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

The global economy at midyear: How our views have changed
The global economy at midyear: How our views have changed

lot has happened since Vanguard published its global economic and market outlook for 2019 at the end of last year.

Read More
The biggest global corporations since 1998
The biggest global corporations since 1998

who are are they and how how have they changed in the past two decades?  This animation really is fascinating.

Read More
‘Retrospective’ LRBA measures tipped to cause headaches
‘Retrospective’ LRBA measures tipped to cause headaches

th the government reintroducing its total super balance measure for SMSF loans, technical experts have warned that the retrospective nature of the change could pose issues for SMSF clients purchasing property this year.

Read More
Downsizer Super Contribution
Downsizer Super Contribution

stralians who are 65 years old or older may make a downsizer contribution into their superannuation of up to $300,000 from the proceeds of seeling their home.

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