Best Financial Consulting Courses Perth Near Me

4worldlovers: Traditionally financial planning has focused on building wealth for clients, yet many clients have not clearly articulated how they want to use that wealth to enhance their life. This often means they don’t focus on a clear and tangible goal and don’t feel a sense of achievement – despite their growing wealth. As Financial Planning specialists, our role is to help you build a clear picture of your unique future, including your personal life goals and aspirations.

We serve an engaged and diverse clientele, providing uncluttered, personalised advice that enhances their quality of life and leads to sustainable and meaningful solutions. We will help to organise and simplify your life in such a way that maximises the whole family’s enjoyment of wealth both now and in the future.

If Sustainable and Ethical investment is important to you, then let us know – because it’s important to us too. The United Nations definition of Sustainable Investing is “Development that meets the needs of the present without compromising the ability of the future generations to meet their own needs”. We can emphasise sustainability within your portfolio whilst still targeting higher expected returns, so ask us how.

Our experienced and industry recognised advisors will be on your team, to deliver results.


There is no one size that fits all – we’ll help to assess your options.


Life is the sum of your choices and we can support you in making them.


Clients have expressed quite passionately, how much they appreciate what we’ve done for them and their families.


“Pippa and the Momentum team have given us sound financial advice over the past 6 years. The holistic strategic approach, combined with unquestionable competence in the financial planning arena, provide us with piece of mind and a secured future for me as well as my family. We highly recommend their services.”

We met Geoff and Allison in 2009 when they were in their early 30’s with a young family and both working in employed roles. Their net wealth was approximately $900k and they had a long list of goals to achieve! Some of these were: Home renovations New furnishings Subdivision of an investment property and construction.

Albert and Nicola, aged 43 are medical professionals with both employed roles in public hospitals and private consulting income. As high income earners, their primary objective was to ensure they were capturing their surplus income and directing that to effective strategies.

David and Rhonda first approached us in 2006 – David had been diagnosed with a terminal illness and wanted to find the right people to ensure Rhonda and their two children were taken care of. David unfortunately passed away early in the relationship with Momentum and Rhonda was unaware of all of their financial affairs, including how to access any money from their bank accounts.

4worldlovers: Financial planning adviceFinancial planning adviceFinancial planning adviceAdministration platformAdministration platformFiducian FundsFiducian FundsPlanner SoftwarePlanner SoftwareInvestment ProcessInvestment ProcessJoin our advice family networkJoin our advice family network

Fiducian Group Limited is a diversified financial group offering funds management, financial planning, platform administration, financial planning software and administration systems development. Our motto of Integrity, Trust & Expertise is embodied in all our dealings with clients and stakeholders.

Diversification is the key. View the historical investment performance of our funds.

When comparing investment performance, it’s a good idea to consider returns over the long term. Markets can fluctuate in the short-term.


Please note investment returns aren’t guaranteed, and past performance isn’t a reliable indicator of future returns. Benchmark information and fund rankings are also available within the table.


Fiducian offers a suite of managed funds which provide investors a choice of diversified, sector and specific and specialist funds. Each of the funds is managed by Fiducian’s Manage the Manager System.

The Fiducian platform solution is flexible and modular to fit your financial planning business. Designed around ease and efficiency it provides your clients access to a wide range of diversified funds.

We have a long history of developing innovative software tools for financial planners, from standalone asset allocation and portfolio modelling, portfolio review tools, information portals, and our flagship software for financial planning business, FORCe software.

Our powerful tools enable you to automate many manual tasks that are involved in implementing and servicing advice, enabling you to spend more time seeing clients, working on your business and having a balanced personal lifestyle.

The Portfolio Holdings Disclosure for 30 June 2022 is available in Resources under Superannuation Disclosure Documents

Wherever you are in Australia, we’d be delighted to get to know you and learn how we might be able to help. We’ve got offices in most capital cities and many regional centers right around the country.

Albury Bathurst Caves Beach Coffs Coast Gosford Hunter Illawarra Kelso Newcastle Nowra Tuggerah

Ballarat Bendigo Cobden Colac Doncaster Geelong Mt Waverley Ringwood Sale Sunbury Surrey Hills Traralgon

88.8% of our clients know that we care and listen to their life plans and aspirations. - 2021 Client Survey.

For over twenty years now, Fiducian Financial Planners have been helping me manage my money, and live a full life, rich in the things that money can’t buy, as well as the necessities. Thanks to them all!

4worldlovers: LIFE Financial Planners is a West Australian business focused on helping our clients become financially secure, providing financial advice to help them to live their best lives.


We work alongside our clients to help articulate goals that align with their values and define what’s important to them. We work together to refine these goals and then prioritise them. Sometimes we have to choose one over another. After the initial consultation, our team works to map out a plan on how we can work together to achieve these goals.


The financial plan is just the beginning of our relationship. Working with a Financial Adviser will give you peace of mind every step of the way knowing someone is there with you, giving you advice. We will be there the whole way, to celebrate the achievements and provide assistance with what life may throw at you.


