Areas of Expertise
Thank you for choosing to Find a Financial Planner.
We are 100% Australian owned and promote 5-star Perth financial planners who are the best of breed in their industries.
We remove the guesswork out of dealing with your financial planner but doing feedback calls on their potential clients to ensure they are scoring top marks on customer service and speak your language
Financial Planner Perth
Are you financially in a a state of boom or bust?
Financially Western Australia contributes more the mineral and energy exports than any other state and per person, it is not surprising the contribution to the global economy is higher than any other state. Western Australia is a boom state and how are you going financially? Are you booming or busting?
Finances can be drained or increased because of different life events. We have addressed some below. If any of these below ring true for you, it may be time to meeting with a financial planner in your region. You’ll be glad you did.
Aged Care
There are a lot of considerations when dealing with a loved one who need assistance. We have listed a couple below:
What are your options regarding aged care?
The degree of care needed is determined by an Aged Care Assessment Team (ACAT) which comprised social workers and health professionals.
They will determine what level of care you need so you can decide on the right facility with the services you or a loved one need.
The bottom line is, fill in the form and we will allocate a financial planner that suits you.
One Final Point.
You are the most important thing to consider in this equation. The government are not going to take care of you in retirement and you have the responsibility to make sure YOU are going in the right direction. If you need help and have had enough and feel “sick and tired of being sick and tired ”. Now’s the time for change. You’ll be glad you did.