Proper Wealth

Located in Newstead, Brisbane, PG Wealth believes anyone would benefit from our financial services regardless of their bank account status. Our expert team wants to help you develop a personalised plan to reach your financial goals.

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Proper Strategy

At PG Wealth, we endeavour to identify what you value most when creating your financial strategy. In any strategy, it’s vital to consider the possible risks that could impact you in the future. That’s why we tailor a comprehensive plan for you, to ensure you and your family are protected no matter what.

Value-driven

We believe wealth creation is not only about dollar values, assets and liabilities, but a way of achieving what you want in life. Our team dedicates their time to discover what is important to you when creating your financial plan. Whether that’s being able to send your kids to private school, retire early or cut down your mortgage a little bit quicker – we will provide the tools to build your ideal future. Our services include:

Investment
Cash flow management and planning
Retirement or Estate Planning
Personal insurance
Superannuation needs.

Free for all

At PG Wealth, your first meeting is 100% cost and obligation-free. This initial meeting is purely about understanding what areas you’d like to improve on financially and how we can help make this happen. Once we reach this understanding, we will discuss fee agreements for our continued service that you can either accept or decline.