My firm belief is that wealth is an individual, personal thing. Wealth is really about lifestyle and can mean different things to different people. I work with you to define, plan and achieve your personal goals through a coordinated approach to wealth creation.
It is no exaggeration to say Yosha's advice has been life changing. In 2021, thanks to his guidance, we were able to purchase our first property -- a milestone we had thought was still a few years away. He and his team have always been proactive and attentive, and I would have no hesitation in recommending him and PWS to anyone.
I've been very happy with the advice provided by Yosha. He helped us work through a number of options to come up with a sound superannuation & investment strategy. He is always very prompt & attentive in answering our questions.
Yosha has done an excellent job in advising us. He is clear in his reasoning and recommendations, and highly responsive to queries. A real pleasure to work with.
Yosha’s advice is always clear and easy to understand. His recommendations are always considered and based on the requirements and objectives we’ve communicated to him. We would highly recommend Yosha.
Yosha has given me advice in areas including how to grow my wealth and prepare for the future, including investment, super and insurance information. Yosha was always able to explain things to me in an extremely clear and thorough way. Yosha's knowledge and experience, gives me great confidence in achieving my goals.
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2010
- Years of experience 13
- Bachelor Business
Professional Wealth Services Pty LtdSuite 3, Level 25, 100 Miller St
North Sydney, NSW 2060
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Professional Wealth Services Pty Ltd