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

ATO outlines tax relief for bushfire victims
ATO outlines tax relief for bushfire victims

e ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief from any outstanding tax obligations.

Read More
Catch-up concessional contributions – strategies and practicalities
Catch-up concessional contributions – strategies and practicalities

’s been a long time coming but members are finally able to use the catch-up concessional contribution rules for the first time this year (2019–20).

Read More
Nearing retirement? 7 steps to take before you leave work
Nearing retirement? 7 steps to take before you leave work

u're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice.

Read More
2020 audits to focus on investment strategy
2020 audits to focus on investment strategy

SF auditors are expected to focus more clearly on specific details and evidence around a fund’s investment strategy in the coming year as the industry continues to feel the ripple effects from the ATO’s diversification letter campaign of 2019.

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