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.
in a series of informative blogs on this topic, links to three others are below.Assessing financial resources is surely at the top or near the top of most investors' lists of what really matters for their retirement planning. Have you given this issue enough attention?
dit activities around cryptocurrency are set to spike this tax time as part of the ATO’s broader risk analysis in its black economy crackdown, says one mid-tier.
r equity investors, 2017 was an epic year. And it came on the heels of an historic bull market in global stocks stretching back to the spring of 2009.
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For your convenience we are happy to arrange meeting times after hours and/or out of the office.