Approved Financial Planners

Everest Wealth, located at 125 Cambridge St in West Leederville, is a financial consultant offering holistic, practical planning. Clients praise a comprehensive financial plan, a clear investment strategy, and thoughtful maternity leave planning, all explained in easy-to-understand terms. The team is known for organized, transparent service that helps clients set goals, take informed steps, and feel empowered about their financial future.

The Wealth Designers, located at Level 4/40 Kings Park Rd in West Perth, WA 6005, provides professional financial consulting led by Dawn and a trusted team. Clients highlight transparency, regular updates, and personalized guidance that helps manage superannuation and work toward a secure retirement. Praised for professionalism and clarity, the firm offers care-driven financial advice that fosters confidence and peace of mind.

Capital Partners Private Wealth Advisers in West Perth provides holistic financial planning and trusted stewardship for clients seeking clarity and confidence in their financial futures. Reviews note a holistic approach—from divorce settlements, wills, and superannuation to real estate decisions—delivered with clear, professional, and approachable guidance. Notable advisers Kathryn and Michael Hayward are praised for integrity, follow-through, and client-focused service.

bdhSterling is a Perth-based financial consultant offering expert guidance on UK pension transfers, Self Managed Super Fund setup, and related financial services. Located at 28 The Esplanade, Perth, the team is praised for thorough, transparent, and highly professional service that makes complex transfers stress-free. Clients note clear communication, in-depth knowledge, and reliable support across Perth, Sydney and the UK.

Aspire2 Wealth Advisers offers expert financial guidance in West Perth at level 2/33 Richardson St, helping with finance, investment, and retirement planning. Clients praise clear, easy-to-understand advice, responsive service, and successful outcomes on home loans and financial management. Long-time clients commend Luke, Jaime Bedoya, and Damon for trusted, professional support that supports a stress-free retirement.

Blueprint Wealth in South Perth is a trusted finance consultant and wealth planning firm. Clients note patient, attentive advisors who listen to goals, explain complex concepts clearly, and provide practical resources. The team—including Dee and Jarryd—receives praise for friendly, supportive service, while Loretta at reception helps create a welcoming experience. The firm emphasizes tailored strategies and ongoing financial security.