PGW Financial Services

Reflecting on an incredible Day 1 at the PGW 2024 National Conference at the iconic Adelaide Oval!🏏 We kicked off with an inspiring introduction to our theme, 2030 Vision: Growth & Innovation in Financial Advice. The day was filled with valuable perspectives on the future of our industry, emphasising forward-thinking strategies and adaptability to meet the evolving needs of our clients. Set against the beautiful backdrop of the Oval, our advisers had the opportunity to connect, share insights, and strengthen relationships—showcasing the power of collaboration in our profession. Our Educational Partners brought forward interesting perspectives and insight from industry leaders, enriching the knowledge of our advisers to prepare for the ever-changing landscape in Financial Advisory. Thank you to all our dedicated Educational Partners for making Day 1 a success, sharing knowledge, and contributing to a memorable start to this year’s conference. Here’s to a strong future together as we shape the next chapter of financial advice! #PGW2024 #2030Vision #FinancialAdvice #ProfessionalDevelopment #Markets #InvestmentTrends #Investment #Property #Developments

"A community united by growth and vision is unstoppable.💎🚀 " What an incredible experience at the 2024 PGW Financial Services' National Adviser Conference! Held at the iconic Adelaide Oval, this year’s event saw record attendance, affirming the power of our 2030 Vision: Driving Dynamic Growth in Financial Advice agenda. At PGW Financial Services, growth is rooted in community. Our unique approach means we welcome advisers solely through referrals within the PGW network - no mass marketing, just genuine connections. This has allowed us to build an adviser community of over 60 talented professionals who not only share our ethos of By Advisers, For Advisers but also embody Freedom Within Boundaries, allowing personalised, high-quality advice that serves clients’ best interests at all times. I am very proud of our adviser community, whose commitment to excellence and client care continually sets us apart. What resonated most with attendees? The emphasis on human connection. It’s clear that, as advisers and practice owners, we thrive on shared insights and collaboration. Our event fostered exactly that environment, with advisers exchanging ideas, strategies, and stories that strengthen our practices and enrich our service to clients. From illuminating sessions led by our educational partners and our own Advisers, offering fresh perspectives on practice management, asset classes and industry trends, to memorable evening gatherings at the National Wine Centre of Australia and a stunning rooftop venue, the conference was a true celebration of our growth and our commitment to fostering an exceptional adviser community. Here’s to many more years of dynamic growth, united by a vision that prioritises connection, integrity, and the success of each adviser. Thank you to everyone who made this event unforgettable. #PGWCommunity #FinancialPlanning #GrowthMindset #AdviserSupport #AdelaideOval #ProfessionalDevelopmentDay

Another fantastic two days of professional development and learning organised by PGW Financial Services at the historic Adelaide Oval. The leadership team led by Johnny Shin Tracey Gould Benjamin Ross constantly raising the bar on building a community For Advisers By Advisers. Own Financial Planning Dane Pymble #cpd #learning #financialplanning

This week’s Adviser Catch-Up featured special guest Vincent Holland from Plutosoft Financial Planning Software. 🚀 Vincent Holland is a lawyer, financial adviser, fintech thought leader, and co-founder of Plutosoft, a comprehensive software system for financial planners. He is dedicated to helping financial planning firms leverage technology to enhance their performance. A frequent presenter at conferences, he is regularly published and quoted in financial planning media outlets, including Money and Life, Independent Financial Adviser (IFA), Professional Planner, Money Management, and Ensombl. Vincent addressed several essential topics, including: -Selecting technology tailored to your practice’s unique needs, from identifying key pain points to establishing selection criteria. -Successfully implementing new technology, with a focus on effective change management. -Continuously maximising the benefits of technology over time. -Case studies of advisory practices that applied best practices for optimal results.   To conclude, our advisers shared insights on Technology Game-Changers, discussing tools and innovations that have transformed their practice. 🌐 #FinancialPlanning #FinancialAdviser #InvestmentTechnology #FinancialTechnology #Finance #Markets #Adviser

🏏 We're ready to hit it out of the park at Adelaide Oval for this year’s PGW Professional Development Day! This year, we’re focusing on our forward-looking 2030 Vision theme, exploring the strategies, insights, and innovations that will shape the next decade in financial advice. 📈 We’re thrilled to welcome our educational partners and dedicated advisers who are joining us for both days of knowledge-sharing, networking, and growth. It’s an invaluable opportunity to connect, discuss the future of our industry, and gain insights that will drive a lasting impact for advisers and their clients alike. Below is a short highlight video from last year’s PD Day in Sydney, capturing the things that make these events so special. We’re looking forward to an even more inspiring day this year in Adelaide and can’t wait to see everyone there! 💫 #PGWProfessionalDevelopmentDay #Finance #FinancialAdvisers #TradingSolutions #MarketAccess #2030Vision #WealthManagement #ProfessionalDevelopment #Investments #FinancialPlanning

