PSK Private Wealth Market Research Report
Company Overview
Name, Mission of the Company
Name: PSK Private Wealth
Mission: PSK aims to help clients achieve financial success and peace of mind by providing personalized financial strategies. The core aim since its inception in 1969 has been to provide advice that puts the client's interests first.
When Was the Company Founded and By Whom
Founded: 1969
Founder: Martin Barnes established and built a successful life insurance and investment business, which later became Time Financial Planning.
Key People in the Company
- Paul Aspros, Managing Director
- Alicia Sun, Partner, Private Client Adviser
- Andrew Burnett, Partner, Private Client Adviser
- Judith Brown, Partner, Private Client Adviser
- Stephen Duffy, Partner, Private Client Adviser
- Gareth Davies, Partner, Private Client Adviser
- Elio Centofanti, Private Client Adviser
- In total, the firm has over 85 advisers, guided by a diverse group of partners and private client advisers.
Where is the Company Headquartered
Headquarters: Sydney, Australia with locations in Sydney CBD, Parramatta, Campbelltown, Central Coast, Canberra, Oran Park, Brisbane, Cairns, Townsville, Melbourne, Wollongong, Sutherland, Adelaide, Ayr, and Perth.
Number of Employees
Over 85 advisers and 170 support staff.
Revenue of the Company
No information is available.
What is the Company Known For
PSK is known for its comprehensive financial advice and services including life milestones planning, investment growth, debt management, income protection in retirement, family protection, and tax strategies.
Products
Financial Advice
Individuals & Families:
- Secure income in retirement
- Grow investments
- Save for major expenses
- Debt management
- Family protection
- Cash flow management
- Self-managed super fund management
- Preparation for aged care
- Inheritance creation
Businesses:
- Wealth management
- Business insurance
- Corporate super planning
- Succession planning
Other Services
Employee Benefits:
- Guidance and assistance for employee superannuation.
Lending Solutions:
- Home buyers: Assistance in buying first homes, upgrading, or downsizing.
- Refinancers: Guidance through the refinancing process to save money or add flexibility.
- Investors: Advice for individual and SMSF investors looking into property investment.
- Commercial property buyers: Help in finding mortgage solutions based on purchasing needs.
Tax & Accounting:
- Tax services for individuals: Support with tax returns and refunds.
- Tax solutions for businesses: Guidance through stages of business life from establishment to growth and succession.
- Property Investors: Manage accounting, tax implications, and investment strategies.
- Self-managed super fund services: Support in all areas of SMSF accounting and tax management.
Recent Developments
Corporate Growth and Acquisitions
- In 2021, PSK acquired two large financial services businesses, Stature Financial Group in September and the Ipac licence in December, one of Australia’s oldest and most respected advice businesses.
Insights and Newsletters
- Monthly Newsletters: In-depth market insights and developments.
- Weekly Wraps: Summaries and analyses of weekly market changes.
- Special Reports: Covering economic trends and policy changes like RBA decisions and equity market analyses.
Partnerships and Collaborations
Partnerships:
- No recent collaborations or partnerships mentioned.
New Features and Services
New Features:
- Enhanced digital solutions for personal financial health checks and estate planning.
- Improved client accessibility through multiple nationwide locations.
- Expanded advisory team and broadened service offerings in 2021.
Recent Developments in Products
- No new specific product launches or feature additions mentioned in the data provided.
Additional Information
Corporate Integrity and Dispute Resolution
- Adherence to the Tax Agent Services Act 2009 and transparent processes outlined for complaint resolution.
Note: The report strictly includes the information available from the provided data.
