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