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
Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic. If you have any questions, or require further assistance, please send us an email or phone.
It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.
SMSF clients planning to provide rent reductions to tenants should review the lease agreement to ensure the provision of rent relief won’t result in a breach of the lease, says an industry lawyer.
As the 2019–20 financial year draws to a close, a technical expert has highlighted some of the new rules commencing for super funds for the 2020–21 financial year.
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
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Suite 3, Level 25, 100 Miller Street (Northpoint Tower)
North Sydney NSW 2060 -
PO Box 1815
North Sydney NSW 2059 -
Mon-Fri: 9:00AM → 5:00PM
