I've operated my own Financial Planning business since 2006 and am committed to protecting, managing and growing my clients’ wealth – taking the stress out of their lives and giving them comfort that this is being taken care of for them.
Together with our enthusiastic and driven local team, our continued aim is to provide non-judgemental, ethical and personalised ongoing advice and service to our existing clients as well as to new clients that fit into our practice.
In licencee terms, we have partnered our business with RI Advice Group who have been providing advice since 1979. So we are a small local business at heart, but have institutional support in terms of specialist & technical expertise, and access to a professional investment research team all working as an extension to our business keeping us informed and up to date.
We charge and initial consultation fee of $275. Our initial advice fee is then discounted by this amount when we proceed to the next stage. Our initial and ongoing (where applicable) advice fees are disclosed at our initial meeting once we have gauged the level of complexity of the advice required.
When my husband retired in 2015, on the recommendation of a friend we made an appointment to see Andrew at Personal Wealth Solutions. The initial consultation was free, lengthy and unrushed, and our plans for financial planning and needs in retirement were discussed in depth. Consequently, we engaged the services of Andrew Ghea to oversee our portfolio and keep abreast of financial planning as discussed. When I suddenly lost my husband in 2020, I doubly realised the huge value of having a well informed, up to date professional guiding me through the most difficult time of my life as my financial plans were expertly reassessed. How do I rate my experience? Helpful staff A+ Availability A+ Financial advice, planning and guidance A+ Recommendation A+
So very happy with Andrew and his team in all there efforts for us over the many years we have been dearling with them. We would highly recommend Andrew to anyone looking for financial advice and beyond. Everytime we go and see Andrew, we come away happy and confident in how our money is being looked after.
Andrew has been providing honest, reliable, and up-to-date Insurance and Financial advice for our family for over 20 years. As life changed over these years we always knew that Andrew would be regularly reviewing our situations to ensure the best trusted products were in place to meet current and future needs. Andrew’s genuine desire to support each individual client attain their financial security is strongly grounded in his genuine integrity.
I have been a client of PWS for 5 years. Andrew takes care of our investments and super for both myself and my husband. We are a young couple with two young children so money management isn’t our best quality. So having Andrew is a god send. He takes the stress away from managing our finances. Andrew is an honest and straight forward kind of gentleman. He doesn’t beat around the bush when it comes to investing and taking care of your future. We always look forward to our yearly catch ups. He is easily contactable day or night and gets back to you within a few hours of being contacted. We will definitely be staying with pws for many years to come.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 1995
- Years of experience 28
- Graduate Diploma of Financial Planning
Personal Wealth SolutionsSuite 5A, Level 1, 72 Goondoon St
Gladstone Central, QLD 4680
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call