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
e Government’s economic plan and this Budget are building a stronger economy and securing a better future for all Australians. This Budget and our economic plan are: Returning the budget to surplus Delivering more jobs Providing lower taxes Guaranteeing essential services like Medicare, schools, hospitals and roads
e following links take you to that section of the 2019 Budget that affects you most.
re's some food for thought and another reason why getting professional help from a financial planner is worth serious consideration.
retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.
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
