Moore’s Sydney practice partners with Professional Wealth Services

07 November 2022 Consultancy.com.au 1 min. read
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Moore has expanded its wealth management capabilities through a new partnership with Professional Wealth Services.

Based in North Sydney, Professional Wealth Services is a boutique financial planning company (17 staff) specialised in offerings including retirement planning, family succession, investments, super funds management and family offices services.

As part of the collaboration with Moore, Professional Wealth Services will now serve as an extended service capability of the national accounting and advisory group. The team will work closely with Moore’s wealth arm in Sydney.

Moore’s Sydney practice partners with Professional Wealth Services

“Our team are passionate about assisting clients to build, manage and protect their wealth. Our aim is to provide our clients with an integrated service. This new venture enables us to extend our wealth management services by offering and delivering tailored solutions alongside existing services,” said Paul Breedon, Director at Moore in Australia.

The partnership comes according to Breedon at a time when wealth management and protection services is in high demand, given the turbulent environment that is spurring high net-worth individuals to rethink their wealth planning.

Meanwhile, for Professional Wealth Services, the partnership will enable the firm to provide its suite of services to Moore’s network of clients.

In related news, Grant Thornton earlier this year divested its private wealth business to Oreana, while BlueRock boosted its private wealth business with Melbourne-based Broadbent Financial.