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

Super growth reducing age pension drawdown
Super growth reducing age pension drawdown

ss than half of new retirees accessed the age pension last year and of those who did, only one-quarter drew a full pension, according to new research from annuity provider Challenger, which claims superannuation is working on a mass scale.

Read More
Big four firm outlines new financial year checklist for SMSFs
Big four firm outlines new financial year checklist for SMSFs

th the new financial year starting, one of the big four accounting firms has highlighted the key areas on which SMSF professionals should focus their attention for SMSF clients.

Read More
Asset allocation as you age
Asset allocation as you age

w age changes investing preferences.

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