At Professional Wealth we deliver personalised service and work hard to earn your trust.
independently owned and professional
Professional Wealth Pty Ltd is an independently owned professional services firm. We are paid by our clients. Unlike many others, we are not paid by fund managers and we do not have house products to sell to you. We work for you.
sincere client service
We pride ourselves in giving our clients highly personal service. We know our clients well and aim to be their advisors for life. We have a low turnover "Hotel California" hiring policy - attracting experienced people we hope will have their whole career with us. We are proactive, and our clients know they can get a quick response from us anytime. We work with their accountants and lawyers. We make your life easier.
people not products
We are licensed to give advice on all facets of personal wealth and can assist with various financial product solutions including third party custody, investments, direct shares and bonds, margin lending, life insurance and annuities. We find the right solution for you.
We educate you so you can make confident, educated financial decisions. That passion extends to the public arena. We write regularly for leading investment publications, speak to thousands on radio, give keynote addresses to investor associations, participate in government and industry forums and dabble in the arts. We never stop learning. We educate you.
We understand your money serves more than you. We have deep expertise in succession planning and work closely with others so your money goes to who you want, when you want, tax-effectively. We provide fee-free service to charitable funds. We ensure you are not un-, under- or over-insured. We support your legacy.