+61- 3- 9605- 0600

Why us?

At Professional Wealth we deliver personalised service and work hard to earn your trust.

privately owned

Professional Wealth Pty Ltd is a privately 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.

passionate educator

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.

inter-generational focus

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.

Meet our staff > what's the process > Client testimonials >
Professional Wealth
Australian Financial Services Licence No. 369453
13/350 Collins Street, GPO Box 4975
Melbourne VIC 3001, Australia
+61 3 9605 0600
+61 3 9605 0601