Working with over 4,000 clients nationally over the past 10 years, Premium Private Wealth is a fully integrated financial services company specializing in loan structuring, debt reduction, wealth creation, investment portfolio management, property investment, property research and management, taxation, risk management, superannuation and retirement planning, self managed superannuation funds (SMSF), life insurance and estate planning. Through education, property investment, financial planning and advisory, Premium Private Wealth cater for Clients for the long term, through our boutique ‘Client for Life’ Program, empowering our clients to make informed decisions at significant times through their entire financial life cycle. Premium Private Wealth Partner Program is a select group of Professionals strategically aligned in the vision to empower and educate clients in all aspects of financial investment and assisting clients to structure and make investment decisions to help achieve financial goals, including retirement planning and increasingly, self managed super fund (SMSF) investment strategies. PARTNER PROGRAM Premium Private Wealth invite select Professional Practice firms to collaborate and provide integrated financial services through personalised financial reviews and wealth creation plans. Professional Practices - including Accountants, Financial Planners, Mortgage Brokers, Doctors, Lawyers, Engineers and Corporate HR Directors are welcome to join us - simply contact Clare - Premium Partner Program on 07 3024 1717 or email direct to: Partner Program Manager, Clare Katavich at clarekatavich@premiumpw.com.au.
View Top Employees from Premium Private WealthWebsite | http://www.premiumprivatewealth.com.au |
Revenue | $17.1 million |
Employees | 22 (13 on RocketReach) |
Founded | 2005 |
Address | Level 11, 320 Adelaide Street, Brisbane, Queensland 4000, AU |
Phone | +61 1800 095 288 |
Technologies |
JavaScript,
HTML,
PHP
+11 more
(view full list)
|
Industry | Financial Services, Finance General, Finance, Property Investment, SMSF, Financial Planning, Advisory, Risk Management, Managed Funds, Estate Planning, Tax Minimisation, Wealth Creation |
Competitors | Alder & Partners Private Wealth Management, GDA Group Pty Ltd, Intralink Wealth Management, Investment Partners |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Premium Private Wealth employee's phone or email?
The Premium Private Wealth annual revenue was $17.1 million in 2024.
13 people are employed at Premium Private Wealth.
Premium Private Wealth is based in Brisbane, Queensland.
The NAICS codes for Premium Private Wealth are [52, 523, 5239].
The SIC codes for Premium Private Wealth are [621, 62].