Our mission
We recognise that ongoing support is key to navigating life's changes, so our mission is to provide trusted, personalised advice based on transparency, and a commitment to long-term financial success by fostering lasting relationships.
Positions
- Client Service Officer
If you are passionate about helping clients secure their financial future, have attention to detail and you have experience in Superannuation, Investments, and Insurance.
We invite you to email your Cover Letter and Resume to info@personalwealthsolutions.com.au
Staff Testimonials
There is a genuine commitment to continually improve our services at Personal Wealth Solutions, and everyone gets to be involved in the process. It’s refreshing and empowering when your opinion is heard, and the business is influenced by what you have to say.
I’ve also had the privilege of being supported throughout my professional development which has put me on the path to becoming a financial adviser. I look forward to offering the same support to our clients and to continue to grow and improve with my colleagues.
Working for Personal Wealth Solutions has been an incredibly rewarding experience. Being a part of a family-owned business has allowed me to take on more responsibility and have a direct impact on shaping the future of the company.
The company culture is built on a commitment to helping clients achieve their financial goals, which extends to how employees are treated. I can honestly say I look forward to coming to work every day, knowing I'm part of a team that works so well together.
In a world where many corporate organisations often overlook personal connections, being part of a family-owned and operated business truly allows for deeper relationships and a more personalised approach to client care. At Personal Wealth Solutions, we prioritise building strong relationships, both with our clients and within our team, creating an environment where everyone feels like a valued member. It’s really rewarding to contribute to a culture that emphasises care, trust, and genuine support for one another.
Working at PWS is incredibly rewarding, not only do I get to help clients achieve their financial goals, but I also get to be part of an ethical practice that genuinely values relationships and personalised service. I've also developed a wide range of skills here, which has made my experience both fulfilling and educational.