Knowledge Centre

Our primary aim at Principal Wealth is to empower our clients to take responsibility for and control of their financial future. Centre to this tenet is understanding through education and knowledge.

“Education is the best provision for the journey to old age” - Aristotle

The Knowledge Centre is a dedicated resource hub sourced with up-to-date information, education and reference material. As a client, you will be able to access the following type of material held in the Knowledge Centre which we believe is of importance to your understanding:

By providing our clients with information that will enable them to make better and more informed decisions, we can assist them with understanding their own personal, financial & lifestyle needs and help them successfully achieve their aspirations

Education SeriesĀ Schools Education - apple

Principal Wealth runs a series of seminars aimed at executives, families, pre-retirees and retirees and small- and medium-sized business owners. Attending the seminars is not only a chance to hear advice from experts in their fields; it is also a great opportunity to network with others.

At Principal Wealth, we feel it is essential for clients to have access to educational programs to ensure that they have a level of knowledge to understand their financial position and various ways of improving it.

Principal Wealth run breakfast, lunch and evening seminar sessions; if you are interested in attending a seminar please feel free to contact us and we will be sure to invite you to the next session.

Principal Wealth Estate Planning Seminar

Principal Wealth Group Pty Ltd is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595 AFSL 247429.