Yosha Steeghs-Doorn

Professional Wealth Services Pty Ltd

Platinum

14 Yrs Experience

North Sydney, NSW 2060

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My firm belief is that wealth is an individual, personal thing. Wealth is really about lifestyle and can mean different things to different people. I work with you to define, plan and achieve your personal goals through a coordinated approach to wealth creation.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 March 2024

I cannot express enough gratitude for the exceptional support and guidance provided by Yosha during one of the most challenging times of my life. As a newly widowed individual, navigating the complexities of financial planning seemed daunting. However, Yosha not only provided expert advice but also offered a level of care and compassion that made me feel truly supported. Their ability to translate complex financial jargon into understandable terms, coupled with their genuine concern for my well-being, helped me gain confidence in my financial plan. Knowing that I have a trusted partner looking after my interests has brought immense peace of mind during this difficult transition. I highly recommend their services to anyone seeking not just financial expertise, but also genuine care and support during life's unexpected challenges. Thank you for everything.

5.00 March 2024

Yosha is very capable and a true professional. We have great confidence in him.

5.00 November 2021

It is no exaggeration to say Yosha's advice has been life changing. In 2021, thanks to his guidance, we were able to purchase our first property -- a milestone we had thought was still a few years away. He and his team have always been proactive and attentive, and I would have no hesitation in recommending him and PWS to anyone.

5.00 October 2021

I've been very happy with the advice provided by Yosha. He helped us work through a number of options to come up with a sound superannuation & investment strategy. He is always very prompt & attentive in answering our questions.

5.00 October 2021

Yosha has done an excellent job in advising us. He is clear in his reasoning and recommendations, and highly responsive to queries. A real pleasure to work with.