ABOUT

about financial future

Feel in control of your financial future

Whether it’s busy lives, or lack of confidence in making the right financial decisions, most of us neglect to make a solid plan for our financial future, until it’s too late.

Our team of financial experts take the time to understand your circumstances, challenges and goals, before creating a wealth-building strategy that not only works, but works for you.

It’s time to take the first step towards building a solid financial future for you and your family.

Why invest with us?

We understand that it’s a big decision to trust us with your money. That’s why we value relationships above all else, we’re proud that our clients choose us to support them throughout life’s journey toward their financial goals.

Our investment philosophy is based on extensive research – keeping up to date with changing markets and investment opportunities, so we can provide knowledgeable, strategic advice, always with your best interests at heart.

We want you to feel confident about where you’re going, empowered to get involved, and more in control in all aspects of your finances.

We are very happy with the level of service, knowledge and integrity. There is no doubt in our minds that they have our best interest at heart.” David Johnson

Enjoy peace of mind knowing that your financial future is in safe hands.

about financial planning

I do feel that I get value for money by working with the PWS team. On the whole the investments recommended to us have performed or overperformed.

David Horn

personalised financial planning

Know that you’re prepared for your financial future

Our team is a right fit for you if:

 

  • You’re looking for a personalised approach – a team who understands your individual needs.
  • You’d like to take a holistic view of investment opportunities and consider a wide range of financial products and services.
  • You may have other professional advisors, such as a solicitor or accountant and want to make sure we’re all working in unison towards your goals.

What’s next?

 

  1. We’ll have a quick chat, with no obligation
  2. We’ll meet to discuss your goals
  3. If we’re a right fit for you, we’ll prepare your quote and personalised financial plan
discuss financial goals

Professional Wealth Services Pty Ltd

ABN: 58 174 609 776

PWS is 100% owned and operated by its advisers, staff and management.

Australian Financial Services Licence No. 312047

 

 

 

ADDRESS

 

Suite 3, Level 25,         

100 Miller Street

(Northpoint Tower)

North Sydney NSW 2060

 

PO Box 1815

North Sydney NSW 2059

 

 

 

EMAIL

PHONE