Empowering you to live a financially confident life
Looking to secure your financial future?
At Professional Wealth Services, we help our clients feel confident about their financial future. Our goal is to partner with our clients and empower them to live their lives with financial confidence.
We do this through a highly collaborative process that recognises the unique circumstances, life stage and goals of our clients, delivering holistic and robust financial strategies, making aspiration a reality.
Services
News & Insights
Early access boosted interest in advice
Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.
Retirees proceeding with downsizing plans as confidence rises
Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.
The perks of staying invested
In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.
What our clients are saying
Take our 5 Minute Financial Health Check for a quick guide to your current financial situation
Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
ADDRESS
Suite 3, Level 25,
100 Miller Street
(Northpoint Tower)
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059