Precision Wealth Management

18/03/2026

Div296 bill passed through the Senate affecting super balances above $3M from 1st July 2026.

If this affects you, contact us now at 07 3180 4430

25/12/2025

Merry Christmas to all. From the team at PWM.

19/12/2025

Our phones are back and working - just in time for us to not be here to answer them 🤣. We still need to work out voicemail etc but at least they are working. We are shutting down today for 2 weeks, so maybe don't test the phones until Monday 5th January when we are back on deck. Have a fun and safe Christmas and New Year from all the team at PWM. See you in 2026.

09/12/2025

We are still having issues with our phones. It should be resolved soon but we are still waiting. Apologies for this issue. Please email us if you need to contact us.

03/12/2025

We are still having phone issues. Strangely, you can call our phone from a landline, but not mobiles. Please email if you need us.

01/12/2025

Unfortunately, we are still without phones. We're trying to get it sorted. Please email if you need to contact us.

28/11/2025

Our phones are currently down as we transition to a new phone system. We hope to be all sorted by Monday morning. Email is the best way to contact today.

07/09/2025

The team from PWM and some clients having a great weekend at Neurum Creek Bush Retreat. We certainly are keen to do this more often. If you are keen to join the next one, make sure you let us know.

07/07/2025

New tax changes are coming! Discover how Division 296 tax might affect your super and explore strategies to optimise your retirement plan.

👉 Read our blog now!

Explore strategies to manage Division 296 tax and optimise your retirement planning with expert advice from the North Lakes financial advisors locals trust.

30/06/2025

Did you know? The new Division 296 tax could impact your superannuation.

Learn about strategic moves like holding assets outside super or super splitting to manage your tax effectively.

👉 Read our blog to learn more!

Learn how Division 296 tax affects your super. Get expert advice from a Precision Wealth Management financial advisors.

04/06/2025

🌟 Big Congratulations to Scott! 🌟
We’re thrilled to share that our very own financial planner, Scott, has officially earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation through Kaplan!

So, what does this mean for you?

The CRPC® designation is a prestigious credential awarded by the College for Financial Planning – a Kaplan Company. It equips financial professionals with specialised knowledge in retirement planning, including:
✅ Pre- and post-retirement income strategies
✅ Asset management
✅ Estate planning
✅ Social Security and government benefits

This means Scott is now even better equipped to help you navigate the complexities of retirement with confidence—whether you're just starting to plan or already enjoying your golden years.

🏖️ Based on the Sunshine Coast and North Brisbane, Scott is passionate about helping locals build a secure and fulfilling retirement. With this new designation, he brings even more insight and tailored strategies to support your unique goals and lifestyle.

If you’re thinking about your retirement journey, now’s a great time to chat with Scott and see how his expertise can make a difference.

📞 Reach out today to schedule a consultation!

30/03/2025

Your super doesn’t stop working when you retire, it just works differently. 🔄
✅ After 60? Your withdrawals are tax-free 🎉✅ You can draw a regular income instead of taking a lump sum✅ A smart investment strategy keeps your savings growing

Super is one of the best tools for retirement security—let’s make sure yours is working for you.