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.

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

Calls to Review ASIC's Definition of Lapse Insurance
Calls to Review ASIC's Definition of Lapse Insurance

dustry stakeholders are seeking clarity from ASIC over the criteria it is using to determine the incidence of life insurance policy lapses.

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Paperwork bungles lead to $38k in payments
Paperwork bungles lead to $38k in payments

example of the need to keep good records for everything you do.

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Self-employed? Don't miss out on super
Self-employed? Don't miss out on super

ere are plenty of benefits from being self-employed including having a typically high degree of independence.

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Australian Dietary Guidelines and healthy eating chart (PDF)
Australian Dietary Guidelines and healthy eating chart (PDF)

e Australian Dietary Guidelines give advice on eating for health and wellbeing. They’re called dietary guidelines because it’s your usual diet that influences your health. Based on the latest scientific evidence, they describe the best approach to eating for a long and healthy life.

Read More

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