You may have a young family, earn well, but are unsure how to effectively invest your money for growth, while protecting your family should the unexpected happen.
You may be older, nearing or recently retired and need to maximise your investment returns so you can retire in a degree of comfort and not risk outliving your money.
Either way you realise you need expert guidance to help you safely navigate through the investment choices and legislative minefield of Government Tax regulation.
At Professional Wealth Services our goal is to ensure you have the best possible financial future.
My name is Don Jeffers, founder and CEO of Professional Wealth Services Pty ltd.
Don JeffersSince 1980 my team and I have been helping Australians structure their investments and protect their assets, thereby maximising their financial security and ability to retire comfortably.
Our aim is helping you have the retirement you worked all your life for. We are fiercely non-aligned and work strictly on a Fee-for Service basis to ensure our clients’ best interests are always served.
Our clients have been able to gain much greater clarity about their retirement, better understand their various financial options, and gain deeper insight into the implications of the life choices they make before and during retirement.
Our business is making sure you have the retirement you worked all your life for. We are fiercely non-aligned and work strictly on a Fee-for Service basis to ensure our clients’ best interests are always served.
Together we implement a comprehensive program to ensure you are ready to retire when the time comes.
Where to next?
Learn more about the people we work with and the issues they face by clicking Is This You?