PKF Wealth Newcastle and Sydney

Empowering your financial future

Your financial goals deserve more than a one-size-fits-all approach. Our purpose is simple: to help businesses create lasting prosperity through expert, personalised financial advice in Sydney, Newcastle, and beyond.

Every plan starts with you - your ambitions, your challenges, and your legacy. Integrity, transparency, and a true client-first mindset guide everything we do, so you can secure your financial future with confidence.

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Our approach to your financial wealth

We take a personalised approach to every business we support. We listen and get to know your goals so we can develop a strategic approach that supports the financial future you desire.

We understand finances can be confusing. Our experts walk you through our recommendations to ensure you are confident with your decisions, making the complex simple! We then keep you informed as put the plan into action, checking in regularly on an ongoing basis to ensure the approach we’ve taken continues to align with your needs and goals and to keep you on track.

We’re always here to help!

Who we help

Whether you’re a business owner planning for retirement, investing for growth, or safeguarding family wealth for the next generation, you’ll receive expert advice for your circumstances.

Our wealth management services are tailored to your unique circumstances, ensuring you have the right strategies, insight and care to bring your ambitions to life.

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What drives us

Values aren’t words on a wall - they’re ingrained in everything we do and a promise we deliver on every day.

Learn why you should work with us

Why choose PKF Wealth

Personalised. Trusted. Proven.

As your partner in financial advice, we bring clarity to your biggest business decisions and peace-of-mind to your day-to-day.

You will receive unbiased advice focused on what’s best for you. And because we’re part of your community, our success is measured by yours.

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Active supporters of our communities

As your trusted advisers for financial advice in Newcastle and Sydney, we understand the local economy and the unique opportunities it offers.

Our team proudly supports local organisations and events that help our communities thrive - because when our community grows, so do the people in it.

Newcastle

Edward Bacigalupo

Financial Adviser

Newcastle

Insights

Stock picking vs Asset allocation

It is often thought that one of the main roles of financial advisers is that they are stock picking gurus, that will help clients select a few shares, with great foresight, and these shares go to return handsome gains to clients. The reality is very different. Single stock selection makes...

Andrew Russell

Financial Adviser

Newcastle

Insights

A new and better way to manage investment portfolios

As financial planners we regularly encounter some confusion as to what financial planning is. In very brief terms, there are two key elements of financial planning: the first element is where we work closely with clients to help them identify their goals and then develop strategies to help them achieve...

Mark Folpp

Financial Adviser

Newcastle

Insights

Aged care: Is paying a large upfront RAD your only option?

Australia has one of the highest life expectancies in the world (behind countries like Iceland, Japan and Switzerland) and rates are continuing to climb. But, as our parents and loved ones get older, it is important that we start the discussions early about aged care. No one likes talking about...

Luke Kelly

Financial Adviser

Sydney

Insights

Who wants to be a millionaire?

The recent growth in residential property has provided an opportunity for those who have turned 60 years of age and are thinking about retirement. An optimal strategy when planning for retirement is to eliminate all remaining personal debt, contribute as much money into super as possible and commence an allocated...

2 contributors

Sydney

Insights

Who needs a financial adviser?

September 2018 marks 10 years since the Global Financial Crisis (GFC), an event that had a major impact on everyday Australians and how they now view the financial services industry. Millennials looking to save for their first homeYoung couples about to start a family and looking for strategies to reduce...

Luke Kelly

Financial Adviser

Sydney

Insights

Investing versus speculating

Global shares began the year on fire with stock markets ‘melting up’! In the first four weeks of the year the global index gained almost 5% with the UK stock market gaining nearly 9%, Shanghai 7% and the US 6%. All in less than a month. Then over the space...

Craig Sawyer

Financial Adviser

Newcastle, Sydney

Universal considerations in MA 2000 x 1000 R1

Insights

Universal considerations and risks in M&A and capital raising

Whether you're buying a business, selling a business, or raising capital in Australia, each pathway comes with its own technical processes and risks. Our comprehensive guide to mergers & acquisitions and capital raising highlights the critical steps, risks, and tax considerations you need to know.The guide covers: The strategic importance...

