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

Our Advent calendar for 2019
Our Advent calendar for 2019

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

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The economic and investment outlook for 2020
The economic and investment outlook for 2020

e 2019 year has been unpredictable for investors, with weaker economic growth and ongoing geopolitical tensions leading to heightened volatility on investment markets.

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You'll be the life of the party when armed with this information!
You'll be the life of the party when armed with this information!

eping up-to-date with this data will brighten up anyone's day.

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Review queries retirement system understanding
Review queries retirement system understanding

e Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.

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