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.
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Financial planning services in North Sydney
How can we help you? -
Grow your wealth and enjoy a better future
Contact us to find out how -
Ensure you're well protected from life's sudden detours
We'll find the right insurance for you -
Planning for your retirement today provides a better tomorrow
Our experts can help
Our Services
Latest News
Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.
en people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or "Brexit" as it is now commonly known), little did they know that 2.5 years later, the future of the UK's relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?
e ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.
e following are available via our website and are not often available in the one place. All can save you time and effort. *
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
Ground Floor, 100 Walker Street, North Sydney NSW 2060
PO Box 1142 North Sydney NSW 2059
(02) 9455 0001
Mon-Fri: 9:00AM → 5:00PM
