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.
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Financial planning services in North Sydney
How can we help you? -
Grow your wealth and enjoy a better future
Contact us to find out how -
Ensure you're well protected from life's sudden detours
We'll find the right insurance for you -
Planning for your retirement today provides a better tomorrow
Our experts can help
Our Services
Latest News
e ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will be given relief from any outstanding tax obligations.
’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).
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.
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.
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
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Suite 3, Level 25, 100 Miller Street (Northpoint Tower)
North Sydney NSW 2060 -
PO Box 1815
North Sydney NSW 2059 -
Mon-Fri: 9:00AM → 5:00PM
