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.
B’s business confidence index jumped four points in December as business confidence and business conditions begin to converge.
op procrastinating. These two words can provide an excellent starting point for investors who are determined to set meaningful resolutions and strategies for 2018 and beyond.
th downsizer contributions coming into effect on 1 July 2018, what are some tips and traps for SMSFs and their members.
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For your convenience we are happy to arrange meeting times after hours and/or out of the office.