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Wealth management

Wealth management

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Propel your future

Make deliberate decisions to secure your financial freedom

It's easy to be complacent and put off receiving financial advice as you progress through life. But...is that wise?

Make smart, informed decisions. Take control of your finances and look forward to a retirement that's free of financial burden. 

Contact the Expert Wealth Advisers 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.

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Our wealth advisers 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.

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Why choose PKF wealth management services?

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.


Our team


Latest insights

Contact us today

Our wealth management experts will help guide you through to a resolution, achieving the best possible outcome for all concerned, so you can focus on your future.

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