Don’t just take our word for it, hear from a few of our happy clients.
Working with the Professional Wealth team has been one of our greatest investments. We are able to focus on the day-to-day things that are important to us and our family, knowing that our financial affairs are in the hands of people who are prudent and risk-aware. But always with an eye to making our assets work as hard as possible. They share with us a long-term view on planning not just for financial security, but achieving our goals in life.
Having become disenchanted with our existing non-proactive and overpriced wealth management company, we siblings went looking for expert advice to help us best manage our mother’s wealth. With Professional Wealth, we believe that there are few firms that offer independent, bespoke advice of this quality. Now that we’ve had dealings with the Professional Wealth team for several years, we’re very appreciative to find ourselves supported by this highly skilled, warm and engaged group of people.
Doug Turek and the wonderful team at Professional Wealth have been helping me with my financial affairs since my husband passed away almost seven years ago. Doug’s support and advice in simplifying my affairs, maximizing my super entitlements and transitioning into retirement has been excellent. Our regular meetings are always very informative and reassuring and I come away feeling confident that my finances are in competent hands and my financial future is secure.
Doug and Professional Wealth first came to our attention through Doug’s writings in the Eureka Report 7 years ago. We admired his statistical approach to investment risk. Our wealth had been more than halved by our original investment advisors and the GFC and we had moved to another firm. Due their practice of putting us into new investments with high entry fees we finally realised the excellent nature of Doug’s advice and moved to Professional Wealth three years ago. We could not be more pleased. Any queries are answered by Doug, Grace and the staff efficiently and immediately. Doug is approachable, knowledgeable, and detailed. Investment worries are addressed with concern and clarity. We are more than happy to recommend Professional Wealth.
Doug’s advice is always honest and independent, the high standards of service and research from all at Professional Wealth are impressive. Doug has been my adviser for more than 10 years and I recommend him without hesitation to anyone.
Doug has been our trusted advisor since 2011. Having worked our way through several “others”, Doug has been a breath of fresh, honest air. He has managed our Super fund investments in a very collaborative and sensitive way. He is a good listener, and tailors his advice to our needs. We have been extremely happy with his frank advice and would highly recommend his services to others.
My wife and I were both late comers into superannuation schemes. Originally from NZ (where superannuation was not compulsory) we had always expected to provide for our own retirement by accruing capital from investments in the real estate market. Consequently when we did commence our super savings schemes we paid meagre attention to the opportunities and used financial advisors, as advised by friends. The first advisor attempted to convince us to mortgage our property to the maximum to create a cash deposit with which he could play. As luck would have it this was prior to the GFC and could have ended disastrously for us. The second showed little interest and basically deposited our funds into a managed scheme. We received no advice no performance reviews and little feedback. That today we are independently financially secure is in no small part due to the engagement of Doug and his team at Professional Wealth. From the initial interview, where our needs were fully fleshed out, to the regular meetings, updates and recommendations we receive, the Professional Wealth team are true professionals.
In a financial advice sector plagued by mistrust and scandal, Doug Turek is a rare blend of financial experience, knowhow, wisdom, skill, patience, flexibility and integrity. His advisory style is open, warm and non-patronising. After vetting and rejecting five other prospective advisers, I settled on Doug, and he not only gave me a financial plan that truly suits my needs and serves my best interests, he’s also giving me the confidence to run it in the hands-on way that I prefer. You only need to read his many published articles to confirm that he knows his stuff and that he has a determination to protect the vulnerable beginner investors among us.
We have been extremely satisfied with Doug's guidance over the past decade. Doug’s insight into professional services firms, his understanding of super regulations, portfolio management skills and his responsiveness to our particular needs proved to be unique and invaluable.
We have found Professional Wealth to be extremely informative and knowledgeable of the markets, proactive in achieving the best results for the client with regular updates and briefings.
The aim of the Australian Shareholders' Association is to stand up for shareholders. It does this through its advocacy role in corporate governance and through education. Investor education takes place informally through member discussions/coffee mornings and through inviting suitable speakers to our meetings on a particular topic. Doug has spoken twice in recent years at our public meeting and always with great professionalism and with full knowledge of his subject. The members also appreciated his detailed visual presentation and his willingness to leave that with members so that they can go through that in their own time, thus increasing the learning experience.
Doug and his team at Professional Wealth stand out from the "noise" of the finance and investment worlds, by offering always calm and considered advice - focused on the long term, unfazed by market fads and trends, and based on professional rigour and analysis.
We are absolutely delighted with the relationship we have formed with Doug Turek and the Professional Wealth team over the last 10 years or so. To the uninitiated, managing personal financial affairs can be a little overwhelming, so it has been a very positive experience as Doug has guided us through managing our super and assets with a very rewarding result. At all times, we have felt well looked after with regular communications and meetings. Highly recommend the Professional Wealth team as they are extremely helpful, knowledgeable and proactive, and they work so very hard to ensure their clients' personal financial success.
It has been a very positive experience to be able to work with an advisory team who are not only experienced and knowledgeable but also take the time to explain the logic for their assessments and recommendations. Preparing for retirement is a lot less scary when you have a team you can trust working alongside with a plan which reflects your needs, priorities and circumstances.
