About Me

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.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Infocus Securities Australia Pty Ltd