Professional Wealth Logo
Home
About Us
Our Clients
Services
Fees
Resources
Institutions
Contact
Make Work Optional (tm)

Professional Wealth Pty Ltd
AFSL No. 369453

Home  

Professional Wealth helps people build and enjoy financial security. We... 

  • Are a professional firm focusing on wealth advisory, money management, life insurance and estate planning   
  • Help the established wealthy as well as those who want to establish wealth
  • Work in long term relationships or just provide a 2nd opinion 
  • Are independently owned and remunerated by clients, not commissions
  • Develop tailored not templated strategies
  • Work collaboratively with our client's advisors including creating for some a "virtual family office"   
  • Serve clients in Melbourne and Sydney and others remotely 
  • Are passionate about financial education (see Resources

Please contact us if we can help you