Wealth management
Wealth management
Make deliberate decisions to secure your financial freedom
Contact the experts at PKF. We can help you achieve your financial goals, and secure your financial future.
We speak your language – not financial jargon
The specialist wealth advisers at PKF cut through the jargon and industry-speak to offer you comfort, transparency and understanding, so that your experience with us is rewarding, informative, and enjoyable.
Our experts draw on their years of experience and up-to-the-minute knowledge to help you plan for your future, build on your financial security, and feel confident about making decisions to achieve your financial goals – whatever stage of life you’re at.
Our experts are located across the country
Melbourne
We will support you with:
- Investment advice
- Risk management and insurances
- Retirement planning
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning services.
Newcastle and Sydney
We will support you with:
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed super fund
- Tax effective strategies
- Estate and succession planning.
New England North West
With offices in Tamworth and Walcha, we will support you with:
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning.
Perth
We will support you with:
- Investment advice
- Risk management and insurances
- Retirement planning
- Wealth creation through superannuation
- Support and advice to help you set up a self-managed superannuation fund
- Tax effective strategies
- Estate and succession planning
- Finance broking.
What’s on your mind?
We know that finances can be the most stressful part of life, but our wealth management experts are here to help take some of the worry out of money matters.
Whether you’re looking for investment advice, super and retirement planning, tax, estate planning, risk management and more, we can help you prepare for your future.
Why choose PKF?
We will work closely with you to provide holistic wealth management advice, with experts in investments, superannuation, retirement planning, estate and succession planning, tax, risk management and insurances.
We will share insights to help inform your decision making, and we will talk plainly, without the jargon.
We are results focused. We will help you secure your financial future, so you can focus on enjoying what life has to offer.
Insights
Private assets have been an attractive area of investing for many years for the big end of town, ultra-high net worth families, institutions, and large super funds. However, these investments have been unavailable to smaller investors until very recently. “Private assets” is a term that covers many investments that are...
Chris Davis
Executive Director
Newcastle
Insights
With a likely rematch between Democratic President Joe Biden and former Republican President Donald Trump set for 5 November 2024, what impact will the US presidential election have on investment markets? Looking back over the past hundred years of returns for the US share market (S&P 500 Index), there has...
Jarryd Brennan
Financial Adviser
Newcastle
Updates
Q. Where's the next place on your travel bucket list and why? I just got back from the ancient paradise that is the West Australian Kimberley's. Maybe keep with that old world theme and explore the Greek Islands. Final leg of Kimberley's trip. Broome at sunset with the bride, Amanda!...
Daniel Isenhood
Personal Insurance Adviser
Sydney and Newcastle
