Welcome to Professional Wealth Services

Professional Wealth Services is solely owned by its principal, Don Jeffers. 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.

Our Services

Are you considering
a SMSF?

Are you considering a SMSF?

Do you have an
aged care living plan?

Do you have an aged care living plan?

What do you want to
do during retirement

What do you want to do during retirement

Latest News

ATO issues update on cryptocurrency compliance traps
ATO issues update on cryptocurrency compliance traps

e ATO has provided further details on some of the regulatory considerations with cryptocurrency for SMSFs, including valuations, in specie contributions and ownership of assets.

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How likely is a global trade war?
How likely is a global trade war?

President Donald Trump's recent announcements of tariffs on imports of steel and aluminium as well as on an array of consumer goods from China have sparked a frenzy of concern over the risk of a global trade war.

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Gig economy spike prompts calls for super policy changes
Gig economy spike prompts calls for super policy changes

e federal government is again being lobbied to extend the superannuation guarantee to include the self employed, as the gig economy becomes a staple of the Australian workforce.

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Australia's vital statistics
Australia's vital statistics

quick read of this will make you the BBQ or dinner party expert.

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Contact Us

We'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.

Our Office