Perth is home to a number of financial planners who can help you achieve your financial goals. Whether you’re looking to grow your wealth, plan for retirement, or protect your assets, a top financial planner in Perth can provide you with tailored advice and strategies to suit your individual needs.
More than having an office and an Australian Financial Services Licence (AFSL), you want someone with expertise and knowledge of the financial industry. Finding someone who can can help you navigate the complexities of financial planning will be crucial to building your financial future and experiencing financial freedom.
In this article, we’ll take a closer look at some of the top financial planners serving Perth and the rest of Western Australia.
1. Blueprint Wealth
Blueprint Wealth is a specialist financial planning services firm in Perth that has been helping people achieve their financial goals for over 20 years. Their comprehensive financial planning strategy is designed to accumulate and maintain wealth for their client’s financial security.
They provide a wide range of sound financial advice and services, including retirement planning, investments, insurance, and estate planning, among others. Blueprint Wealth’s unique advisor system ensures that clients have direct access to at least two advisors for their enquiries. They work closely with clients to deliver recommendations and keep them on track to realising their better financial future.
Address: 1/23 Richardson St, South Perth WA 6151, Australia
Phone: +61894230300
Website: bpwealth.com.au
2. Empire Financial Group
Empire Financial Group is a financial planning firm that provides fee-for-service strategic financial planning advice to clients of all ages and stages of the investment cycle. The firm offers comprehensive, goal-oriented strategies that are customized to the client’s financial situation and goals.
Empire Financial Group promises long-term support and guidance and a team-based approach to ensure the best outcome for the client’s financial future. The firm is committed to being product and investment-class neutral and transparent in all aspects of its service. Empire Financial Group’s fee-for-service model ensures impartial advice and support that is in the client’s best interests.
Address: Suite 5/22 Brown St, East Perth WA 6004, Australia
Phone: +61893233000
Website: efg.net.au
3. Shadforth Financial Group
Shadforth is a financial advisory firm that provides whole-of-life, goals-based wealth advice to help clients achieve financial independence. They offer a complete range of services, including private wealth, investments, retirement planning, insurance, estate planning, and business advice.
Shadforth’s private wealth advice goes beyond investments and uses a total balance sheet approach to support clients’ financial goals. The certified financial planner partners with leaders in investment markets to offer tailored portfolios and apply evidence-based principles to investing. The firm’s expert advisers assist clients at any life stage or circumstance, from saving for specific goals to navigating a divorce or transitioning to retirement.
Address: Central Park, 152, Level 28/158 St Georges Terrace, Perth WA 6000, Australia
Phone: +61893246000
Website: sfg.com.au
4. The Wealth Designers
The Wealth Designers offer valuable financial advice to help clients build wealth and live a beautiful life. They have a point of difference that sets them apart from others, including listening to clients’ goals, not pushing products, delivering value, charging a flat fee, and not being elitist.
They have an in-house investment team and a panel of experts to deliver smart investment propositions to clients. The company was inspired by the late Sharl MacMillan, who owned a booming record store business built on providing an exceptional customer experience.
Address: Level 4/40 Kings Park Rd, West Perth WA 6005, Australia
Phone: +611300893000
Website: twd.com.au
5. Aspire2 Wealth Advisers
Aspire2 Wealth Advisers is a financial advisory firm based in Perth, Australia. They offer a range of services, including superannuation, investment advice, insurance, self-managed superannuation funds (SMSFs), retirement planning, and aged care planning. Their services are designed to help individuals and families make informed decisions about their finances and achieve their financial goals.
Aspire2 also provides assistance to first-time homebuyers with saving strategies, and they offer various investment portfolios. The company has well over 100 years of combined experience and can provide sound market intelligence and financial advice to help their clients make informed investment decisions.
