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.
at are the hardest aspects of running your self-managed super fund (SMSF)?
ile the gender gap in superannuation is improving, an economic index indicates women are still retiring with superannuation balances 30 per cent lower than men.
Contact UsWe'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.