Live a financially confident life
Looking to secure your financial future?
At Professional Wealth Services, we help our clients feel confident about their financial future. Our goal is to partner with our clients and empower them to live their lives with financial confidence.
We do this through a highly collaborative process that recognises the unique circumstances, life stage and goals of our clients, delivering holistic and robust financial strategies, making aspiration a reality.
Services
News & Insights
Striking a balance in the new financial year
By doing a few calculations you can easily see if your portfolio is still on track.
Capacity doubts now more common
The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.
The five reasons why the $A is likely to rise further – if recession is avoided
After a soft patch since 2021, there is good reason to expect the $A to rise into next year
What our clients are saying
Take our 5 Minute Financial Health Check for a quick guide to your current financial situation
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