Approved Financial Planners is a licensed and accredited financial adviser company based in Perth, Western Australia. Operating since 2005, we employ a team of trusted financial advisers and mortgage brokers.
Approved Financial Planners work alongside you to discover your goals then identify and implement strategies that will help you meet those goals.
We also offer regular reviews to help you meet your goals as your circumstances change.
Research shows that people who get financial advice are happier because they feel confident in achieving their financial goals and secure that they can handle life's unexpected events.
Financial planning is not just for the wealthy – most of our clients are regular families wanting to get ahead.
The topics covered by financial advisers are broad and include providing advice on debt and mortgages, wealth creation, superannuation, SMSF, investment strategies, retirement and estate planning.
We are accredited by AMP Australia Ltd which means that you have the peace of mind that we can offer a wide range of financial products (not just from AMP) which have been assessed to the highest standards. AMP also provides support services so that we can concentrate on the part of our business that matters – providing appropriate financial advice.
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