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

Ranking of the world's best: Taking it personally
Ranking of the world's best: Taking it personally

u may have read about the latest ranking of Australia as one of the best countries for retirees in terms of lifestyle and retirement-income systems. 

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The value of advice - Behavioural Coaching
The value of advice - Behavioural Coaching

havioural coaching is a major component in how a financial planner adds value to your portfolio.

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Our Advent calendar for 2018
Our Advent calendar for 2018

behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.

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Compliance, tax advice in strongest demand from SMSFs
Compliance, tax advice in strongest demand from SMSFs

ile investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.

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