Personal Wealth Solutions

Personal Wealth Solutions Financial Planning - "Expert financial advice for every stage of your life"
Two office locations We help you make the most of your finances.

Whatever stage of life you’re in. We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life. At Gladstone, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it

. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in. We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years. Since we opened a number of years ago, we have become one of Gladstone's (and surrounds) leading providers of financial advice. We are a corporate Authorised Representative of RI Advice Group, formerly RetireInvest, one of Australia's largest and longest-established financial advisory groups. RI Advice Group Pty Ltd | ABN 23 001 774 125 | AFSL 238429 | Registered Office Level 11, 242 Pitt Street, Sydney, NSW, 2000

16/04/2025
We encourage you to get involved by taking 4 simple steps to improve your cyber security. https://www.facebook.com/share...
02/10/2024

We encourage you to get involved by taking 4 simple steps to improve your cyber security.
https://www.facebook.com/share/p/siW5TgqpX7KVVizN/

October is . It’s time to take action to secure your accounts and devices from cyber threats.

Improve your cyber security with simple steps that can make a big difference. Make sure you’re covering the basics:

• Turn on multi-factor authentication on your accounts.
• Check automatic updates are on and install updates as soon as possible.
• Use strong and unique passwords, such as a passphrase.
• Recognise phishing scams and report them.

Cyber security is everyone’s business. Take action and improve your cyber security 👉 cyber.gov.au/learn-basics/view-resources/cyber-security-awareness-month

Meet Sally, we think she's super! But we don't let her water the office plants! 🤣🤣🤣
16/07/2024

Meet Sally, we think she's super! But we don't let her water the office plants! 🤣🤣🤣

Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial well...
07/03/2024

Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial wellbeing. But it’s not too late to secure your future. Here are some tips that may help you financially make the most of your 40s.

This is a good one with all the kids / grand kids / niece's  and nephews going back to school.  You know those little pe...
17/01/2023

This is a good one with all the kids / grand kids / niece's and nephews going back to school. You know those little people who play on your computer... Time to make sure they are keeping you cyber safe 🧐

⚡ 🔐 Are you ready to level up your child's cyber security?

🎒 Before students head back to school, check out our new Kids Cyber Security Checklist. Score top marks by checking them all off before the start of the term:

✔️ Update devices for a security power up
✔️ Turn on MFA for an extra shield
✔️ Back up important files
✔️ Level-up passwords to passphrases
✔️ Stay private – use your privacy settings and be mindful of what they share
✔️ Report unusual emails or messages

For more information and to download or print the checklist, visit cyber.gov.au/cyber-security-kids

22/12/2022

As another year is drawing to a close, the
team at Personal Wealth Solutions would
like to wish you and your family all the very
best for the upcoming festivities and very
safe travels this season.

Office Closure 4680 & 4670

11.30 am - Friday 23, December 2022 - CLOSED
9.00am - Monday 9th, January 2023 - OPEN

18/11/2022

With the major sales and holiday season only weeks away, now is the time to ensure you are shopping securely online. Stay aware and know what to look out for, so you can shop with confidence this holiday season.

Over the next few weeks, we’ll be sharing tips on how to keep your data safe. Learn more at cyber.gov.au/online-shopping

Which should come first?
20/10/2022

Which should come first?

Eden Smith of Bensons Wealth in South Yarra, VIC answers this week's consumer question on completing a will and seeking financial advice.

While it’s no secret adviser numbers have been plunging across the country, some geographical regions have had a worse t...
14/10/2022

While it’s no secret adviser numbers have been plunging across the country, some geographical regions have had a worse time than others. Please share with your friends and family

With more than 3000 departing last year, all Australian regions have seen a drop in their adviser presence. However, some areas have suffered more than others. We look at the regions that have lost the most advisers – and why it matters.

Address

Level 1/72 Goondoon Street
Gladstone, QLD
4680

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61749786197

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