Live a financially confident life
Looking to secure your financial future?
At Professional Wealth Services, we help our clients feel confident about their financial future. Our goal is to partner with our clients and empower them to live their lives with financial confidence.
We do this through a highly collaborative process that recognises the unique circumstances, life stage and goals of our clients, delivering holistic and robust financial strategies, making aspiration a reality.
Services
News & Insights
SMSF succession planning part 1 – getting started
Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
20 Years of Silicon Valley Trends: 2004 – 2024 Insights
Check out the 20 years of Silicon Valley Trends
What our clients are saying
Take our 5 Minute Financial Health Check for a quick guide to your current financial situation
Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
ADDRESS
Suite 3, Level 25,
100 Miller Street
(Northpoint Tower)
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059