built without overcapitalising.
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05
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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06
Wealth Planning
Big-picture wealth strategy, including estate planning and intergenerational wealth transfer. We help you see your full financial position - assets, liabilities, net worth - in one place and build a long-term plan from there.
Why financial advice
is better with us.
We're AFSL holders
pmwPlus holds financial planning authorisation through Count Financial, one of Australia's largest independently owned financial advice licensees. That means qualified, regulated advice, not a general opinion.
Tax-aware planning
Your accountant and financial planner sit at the same table. No more crossed wires - with pmwPlus, we ensure all financial advice is considered alongside your tax position, so a decision that looks good on paper doesn't cost you at tax time.
We listen before we advise
We don't run through a checklist and hand you a plan. We sit down, learn what you're building toward, and take the time to understand the full picture. Some of our client relationships span more than 20 years. That's the kind of financial advisor we're here to be.
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 1533 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.