Founded in 2014, we are a friendly team, committed to building and sustaining long-term relationships with our clients. We have been trusted by our clients for over a decade to provide the best possible advice and create a financial plan that works for you. Our team of highly qualified professionals brings over 150 years of combined financial services experience, ensuring you receive expert guidance and exceptional service every step of the way.

Our approach is centred on the strong relationships we build with our clients which is evidence through our dedication to supporting multiple generations within the same families. We take pride in being a trusted Partner, offering advice that is both reliable and tailored to your unique needs.

We also understand people. And it is the people at Parallel Wealth Management (PWM) who make our business what it is today. Hard working? Yes. Expert? Yes. But more than this: Good people who care. A team which does not think good is good enough. A team which believes the client comes first.

At PWM, our focus is on delivering excellence through every interaction and building lasting partnerships that make a difference.