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

What millennials are thinking about investing and retirement
What millennials are thinking about investing and retirement

nguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.

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Capital preservation front of mind for SMSF returns
Capital preservation front of mind for SMSF returns

SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager. 

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Comprehensive list of COVID-19 initiatives and packages.
Comprehensive list of COVID-19 initiatives and packages.

The response by our Governments to the COVID-19 crisis has been a very good one.  Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began. 

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Most SMSFs are still poorly diversified
Most SMSFs are still poorly diversified

Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits. 

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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