Helping clients create, grow and protect their wealth
PT Wealth is a fully integrated financial services business providing Superannuation & Investment Advice, Property & Finance, Tax & Accounting solutions. The result is a streamlined team of professionals, which is underpinned by having your own personal family CFO, who will become your first port of call for all things financial.
PT Wealth will help you maximise your potential, by implementing proven strategies that will create real wealth, by converting your income into long term investments that will provide you with sufficient passive income, so that you can become financially independent and giving you financial freedom, allowing you to go out and achieve your goals, whatever they may be.
We believe time and commitment allows us to develop a trusted position with our clients, with the focus not being on a single transaction, but on the end outcome. We offer a personalised service taking the time to get to know our clients individually as we understand everyone’s needs are unique.
I want to...
Clients = Family
Our clients are our family. Your wellbeing is our priority.
What’s important in your life, becomes our focus when making decisions that impact your legacy.
Some people have personal trainers to motivate them. We’re here to empower you financially. Ensuring that you take action when necessary to ensure you achieve your personal best.
We provide clear direction, guidance and objectivity to help you be prepared for whatever life may throw at you, and to ensure that your financial house is in order.
We combine creative thinking with personalised perspective when it comes to implementing the latest strategies and technology to give you a truly personal experience.