Planning your finances | North Perth & Mount Lawley

Building a financial plan isn't just for retirement. No matter where you are in life, a simple and strategic financial plan will get your money working harder for you. In fact, we believe in the different financial planning can make so much that we offer your first appointment with our adviser at no cost.

Financial planning can help get your money working harder for you, whether you earn $50,000 or $500,000. Figuring out what your financial goals are, and then a plan to help you get there can help you make better choices for a better financial future. 

You could build a financial plan to:

  • Get debt free
  • Budget for your first home
  • Invest your money
  • Build wealth for the future
  • Create income for yourself in retirement
  • Transition to retirement 
  • and more!

What is a financial plan?

Life isn't always certain

Life isn't always certain, so it's important to make sure that you and your family are protected should anything go wrong. Insurances are an important part of building a strategic financial plan for the future, so that you can work to achieve your goals knowing that you're covered.

Our financial adviser will suggest the insurances that you will for your life, and ensure that you're not paying for insurances you don't need.

What are the different kinds of personal insurance?

Our adviser, Glen

We have a fantastic adviser in Glen, who has worked with a range of different types of clients, from mums & dads to high net worth clients, small businesses and larger companies.

He has experience in all areas of advice from personal financial strategies to retirement planning, and specialises in personal / family protection and insurance, superannuation consolidation advice & PBI salary packaging strategies.

To book your free financial planning appointment, call us on 08 9375 5444 or click on the Contact Us button at the top of this page. You can visit our office at 424 Fitzgerald Street North Perth, or our mobile team can come to you at a convenient place and time. 


Contact us today.


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