Professional Wealth Services - Welcome to Professional Wealth Services

Welcome to Professional Wealth Services

Professional Wealth Services is solely owned by its principal, Don Jeffers. 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

Statistics show SMSFs not just for the rich
Statistics show SMSFs not just for the rich

e latest data reflecting the current position of the SMSF market has indicated these types of retirement saving structure are not purely the domain of extremely wealthy individuals as is often thought, the SMSF Association has said.

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SMSFs lose thousands in property, investment scams
SMSFs lose thousands in property, investment scams

SFs have been targeted by various property and investment scams this year, with hundreds of thousands of dollars already lost, warns the Australian Competition and Consumer Commission (ACCC).

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The good, bad, and potentially ugly for SMSFs
The good, bad, and potentially ugly for SMSFs

Two hundred thousand dollars is a lot of money. We're gonna have to earn it”  Clint Eastwood said as Blondie in The Good, the Bad and the Ugly, on the work a gang of three were going to have to do to find a hidden fortune.

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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