Life is a journey, not a destination. So let us help you make the most out of the adventures it brings!

We’re committed to providing our clients with the best advice and ongoing service. Our track record as National finalists for Best Client Servicing Company in the Independent Financial Adviser (IFA) Excellence Awards over 3 consecutive years is proof of that.

We aim to keep our clients updated, on track, and comfortable as we guide them towards their goals. This way they can live their best possible life.

4worldlovers: Whether your idea of an empire is a lifestyle or a legacy, it must be built on rock solid financial foundations. We’ve got the tools to get you there.

We also have the experience to know there aren’t any shortcuts. So instead of empty promises and pictures of yachts, we promise to work hard, follow proven strategies, and even have tough conversations if they’re needed.

It’s the long road but it’s the one that leads to financial security and confidence.

We prioritise understanding the distinct financial and personal circumstances of each client before providing advice. However, we specialise in situations that commonly arise in different stages of life, such as:

Maximising wealth growth and preservation through tailored financial strategies and advice.

Guiding GESB clients toward financial goals with expert advice and strategies.

Empowering SMSF investors with strategic guidance for property acquisitions and growth.

Facilitating seamless UK fund transfers with expert financial guidance and solutions.

Mark Smith has been our advisor since 2013. When my husband died in 2020 I was worried about managing our finances on my own. Mark guided me every step of the way and went over and beyond his responsibilities. When Mark joined Empire financial group I followed him secure in the knowledge that I and my finances would be looked after.

We realised we needed help making the best use of our superannuation when retirement loomed. No more salaries and a finite amount of money to last us – a very scary prospect. We needed professional help. Research led us to Empire Financial Group. We had our first meeting with the very personable Mark Smith and knew he was a good fit for us. We felt that we and our finances were in safe, professional and knowledgeable hands with Empire and Mark. This has proved to be the case and we look forward to a continuing relationship with both Empire and Mark

We contacted Mark from Empire to assist us with our retirement planning. A great move as we have now retired and it has happened with the advice and support received from Mark. Well worth making contact prior to retirement so that planning can commence as soon as possible. Thanks so much for the advice and continuing information that has us in the position. We are loving life!

Since I first approached EFG I’ve been nothing but happy with their service. Mark is extremely personable and makes you feel comfortable in every meeting, while the work there analysts put in provides you with several plans – tailored to you and your needs – with a realistic model of where each will get you over the coming decades. I’d more than recommend them to anyone.

We have been dealing with EFG and the team for over eight years now, from our initial meeting back then which was with Chris we were listened to what our goals were and the team went to work. The plan that was set out for our future has reached and exceeded our expectations.

We have worked with Nicholas for around 6 years now and he has a fantastic work ethic and goes over and above all the time and takes pride in his work and is genuinely interested in our family as it has grown over the years while been with EFG.

Would 100% recommend to anyone who wants to be financially sound and you will receive professional assistance in reaching your goals.

We realised we needed help making the best use of our superannuation when retirement loomed. No more salaries and a finite amount of money to last us – a very scary prospect. We needed professional help. Research led us to Empire Financial Group. We had our first meeting with the very personable Mark Smith and knew he was a good fit for us. We felt that we and our finances were in safe, professional and knowledgeable hands with Empire and Mark. This has proved to be the case and we look forward to a continuing relationship with both Empire and Mark.

Nick and team has looked after my wife and I for near on 3 years now. They advice is professional and their service exceptional. Nick also considers other investment strategies outside of managed fund portfolios.

4worldlovers:
If you are looking for ways to make your money work harder for you there will be numerous investment options available however not all will be appropriate for your stage of life or needs. A bit of discipline in combination with a tailored plan, IFP can help you build a solid financial future.


Superannuation can be an effective tool to secure your financial future in retirement therefore it is vital to regularly review your superannuation account and contributions to ensure you are on track. At IFP we can help you build a nest egg to achieve your retirement goals.


Planning for your retirement can’t start early enough. Taking some simple yet clever steps when you are starting out, during the peak of your earning capacity and as you near retirement is important to ensure your retirement income is structured to suit your needs and objectives.


We believe that a comprehensive risk management strategy that effectively protects you, your family and you’re well earned income is the foundation of any financial plan. At IFP we will work with you to determine the right type and level of cover to suit your individual circumstances.


Accomplishing your financial objectives in the most tax-efficient manner is an integral part of the financial planning process. There are numerous tax effective strategies that may be appropriate for your individual circumstances to enhance your tax, retirement and wealth objectives.


Having access to the right estate planning advice can be the difference between a comprehensively protected inheritance and a prolonged family feud. Our experienced team can help you to structure a plan for the distribution of assets specifically tailored to your wishes.


At IFP we can assist you with all your mortgage needs. Whether you are looking to borrow money to purchase property, investment property, or refinance your existing home loan, we can help you obtain the right loan that best suits your needs.