2 contributors

Perth

Insights

Sustainability reporting is here: Why your businesses must act now

The introduction of Australian Sustainability and Reporting Standards (ASRS) marks a significant shift in how businesses in Australia approach climate risk and sustainability, with mandatory requirements for specific companies having come into effect on 1st January 2025. What is ASRS reporting? The ASRS reporting framework, introduced by the Australian government,...

Partner

Newcastle, Sydney

Insights

Simple forecasting that actually works: Why current data beats historical models

This article shows how using current figures and “what if” scenarios gives a more accurate view of the next 6–12 months. It breaks down how drivers like staffing, cost increases and projects shape forecasting outcomes.

Stephanie Musolino

Business Adviser

Adelaide

Events

Moving to America

Moving to America: what Australian businesses need to know before expanding into the USFor many Australian businesses, the United States represents an attractive growth market. It is large, diverse and full of opportunity, but it is not a market to enter lightly. Expansion into the US requires careful planning, a...

Nicholas Falzon

Director

Sydney, Newcastle

Insights

Supporting those who need it most: Protective estate and trustee services in Adelaide

We provide dedicated financial management for protective estate and trustee clients, supporting every decision that shapes their financial position.

Our Adelaide team works closely with clients and their guardians to ensure funds are managed with care, consistency and long-term stability.

Stephanie Musolino

Business Adviser

Adelaide

Insights

AML Reforms in Australia: What accounting firms need to know in 2026

Australia is undergoing one of the most significant regulatory shifts in decades with the expansion of its Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regime. From 1 July 2026, accounting firms providing certain services will be brought into the AML/CTF framework under the so-called “Tranche 2” reforms.These changes aim to align...

Irina Donaldson

Senior Manager

Sydney

Moving beyond spreadsheets website graphic

Insights

Moving beyond spreadsheets: A smarter approach to multi entity reporting

CFOs should expect real-time, reliable group reporting, moving beyond spreadsheets is a critical step toward achieving it.

Nielen Govender

Senior Xero Consultant

Insights

What buyers need to know before acquiring a business

From the buyer’s perspective, acquiring a business is a strategic pathway to growth, diversification, or income generation. The process in Australia is highly structured and requires careful preparation, disciplined valuation, and the guidance of professional advisers. While each acquisition is unique, the underlying stages remain consistent, from strategy formulation to...

Matthew Hall

Executive Director

Perth

Insights

Why cashflow forecasting is critical for business growth: Looking beyond the profit & loss statement

This article explains why relying on the P&L alone carries risk and shows how business advisers use cashflow forecasting to manage liquidity, plan investments, and support sustainable growth.

Farrukh Kurbonov

Manager

Adelaide

Insights

Would you support a body corporate audit or strata audit at your next AGM?

Strata communities handle significant financial responsibilities, from collecting levies to managing sinking funds and paying contractors. With multiple stakeholders and complex transactions, accuracy and transparency are critical. One of the most effective ways to achieve this is through an external audit of the body corporate’s financial records.What does a body...

Marietta Phillips

Divisional Director

Gold Coast

Insights

Inside PKF’s corporate advisory approach: Helping businesses win in the market

Stefan from PKF shares insights on building market-relevant business value and strategic growth. He joins Ferzad Bharucha on the Play to Win Advisory podcast to discuss corporate advisory in action.

Stefan Galbo

Partner

Melbourne

Insights

Grant funding and revenue recognition for profit earning companies: Ensuring compliance with AASB standards

This article demonstrates how organisations that earn a profit can confidently manage grant funding and recognise revenue in line with AASB 120. By leveraging PKF Canberra’s integrated audit expertise, compliance, transparency, and reliable financial reporting are ensured.

