Welcome to Professional Wealth Services
Professional Wealth Services is a privately owned Australian Financial Services Licensee (No. 312047). The firm draws on over 30 years' financial planning experience, servicing clients from many professions and at different life stages.
Central to our success is a commitment to several core values that define who we are:
- Putting the clients' interests first at all times
- Placing a premium on professionalism
- Adopting a holistic approach to financial planning through collaboration with our clients' accountants and solicitors when appropriate
- Recognising the importance of extensive research, and
- Focussing on the long term.
at are the hardest aspects of running your self-managed super fund (SMSF)? There are certainly more and more tasks and professional help my be needed to manage them properly.
large proportion of Australians have unrealistic retirement goals. (NB: There are financial tools on this site that can help as too can a financial planner)
day's young investors weren't alive when The Rolling Stones, among others, released versions of Time is on my side yet the song's title just about sums up their lengthy investment horizon.
Contact UsWe'd love to get in touch and welcome any enquiry that you may have!
Get in Touch
Professional Wealth Services welcomes your enquiry. To get started on your journey to a better financial future, find out more or simply ask us a question, fill in your details and we'll be in touch soon.
For your convenience we are happy to arrange meeting times after hours and/or out of the office.