Best Financial Services in Perth

Best Financial Services in Perth
Photo: Claudio_Scott, Pixabay

Below is a list of the top and leading Financial Services in Perth. To help you find the best Financial Services located near you in Perth, we put together our own list based on this rating points list.

This article is updated every 3-4 months.

Perth’s Best Financial Services:

The top rated Financial Services in Perth are:

  • Momentum Planning
  • Elders Financial Planning – Perth
  • Empire Financial Group

If you are a Financial Services company or you know other Financial Services or places in Perth that should be on this list, please submit your details here and we will review your submission.

Momentum Planning

Momentum Planning
Momentum Planning

Momentum Planning was founded in 2002 that strives to deliver high quality of financial advice planning to their clients. They consist of three qualifiend financial planners, two technical paralegals and customer service worker that cater individuals, families, and executives to build and manage their wealth and financial matters. They are also recognized by Financial Planning Association which is the highest organization in the industry. Being able to be recognized by FPA is something they must be proud of as they can participate in all events and trainings of the organization.

Products/Services:

Retirement Planning, Lifestyle Planning, Family Financial Planning, Executive Financial Planning

LOCATION:

Address: 7/1 Albert St, North Perth WA 6006
Phone: (08) 9221 1955
Website: www.momentumplanning.com.au

REVIEWS:

“I was referred to Pippa and her team at Momentum Planning because I was looking for someone who could be impartial with their advice and that is what they offer given a fee for service and transparency regarding any commissions they may be offered by companies they may refer you to. The detail and attention they provide to your individual circumstances and the options for you to consider with the software package they use to forecast the next 20 years is the best I’ve seen. I’d highly recommend and will continue to utilise Momentum Planning long into the future.” – Ms Susanne

Elders Financial Planning – Perth

Elders Financial Planning - Perth
Elders Financial Planning – Perth

Elders Financial Planning – Perth comprises of team of qualified professionals and staff who strives to provide outstanding services to their clients. Their wide range of knowledge, backgrounds, and experience can cater all kinds of financial planning making clients feel comfortable with everything they want to know. They also have long-term clients that can attest to their excellent customer service. Overall, they commit to provide not only financial planning advice to their clients but also the accountability of their clients to their finances and wealth that can make a big impact on the future.

Products/Services:

Wealth & Family Protection, Business & Farm Succession Planning, Superannuation Retirement Planning, Pension & Retirement Income, Investing Wealth Creation, Self Managed Super Funds Trustee Advice, Centrelink & Aged Pension Advice

LOCATION:

Address: a/1 Kearns Cres, Applecross WA 6153
Phone: 1300 667 775
Website: www.efpperth.com.au

REVIEWS:

“I have had a working relationship with Les for the past 5 years and have been really impressed with his knowledge, work ethic and the outcomes he has managed to achieve for his clients. Would highly recommend.” – Chris Depiazzi

Empire Financial Group

Empire Financial Group
Empire Financial Group

Empire Financial Group has been providing their wide range of financial services to various clients since 1997. They consist of qualified experts that would tailor each client’s needs and financial goals to create the ideal guidance and approach on obtaining financial stability and freedom. Along with this, they do not only provide short-term or one time services to their clients as they know that the process on sustaining financial goals of the clients would take time. They want to help clients to achieve their goals in handling and dealing with their finances that can go a long way to their clients’ lifestyle and future.

Products/Services:

Strategy First Financial Planning, SMSF Property, GESB Advice, Insurance Options, Tax Effective Planning, UK Pension Transfer, Wills And Estate Planning

LOCATION:

Address: Suite 5/22 Brown St, Perth WA 6004
Phone: (08) 9323 3000
Website: www.efg.net.au

REVIEWS:

“The team at Empire Financial group have not only helped my Fiance and I personally but have helped some of my team and clients as well. They are very professional, and we found they had a strategic approach to our situation taking into account our financial and retirement goals. We could not have been happier with the outcome they provided, and a very easy to follow step by step process to achieve everything we are hoping for. Nick and Raymond took the time to explain all different outcomes to us and we left feeling at ease and that our financial future is in good hands. We 100% recommend them to all of our family and friends.” – Rebecca Halton

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