Ross Di Bartolo

Partner

Canberra

Insights

What businesses need to include in a compliant whistleblower policy

Under the Corporations Act 2001 (Cth), public companies, large proprietary companies, and corporate trustees of registrable superannuation entities must have a whistleblower policy. Beyond compliance, a well-structured policy signals to employees and stakeholders that the organisation prioritises integrity, accountability, and transparency. PKF Australia’s whistleblower program provides a market-leading solution for...

Sarah-Jane Jacques

Director

Perth

Insights

Payday Super: What does the new legislation mean for employers?

The Federal Government has introduced major changes to superannuation guarantee rules. The Payday Super legislation, which received Royal Assent on 6 November 2025, will take effect from 1 July 2026.Key changesFrom 1 July 2026, employers must ensure superannuation contributions are paid into their employee’s nominated fund within seven business days...

2 contributors

Perth

Insights

Why corporate governance needs more than policies

Corporate governance in Australia has matured in theory, but not always in practice. Many organisations have the right documents on file, from board charters to risk policies, and codes of conduct. Yet too often, these are not lived out day to day.

Simon Fermanis

Audit and Assurance – Lead Partner

Perth

Insights

When audits are required and when they’re smart

Under section 292 of the Corporations Act 2001, proprietary companies classified as large are required to prepare and lodge audited financial statements with the Australian Securities and Investments Commission (ASIC). However, many organisations that aren’t legally required to complete an audit may choose to do so to meet stakeholder expectations.

Alexandra Carvalho

Audit and Assurance – Partner

Perth

Insights

Division 296 superannuation tax: Key changes you should know

The Federal Government has announced significant changes to the proposed Division 296 tax under its Better Targeted Superannuation Concessions (BTSC) for individuals with high-balance accounts. The updates are in response to industry and stakeholder feedback and are believed to be more practical than the previously proposed legislation.What’s changed?1. A two-tiered...

2 contributors

Perth

Insights

Preparing for your 2025 tax return: What business owners need to know

As the end of financial year approaches, business owners should take stock of key developments that may significantly impact their 2025 tax return. This year, the focus shifts from legislative changes to judicial decisions, with several recent court rulings reshaping how the ATO interprets long-standing tax provisions.

David Pring

Partner

Newcastle

Insights

The value of a Business Adviser: More than just numbers

In the world of business, entrepreneurs often find themselves navigating challenges that extend far beyond financial statements and budgets. While many perceive business advisers as purely technical consultants focused on numbers and growth strategies, the reality is far more nuanced. For an experienced business adviser, the role is fundamentally about...

Jackie Marriott

Partner

Newcastle, Sydney, Port Stephens

Insights

Driving growth and trust: How audit and assurance adds value for investment management services

For companies that provide investment management services, Type 1 and Type 2 reports can play an important role in evaluating the design, implementation and effectiveness of control environments.

Alexandra Carvalho

Audit and Assurance – Partner

Perth

Insights

The real reason why clients value advice

In 2025, financial advisers must evolve beyond traditional roles of managing investments, superannuation, and tax planning. Today, unless they are helping clients with the real issues that hinder them from leading their most prosperous lives while protecting their families, their wealth, and everything important to them, they will be replaced...

Luke Kelly

Financial Adviser

Sydney

PKF Wealth Newcastle and Sydney

Our approach to your financial wealth

Who we help

What drives us

Why choose PKF Wealth

Active supporters of our communities

Financial Services Guide

Privacy policy

Complaints policy

Email disclaimer

Our team

Insights

Andrew Russell

Mark Folpp

Luke Kelly

2 contributors

Luke Kelly

Craig Sawyer

2 contributors

2 contributors

Alex

Stephanie Musolino

Daniel Clements

Stephanie Musolino

Nicholas Falzon

Stephanie Musolino

Irina Donaldson

Nielen Govender

Matthew Hall

Farrukh Kurbonov

Marietta Phillips

Stefan Galbo

Ross Di Bartolo

Sarah-Jane Jacques

2 contributors

Simon Fermanis

Alexandra Carvalho

2 contributors

David Pring

Jackie Marriott

Alexandra Carvalho

Luke Kelly

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