My wife and I commenced our SMSF in the early 90’s, and as busy people trusted in our advisor. 2007 was a wake-up call for us. We had always had a reasonably conservative portfolio, but had been advised into a number of higher risk illiquid investments in recent years. We also had a series of different people dealing with us. So we decided to change. I had met Doug socially, and in our conversation, when the subject got to what was happening in the global and local markets – he made a lot of sense. We met with him at Professional Wealth in 2008, and he has overseen our SMSF since. We still find he makes a lot of sense. Our fund has performed well, and is weathering the current volatility. Doug is a serious student of the economic situation and of financial institutions and markets. We like that we get his personal attention, and that he gives you reasons for the mix of investments in your portfolio. He and his staff are also on top of the morass of superannuation regulations and have helped us optimise our position there.
It’s been a pleasure to work with the team at Professional Wealth. They’ve guided me through retirement, the creation of a self-managed super fund, and the transition from high-risk equities to a spread of investments. We cannot avoid crises in global markets but maintaining a balanced and diversified strategy can reduce your financial risks and allow a more relaxed retirement.
The Team at Professional Wealth provides confidence and peace of mind that our financial resources are preserved and over the long-term growing above the average. We receive timely and professional advice tailored to our personal needs and aspirations. We highly recommend Professional Wealth to those who now want to enjoy new lifestyle opportunities from their wealth accumulation efforts.
When I moved into retirement I needed an advisor who could give my SMSF a strategy with globally diversified risk, reduced transaction costs and intellectual integrity. After 5 years with PW not only have I had all these but more free time to do other things as well.
The Professional Wealth team consistently provide pragmatic and reliable advice that's truly tailored to my individual circumstance. They continue to offer a steady hand with all of my financial affairs and do so with the highest level of professionalism and integrity. Doug has also invested considerable time and effort into advancing my own knowledge of investment strategies and wealth management, which has been invaluable and beyond my expectations. Professional Wealth are an exceptional financial advisory firm and it continues to be a pleasure working with them.
Our very recent move to Professional Wealth has required some changes to our investments. All these were carried out, as agreed, in an efficient, thoughtful, prompt and courteous manner. We are impressed with the easy access we have to further professional advice at a time of difficult market conditions.
Doug Turek has been a long-time supporter of the Australian Investors Association. His talks at AIA conferences are always well received, and his no-nonsense direct approach appeals to novices and advanced investors alike. Doug was a major contributor to AIA's Personal Investment Planning Workbook.
Professional Wealth have been our trusted financial advisors for over eight years. Doug and his team have a very good understanding of our needs for both now and over the longer term. Their advice is always well researched and well considered and they are not afraid to stick their neck out and take a position on the potential pluses and minuses of the different courses of action that we could follow. However, they firmly put the decision making in our hands, which I like. Doug also has a strong network of other professional services providers in areas such as accounting, tax, insurance, estate planning etc with similar professional standards and values to PW that he has linked us up to from time to time to meet our broader needs. Overall, I'd give Professional Wealth a rating of five stars.
As a busy professional, I take comfort from the fact that Professional Wealth is assisting me manage my assets.
Prue and I have been clients of Doug Turek and Professional Wealth for ten years. We were initially attracted to Doug as an adviser because he shared our view that a sound investment strategy is based on a risk informed strategic asset allocation with investments made via index funds. Regular reviews of performance against appropriate benchmarks continue to confirm the efficacy of this approach. In addition to superior investment performance we value very highly the quality of the relationship we have with Doug and the excellent team at Professional Wealth. We value our six monthly review meetings, the efficient processing of investment changes and pension payments, market updates during times of extreme volatility and the additional ‘value adding’ advice we receive on a range of matters: estate planning, strategies around contributions and pensions and liaison with other service providers. We would have no hesitation in recommending Doug and the Professional Wealth team to anyone contemplating using their services.
From career changes to country moves, Professional Wealth have been our trusted advisers for all our investment needs. As a boutique firm, but with big firm expertise, they are easily accessible and market savvy to get us the right mix in our portfolio. They provide us with a sound and tailored investment strategy that suits our risk appetite while balancing our long term financial goals to grow our nest egg.
Doug has a wonderful combination of deep knowledge and a good way of explaining things clearly and simply that works really well for me. He is also very responsive and accessible.
We have been with Professional Wealth for just 6 months now. We are happy with the service and investment advice, even though we live in Sydney. We communicate by email and phone. We catch up with Doug every 3 to 6 months when he is in Sydney. The investment process is straight forward. For a busy professional family like us, it takes the time and the worry out of the investment process.
Doug and the staff of Professional Wealth make my wife and I very comfortable with the decisions we make about our finances. Having experienced the negative side of financial advice with a previous adviser, this is an altogether different approach. Doug gives thoughtful and considered advice regarding our financial situation and we are confident that he works in our best interests when giving advice. The staff support is prompt, professional and responds rapidly to questions and requests. Overall, it's been a pleasure working with this team.
PW gives us truly independent financial advice which we are confident is always in our best interests.
Doug's advice is always very carefully considered and highly strategic. He combines a genuine curiosity for his clients' needs with a deep understanding of the opportunities presented by different investment categories.
Doug Turek has been a regular contributor to Eureka Report since our earliest days and is one of our most popular writers: Doug's ability to capture often difficult issues such as asset allocation and investment trends in a substantive yet easy-to-read manner is something we value very highly. We have also found Doug to be a very good presenter at Eureka conferences where he is always a key speaker.