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

Covid-19 resources
Covid-19 resources

ltiple sources of help and further explanations are available below regarding the relief packages and programs recently released by our Governments. All relate to Covid-19 and are grouped here so you don’t have to go searching for the information.  If you have any questions, or require further assistance, please send us an email or phone.

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How early super withdrawals add up
How early super withdrawals add up

e coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy.

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AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce

e Treasury has confirmed that it will be working with the ATO and an Australian Federal Police taskforce in investigating any cases of fraud related to the government’s COVID-19 stimulus measures.

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ATO extends initial JobKeeper payment deadline
ATO extends initial JobKeeper payment deadline

ployers looking to enrol for the first two JobKeeper fortnights have now been granted a further extension of time to enrol and pay employees.

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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