Professional Wealth Pty Ltd is a private, independently owned financial advisory business. We are authorised to provide advice on a broad range of financial services and products including investments and insurances.  

The business was founded in 2004 to help individuals and families make smart decisions about how they structure their finances, invest and manage risk. We are also known to bring to client work and the broader community a passion for education. Our clients reside mainly in Sydney and Melbourne, however, we look after clients throughout Australia and some overseas expatriates.

Our professional approach has attracted the interest of many, including Alan Kohler's Eureka Report. Watch video interview below.

The founder Dr Douglas Turek is a former senior corporate advisor to fund managers, insurers and banks as well as the industry regulator

The business leverages the technical resources and buying power of The Money Managers / Shadforth Group (as a Corporate Authorised Representative of Money Managers Partner Solutions, Australian Financial Services Licensee No. 289573). 

For specialist tax and legal issues, we work with our clients' existing accounting and legal advisors and refer others where appropriate. We also have arrangements with specialist 3rd parties to  provide consolidated reporting, institutional-level investment management and to establish and report on self managed super funds, trusts and investment companies