PGW Financial Services

This week’s Adviser Catch-Up featured our very own Heath Moss from HLM Investments. Heath shared how the market volatility is proving to be a dominant theme, as forecasted by many analysts including Heath. Uncertainty around policy—particularly trade tariffs—continues to challenge business planning and market stability. He also discussed key trends, including the impact of shifting U.S. policies on global growth, the evolving role of digital assets like Bitcoin, and the rebound in commodities like copper. While recession fears loom, economic indicators remain mixed, with Australia showing early signs of recovery. A big thank you to Heath for stepping in and providing a valuable market overview! #markets #globaltrade #tariffs #shares #investments #US

Last week, our webinar centered on Property & Advice, and we had the privilege of hearing from industry experts Sam Moore and Michael Fazzini from Capital Prudential, along with Benjamin Ross, our National Operations Manager, who shared invaluable insights on several key topics. 🏘️ Sam and Michael gave an overview of Capital Prudential, explored the current property development landscape, discussed income strategies and investment portfolios and, covered Capital Prudential's Wholesale Income Fund. Ben highlighted the importance of keeping up to date with regulatory changes and compliance processes, covering updates to FSGs and Website Disclosure Information, FDS and Client Consent, and providing property advice as a financial adviser. A big thank you to Sam, Michael, and Ben for their thoughtful contributions and expert insights! ✨ #Webinar #PropertyDevelopment #Investment #PropertyMarket #Income

Updating file notes and records can often feel like a tedious task. However, with advancements in technology and the integration of AI, we now have the ability to simplify the process and enhance productivity like never before. In this week’s Adviser Catch-Up, we welcomed special guest Alex G. from Paradino. As a former wealth adviser, Alex understands firsthand the challenges financial advisers face spending their time on admin tasks.  Recognising this inefficiency, Alex co-founded Paradino AI with Josh Ratnarajah to revolutionise the way financial advisers work. Tech-driven and passionate about problem-solving, Alex’s mission is simple: help advisers work smarter, not harder. His focus is on simplifying financial advice and empowering advisers to succeed. Alex shared valuable insights, including: -The financial services background of Alex and Josh, and how it influenced the creation of Paradino -How to generate custom file notes and meeting summaries -Introducing Athena, Paradino’s virtual assistant -How Paradino offers unlimited file note generations and custom template uploads To wrap up, advisers shared their record-keeping & note-taking methods presently. #FinancialAdvice #FinancialAdviser #FinancialPlanner #FileNotes #Compliance #AI #AIforFinance

We are excited to welcome (Bilson) Ling Feng to the PGW adviser team! Bilson is currently the Managing Director and Senior Financial Adviser at Australian Wealth League. As a Chinese immigrant and former banker, Bilson’s journey has been shaped by both challenges and resilience. Through personal experiences, he has gained deep financial expertise—first in managing his own and his family’s finances, and now helping fellow Australians build and protect their wealth. “I take my role as a financial adviser personally, treating my clients’ financial well-being with the same level of care and responsibility as I would my own. While I strive to adapt and integrate into different environments, when it comes to managing wealth, I am fully committed—sometimes to the point where holding back isn’t easy. My goal is simple: to provide practical, honest, and strategic advice that empowers clients to achieve financial security and success.” Join us in welcoming Bilson to the PGW Team! #FinancialAdviser #FinancialPlanner #Finance #Banking #Markets #Adviser

Make your first impression count! A strong LinkedIn profile is your digital handshake in the financial services world. 🌐 In this week’s Adviser Catch-Up, we welcomed special guest Nick Bendel from Hunter & Scribe. Nick is the owner of Hunter & Scribe, a copywriting agency, that specialises in writing content for financial services professionals. Nick shared invaluable strategies for LinkedIn success, including: -Your LinkedIn profile is a marketing document, not an online CV -How to write your profile in a way that entices, and builds trust, with potential clients -How creating a strong LinkedIn profile is one of the best forms of marketing you can do! To wrap up, Benjamin Ross, our National Operations Manager, provided an important Compliance update and concluded with advisers sharing their current marketing initiatives! #LinkedIn #FinancialAdviser #Finance #FinancialPlanner #Marketing

We are excited to welcome Mounir Terfas as he embarks on his Professional Year with PGW Financial Services, while working at Granada Wealth Advisory. Bringing over eight years of extensive experience in European markets, Mounir joins as a dedicated financial adviser committed to empowering clients through tailored investment solutions. Specialising in retail wealth management, Mounir has a proven track record of enhancing client engagement and streamlining financial planning processes through digital innovation. Mounir is dedicated to delivering personalised, high-quality guidance and prioritising clients’ interests. Please join us in welcoming Mounir to the PGW team as he embarks on his career in Financial Planning! #FinancialAdviser #FinancialPlanning #Finance #ProfessionalYear #Licensee #Adviser #Investments

Olivia Long, Founder and CEO of SMSFAI, has 21 years of experience leading top SMSF administration firms. As CEO, she substantially grew Super Guardian and also launched Xpress Super and PortfolioGuardian. In 2024, she founded SMSFAI, pioneering AI-driven SMSF administration. Olivia is Australia’s only SMSF Specialist providing Trustees with video reporting – tailored for each SMSF and delivered via her Microsoft Authenticated ‘AI’ Persona. Olivia addressed several topics including: -SMSFAI’s role as an industry innovator -Video-based SMSF reporting using AI -AI’s role in complementing professional services – not replace it -How advisers & clients can benefit from SMSFAI services To conclude, our advisers gave us some inspiring visions for their Goals in 2025! 💫

We are thrilled to welcome Richard Faul as he begins his Professional Year with PGW Financial Services, while working at Granada Wealth Advisory. Richard brings with him a passion for helping people achieve their goals and he takes the time to truly listen. He has 30 years’ experience in the resources industry assisting multi-million-dollar projects to stay on track financially. Richard’s professional roles have taken him around the world giving him a greater exposure to different people and cultures from Australia to Indonesia, Nigeria, Qatar and Turkey. With a background in Financial Planning (Deakin University) and Information Systems (Monash), Richard brings a unique blend of experience to Granada. The systems and controls experience plays perfectly into Richard’s logical and analytical nature whilst maximising benefits for clients financially. Please join us in welcoming Richard to the PGW team as he embarks on his career in Financial Planning! 💫 #FinancialAdviser #Finance #WelcomeToTheTeam #FinancialPlanner

A new year brings new opportunities to set goals, embrace challenges, and make meaningful progress. As we step into 2025, it’s the perfect time to reflect on your achievements, refine your plans, and move forward with purpose. This year is brimming with possibilities to strengthen your business, deepen client relationships, and achieve your aspirations. Let’s make the most of every moment and tackle 2025 with energy and determination. Here’s to a successful and fulfilling year ahead. Let’s make it count! 🚀 #2025 #NewYear #FinancialPlanning #FinancialSerivces

As the year comes to a close, we want to take a moment to thank everyone who has been part of our journey. Your support, collaboration, and encouragement have been invaluable. Whether it was offering advice, celebrating successes, or overcoming challenges together, your contributions have truly made a difference. This time of year, reminds us of the importance of connection, kindness and reflection. We hope you take time to celebrate your achievements and enjoy special moments with loved ones. Here’s to a holiday filled with happiness gratitude, and renewal – and to an even brighter year ahead! Wishing you all a Merry Christmas and a safe Happy New Year! 💫🌲 #FinancialServices #Finance #FinancialAdviser #ProfessionalDevelopment