Best Financial Advisors In Perth Near Me

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: Andep Investment Consultancy has been providing financial advice to clients in and around Perth since 1982. The company was founded by Dennis Barton who remains a director today. We have our own Australian Financial Services Licence (AFSL) and are passionate about providing simple yet effective advice that is free of conflicts of interest. We are independent and unaligned financial planners who are not affiliated with any banks or other product providers . We not not receive any commissions and do not charge asset based or ongoing fees.

Andep (a contraction of ANalysis with inDEPendence) was founded with the goal of providing independent advice on a fee for service basis. Back in 1982 the financial advice industry looked very different to what it is today. The trigger for Andep’s establishment was a comment by a fellow member of the Superannuation Board of Western Australia (now GESB), which Dennis chaired at the time, about the poor advice given to someone who was vulnerable. At the time, most investment advice was dispensed free of charge and financial advisors were remunerated by commissions up to 8% of the sums invested. The conflict was obvious. Read more about us…

4worldlovers: TAG Financial Planning Pty Ltd ABN 64 647 048 794 t/a TAG Wealth Solutions is only authorised by Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523 to provide services related to financial products. TAG Finance Australia Pty Ltd ABN 81 120 886 197 provides credit services under Australian Credit Licence 405647. Please be aware that Infocus is not responsible for these services.


Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.

4worldlovers:
Call today to book a free financial health check with one of our hand picked and trusted partners.


In the comfort of your own home, they can run through a complete overview of your finances. Some of the areas they will look at are:


All advice will be specifically tailored to you and your financial situation.


We have hand picked financial consultants and investment planners, that have served people in Western Australia for many years. We have the opportunity to put you in touch with people we trust and recommended based on thier duty and quality of service.

Our partners have expertise in a variety of fields and are constantly monitoring trends and ideas to keep on the cutting edge of investments and finance.They have expertise in providing financial advice of any form.


Whether you need an investment advisor perth or looking into portfolio construction, superannuation, planning for your retirement, or an estate, we can help. Our team can also provide services for small and medium business entities. Whether you need to manage the risks of your super fund or want a buy/sell agreement crafted, our professionals are able to provide the help you need.


At each levels and services, we have somebody whos priority is to work with you and develop packages suited to your needs. They value your input and objectives and work to match them with the best strategies available.

The Financial Advisors Perth can help you with investment insights that are tailored to suit your needs.

When you call on our financial consultants, we guarantee more in-depth and personalized help than what you would expect from other investment advisors perth

We know how daunting finances can be without help so we have weeded out the bad apples for you and can put you in touch with somebody that cares! Thus our aim is to make sure that you comfortably have an understanding of how they are building your financial security, rather than be left confused and looking at numbers.

Our process begins with getting your information and partnering you with the investment advisor perth who will meet your needs. Then you will get explanations, that involves making sure you know how we work and what information is being presented. Everyone wants to be financially independent, but different people have various reasons for the pursuit.

Some desire a more comfortable retirement, whilst others only want to have an income derived from investments.By identifying your goals and assessing your current situation, our financial planner can prepare a plan that factors in your income, assets, and liabilities, in order to maximize your returns and have you on track to achieving your goals.

We purposely have chosen multi-service companies to partner with , they are more than just a financial consultant Perth. They can serve as a mentor, teaching you the basics and getting you started. They can act as a coach, provide you with the best options available, and also position themselves as project managers, in coordinating every detail of your financial strategy.This means, their company and team is with you every step of the way.

We have been in the finance game in Perth for several years now. We take pride in our long history of success, the experience we have gained, and the experts we have come across.

We understand the mine field of finding the correct financial advisor Perth who actually puts your needs and wants first, whilst providing excellent service.

We have chosen partners with a long tradition of personal care for their many clients. Their companies provide practical solutions, customized systems, and leading wealth accumulation strategies. Your investment’s, your accounts, your finances are safe with them.

With our help, you can turn your financial and long-term goals into a reality. The Financial Advisers Perth, have worked the financial markets long enough that we can confidently recommend the advice, plans, strategies, and information, so you are never going into an investment choice blind.

Our Partners keep abreast of new opportunities and changes in the market, as well as monitor the progress of your existing plans.

Do you need help with superannuation in any form? Are you thinking of building a financial safety net for retirement? Don’t stress yourself out by thinking of all the details yourself.

Our advisers can figure out your needs and structure an investment plan that achieves those goals.If you are looking to start investing, you can find no better help. Our Perth property investment advisors can provide details on the markets, their movements and how best to get started.They have over a decade of experience in planning these strategies and can help you put together one that will guarantee your future.

4worldlovers:
Be it buying your first home, starting a family or filing your tax returns, we can assist at every stage of your life.

We strive to look after your financial needs by first listening and understanding your situation, only then we devise a strategy specific to your needs.

You will be able to enjoy the freedom that comes from knowing that your finances are under control.


Our broking services range from buying your first home to advance property investments. (i.e. Family Trusts & Testamentary Trusts etc).


We will look at placing you with the loan that best suit your needs. And don’t worry, we will communicate using simple terms.