ABOUT US

WE ARE A BOUTIQUE FINANCIAL
SERVICES COMPANY

PPN Wealth is a private wealth management business that places you and your family at the centre of our relationship. Our experienced team is dedicated to providing every family with the ongoing financial support they need.

We specialise in Investment Portfolios, predominantly Shares, Cash, Term Deposits, Fixed Interest Products and Investment Structures including Superannuation and Family Trusts. 

We offer personalised, tailored advice and ongoing management to suit your changing demands based on an understanding of your goals with the ability to be able to change to match these for the best outcome possible.

To make things easier for you, we work with any of your additional professional advisers to ensure that you get the solutions you need from our experienced staff.

OUR SERVICES

PERSONALISED, TAILORED ADVICE AND ONGOING MANAGEMENT

INVESTMENT MANAGEMENT

We help you manage your investments according to your goals. This can be by way of direct investments such as shares or fixed interest, or by way of a Managed Fund if appropriate. Once established, we assist you in the ongoing advice relating to your portfolio to ensure that it continues to meet your objectives.

SELF MANAGED SUPER FUNDS

We can help you establish and operate your own Self Managed Super Fund. We can assist you with your obligations when managing your fund.

ESTATE PLANNING

We can assist you and your family with planning your investment beyond your passing away. This enables you to provide for your beneficiaries once you are no longer able and helps to relieve the added pressure of finances through difficult times.

STRUCTURING ADVICE

We can review your existing financial structures to ensure they still meet your changing needs. It is crucial that any returns you make on your capital are made as efficiently as possible.

RETIREMENT PLANNING

Everyone has a different set of goals approaching retirement. It is important to start planning your alternate income stream as soon as possible to ensure a smooth transition from work income to retirement income in the most efficient manner.

ADMINISTRATION SERVICES

Our administration service includes a 'mailhouse' function where we receive all your investment correspondence. We manage corporate actions on your behalf and provide your accountant with a comprehensive information package post financial year end for the preparation of your tax obligations.

OUR TEAM

MEET OUR
PPN WEALTH TEAM

CONTACT US

THANK YOU FOR YOUR INTEREST IN PPN WEALTH

MELBOURNE OFFICE

Level 24,
570 Bourke Street
Melbourne VIC 3000

P (03) 8658 5922

PO Box 16212,
Collins St West VIC 8007

SYDNEY OFFICE

St James Centre,
Level 17, 111 Elizabeth Street
Sydney NSW 2000

 P (02) 9377 0516

GPO BOX 1612
Sydney NSW 2001

For general enquiries, please fill in the following contact form and we will get back to you as soon as possible.