Welcome to Professional Wealth Services

Professional Wealth Services Pty Ltd is 100% owned and operated by its advisers, staff and management. 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

Recession on our mind
Recession on our mind

en do we know for certain that we are on a path toward recession and that what we are experiencing is not simply a reversion to trend? How can investors prepare?

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What it will take to close the super gap between men and women
What it will take to close the super gap between men and women

ere’s a lot of talk about in how to close the super gap between men and women, with women often retiring with far less than men.

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LRBAs, guarantees in need of review after property market falls
LRBAs, guarantees in need of review after property market falls

th property markets taking a tumble in recent times, some SMSF clients may need to review the loan arrangements and guarantees they have, particularly where the loan-to-value ratio has significantly dropped, says an industry lawyer.

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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