Address: Level 2/33 Richardson St, West Perth WA 6005, Australia
Phone: 08 9322 7029
Website: aspire2wealth.com.au
6. Reilly Financial
Reilly Financial is a Perth-based financial planning firm that strives to achieve their clients’ financial objectives by implementing and managing financial products and services in line with their core values of integrity, transparency, and excellence. Their team takes the time to understand their clients’ needs and provide education, advice, and guidance through the various stages of their life.
Reilly Financial offers a range of services, including investments, insurance, and finance. They will create and manage a tailored investment strategy, provide advice on life, trauma, income protection, business, and total disability insurance, and help clients get the best interest rates when financing their house, business, and investments.
Address: level 3/949 Wellington St, West Perth WA 6005, Australia
Phone: +611300838070
Website: reillyfinancial.com.au
7. LIFE Financial Planners
LIFE Financial Planners is a Perth-based business that offers personalized financial strategies and advice to help clients achieve their financial goals. The team works closely with clients to understand their values, articulate their goals, and develop a tailored financial plan to achieve them. They provide ongoing support and advice throughout the client’s journey, ensuring they remain on track and informed.
LIFE Financial Planners are committed to providing the best advice and ongoing service and has been recognised for its outstanding client service. They are a member of the Association of Independently Owned Financial Planners, ensuring their advice is unbiased and free from conflicts of interest.
Address: 12/643 Murray St, West Perth, WA 6005, Australia
Phone: +61893221882
Website: lifefinancialplanners.com
8. Calculated Advice
Calculated Advice is a financial planning firm in Perth, which provides personalized advice to successful individuals and families based on their individual circumstances, values, and goals. Their team of experienced professionals helps clients navigate every stage of their wealth journey by providing objective advice and guidance.
Their comprehensive process helps clients build a solid foundation for their wealth, develop a tailored strategy for accumulating wealth, consolidate their assets to meet their retirement goals, remove stress and uncertainty associated with retirement, and transition their wealth to the next generation with peace of mind and certainty.
Address: Ground Floor/1110 Hay St, West Perth WA 6005, Australia
Phone: +61862638330
Website: calculatedadvice.com.au
9. Bellwether Perth CBD
Bellwether Perth CBD is a leading financial planning company that offers reliable and personalized solutions to clients seeking to manage their finances. The firm’s experienced advisors offer wealth creation and financial advice that is tailored to clients’ lifestyle objectives. Bellwether’s services include superannuation and retirement planning, personal insurances, estate planning, redundancy planning, separation and divorce, cash flow management, and aged care accommodation. The team’s expertise in self-managed super funds helps clients achieve their retirement goals. With a focus on lifestyle outcomes, Bellwether is an ideal choice for individuals seeking trusted financial planning advice.
Address: Exchange Tower, Level 20, 2 The Esplanade, Perth WA 6000, Australia
Phone: +61892254462
Website: bellwetherfg.com.au
10. Wealth Management Partners
Wealth Management Partners (WMP) is a Perth-based financial advisory firm with nearly twenty years of experience. Their approach is to combine three vital knowledge sets that focus on the individual, their profession, and their support network. This approach helps clients retire better, by creating a unique retirement journey that takes into account their wants, needs, hopes, and desires.
The financial adviser group offers a range of financial planning services, including budgeting finances, growing superannuation, protecting assets, and designing a life in retirement that allows for others. Their advisors listen carefully to clients’ needs and provide clear and informed advice.
Address: 106 Burswood Rd, Burswood WA 6100, Australia
Phone: +61893686030
Website: wmpgroup.com.au
Final Words
There are several top financial planners in Perth that offer personalized and professional advice to help individuals and families achieve their financial goals. Whether it’s retirement planning, wealth creation, estate planning, or personal insurance, these financial planners have the knowledge and expertise to provide sound advice that can bring order to your finances.
By partnering with a financial planner, you can ensure that your financial future is secure and optimized to achieve the lifestyle outcomes that you desire. So, o take control of your financial journey and make informed decisions about your future. It’s worth considering the services of the best financial planners in Perth.
