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"We created PWM to challenge what clients should expect from a wealth manager. Excellence in financial planning is the starting place. We wanted a team capable of talking to our clients about what really matters to them – family, business, career. To add value to the things we all value." Chairman, Jonathan McMahon and CEO, Dominic Pape.

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How we can help

Advice for Individuals and Families

From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.

Advice for Businesses and Entrepreneurs

Time is rarely on your side when you’re running a business. It takes commitment, hard work, determination and perseverance to succeed.