Principal Wealth Group is a boutique wealth management firm based in Sydney, Australia. The company focuses on providing a comprehensive suite of financial services to help clients build, manage, and protect their wealth. Their core offerings include strategic financial planning, investment management, superannuation advice (including Self-Managed Super Funds - SMSFs), and personal insurance solutions. The firm prides itself on a client-centric approach, aiming to create long-term partnerships and deliver personalized strategies to meet individual financial goals.

Founded in

Australia