Yosha Steeghs-Doorn

Professional Wealth Services Pty Ltd

Platinum
12 Yrs Experience
North Sydney, NSW 2060
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.  Read my Adviser Ratings profile and Q&A Read my Adviser Ratings Q&A on SMSF's Read my Adviser Ratings Q&A regarding investing inheritance proceeds

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 18
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor Business
  • Language spoken
    • English

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047

5.00
18 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I don't hesitate in recommending Yosha. He has not only sorted out our financials for the future but continues to educate us in the why of the whats. This has enhanced our confidence to be more involved in developing our assets and to be asking 'where to next?'. Yosha's friendly demeanor and endless patience are assets in themselves, and his advice is thorough and complete."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yosha has been assisting us for several years now including with some complex investment and estate planning issues. He has always been professional, highly knowledgeable, quick to respond, flexible and very patient with our many demands. We look forward to working with him for many years to come and highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yosha has turned my fear of seeking financial advice into something I positively look forward to! We are building something together and as well as feeling that the investments are secure and robust, it's exciting!!"

  • Superannuation
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yosha is very helpful and knowledagble in the area of financial planning. He works with me to get me the best outcome and is always on top of things. He is very reachable, compassionate and possibly one of the best people I have had the pleasure of working with."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Yosha provides easily understandable yet thorough advice and recommendations in a professional manner to support our current and future financial planning needs."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2009

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Yosha's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Yosha able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Yosha's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Yosha to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Yosha?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Yosha provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Yosha may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Yosha Steeghs-Doorn
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens