Welcome to Professional Wealth Services
Professional Wealth Services Pty Limited is a privately owned Australian Financial Services Licensee (No. 312047). 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.
-
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 lifes 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 ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
ilure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
e latest forecasts for investment returns and region-by-region economic outlook.
is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
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