We’re pleased to introduce CMC Connect as one of our valued educational partners for this year’s PGW Professional Development Day! CMC Connect delivers state-of-the-art trading platforms and unparalleled market access, equipping advisers with real-time data and advanced tools to help make informed, strategic decisions for their clients. As a leader in Australia’s trading landscape, CMC Connect is known for its strong reputation in reliability and innovation. Joining us as a guest speaker is Katrin Bahr, Senior Relationship Manager at CMC Connect. With over 20 years of experience in financial markets relationship management, Katrin has worked across Frankfurt, London, and Sydney. She brings deep expertise in the intermediary space, particularly in domestic stockbroking, from her roles at ANZ and CMC. At PGW, we’re excited to partner with CMC Connect, whose focus on empowering advisers with advanced trading solutions aligns with our 2030 Vision. Katrin’s session will offer insights into how CMC Connect’s platforms can support advisers in growing their practices and delivering innovative strategies for their clients. #PGWProfessionalDevelopmentDay #CMCConnect #FinancialAdvisers #TradingSolutions #MarketAccess #2030Vision #WealthManagement #Markets #Shares #Equities CMC Markets

We’re excited to introduce Capital Prudential as one of our educational partners for our upcoming PGW 2024 Professional Development Day! Established in 2019, Capital Prudential is an alternative asset manager specialising in disciplined real estate development. With a focus on providing both wholesale and retail investors access to the Australian private credit market, Capital Prudential has facilitated over $500 million in real estate development transactions across Australia. 🏘️ Joining us as guest speakers are Sam Moore, Executive Director, and Michael Fazzini, Sales and Distribution Executive. Sam brings extensive experience in finance and law, having held senior management positions at Rural Bank and Bendigo and Adelaide Bank. Michael, with over 35 years in the funds management industry, is well known for his work at AMP Capital and brings deep expertise in investment dynamics. At PGW, we’re proud to partner with Capital Prudential as their focus on real estate development and comprehensive risk management aligns perfectly with our 2030 Vision. Their insights into real estate as a mainstream asset class will provide valuable takeaways for advisers seeking to enhance client portfolios with diversified and disciplined investment strategies. 📊 #PGWProfessionalDevelopmentDay #CapitalPrudential #PropertyDevelopment #RealEstateInvestment #2030Vision #WealthManagement #FinancialAdvisers #Property #PropertyMarket

We’re excited to introduce TAL Australia as one of our educational partners for the PGW 2024 Professional Development Day! TAL, one of Australia’s leading life insurers, is committed to protecting not just things, but what matters most—people’s lives and experiences. With a history of evolving products and customer experiences, TAL strives to meet the needs of Australians today and in the future. ✅ Joining us as a guest speaker is David Glen, who brings over 20 years of experience in tax and strategic advice within the financial services industry. David’s deep expertise in tax treatment of insurance products and his work as a tax counsel for several insurance companies make him well-suited to share valuable insights with our advisers. His session, Risky Business, will cover essential considerations for advisers when working with clients on risk management. We look forward to hearing David’s insights and how TAL’s expertise aligns with the 2030 Vision theme, driving innovation and excellence in the financial advice space! 📈 #PGWProfessionalDevelopmentDay #TALInsurance #FinancialAdvice #RiskManagement #AdviserEducation #WealthManagement #LifeInsurance

We’re excited to welcome Altor Capital as one of our educational partners for this year’s PGW Professional Development Day! Altor Capital is a specialised alternative asset manager, focused on protecting the downside while positioning for upside growth. With a robust investment philosophy, Altor Capital delivers strategies designed to offer superior risk-return profiles compared to traditional asset classes. 🌐 Tom Cochrane, Associate Portfolio Manager at Altor Capital, will be joining us as a guest speaker. With extensive experience in corporate advisory, private credit, private equity, and public equities, Tom plays a key role in investment analysis and corporate advisory across Altor’s funds. He holds a Bachelor of Commerce and Economics from the University of Queensland and is a Chartered Alternative Investment Analyst (CAIA). Tom will be sharing his insights on "Australian Private Credit", highlighting key strategies to help advisers navigate the private equity space for their clients. At PGW, we support Altor Capital’s commitment to long-term wealth growth and disciplined investment strategies. Tom’s insights will provide attendees with practical knowledge to enhance their portfolio approaches and deliver value for their clients. 📈 We look forward to seeing how Altor Capital's approach will help drive dynamic growth as part of our 2030 Vision for financial advisers and their clients. 📊 #PGWPDDay2024 #AltorCapital #AlternativeInvestments #PrivateCredit #2030Vision #WealthManagement #FinancialAdvisers #PrivateMarkets #Markets #Investments

We’re excited to showcase intelliflo as one of our educational partners for this year’s PGW Professional Development Day! Intelliflo is a leading provider of financial advisory technology, supporting over 30,000 financial advisers worldwide and managing more than $1 trillion in assets. With its cutting-edge, open architecture solutions, Intelliflo simplifies the complex digital landscape for advisers, helping them enhance client service and drive growth. Joining us as a guest speaker is Stuart Alsop, Director of Sales at Intelliflo. With over a decade of experience in wealth management and technology across the UK and Australian markets, Stuart has worked with FE fundinfo and Money Management, contributing to strategy and business development in the financial services industry. He will share his insights on "How Technology is Driving Global Growth in Advice", exploring how advisers can leverage digital tools to stay ahead. At PGW, we’re proud to align with Intelliflo’s forward-thinking approach, and its focus on empowering advisers is a key part of our 2030 Vision. Attendees will gain valuable insights into how technology can shape the future of financial advice and help advisers navigate an evolving industry. We look forward to seeing how Intelliflo’s innovative solutions will support growth for advisers and clients alike. #PGWPDDay2024 #Intelliflo #FinancialAdvisers #2030Vision #TechInFinance #WealthManagement