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.
en do we know for certain that we are on a path toward recession and that what we are experiencing is not simply a reversion to trend? How can investors prepare?
ere’s a lot of talk about in how to close the super gap between men and women, with women often retiring with far less than men.
th property markets taking a tumble in recent times, some SMSF clients may need to review the loan arrangements and guarantees they have, particularly where the loan-to-value ratio has significantly dropped, says an industry lawyer.
Contact UsWe'd love to get in touch and welcome any enquiry that you may have!
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For your convenience we are happy to arrange meeting times after hours and/or out of the office.