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

Advice for my twenty-something self
Advice for my twenty-something self

en I was in my 20s, I flirted with dreams of becoming a race car driver or a foreign correspondent.

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Beware: Penalties and pitfalls of the early release of super.
Beware: Penalties and pitfalls of the early release of super.

e Australian Taxation Office (ATO) has issued a renewed warning to Australians about the potential ramifications of illegal early release of super.

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Real Time World Population Growth - Wow!!
Real Time World Population Growth - Wow!!

tch as the world population changes every second of the day or see where everyone is.

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A challenge for China and investors
A challenge for China and investors

nce the news of the coronavirus broke, the human impact globally has been significant and continues to rise.

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