At Approved Financial Planners we aim to transform the complex world of financial management into simple plain English solutions.
Working closely with Approved Financial Planners is like having a personal coach for your money. We help you protect and get more out of the money you have, so you can “Own your tomorrow” today.
Our Financial Advisors have over 80 years of combined experience making us one of the most experienced teams in Perth.
Contact Approved today and let us help you achieve your financial goals.
Meet with you for an obligation free consultation
Collect all the information we need from you
Help you identify your goals and current financial position
Consider strategies and issues, then develop and present you with written recommendations
Discuss these recommendations with you
Implement the agreed recommendations
Review your objectives, financial situation and needs in conjunction with our service packages
Tony Hawkins has been my AMP Planner for some 20 years. I have found him always to be caring, friendly, efficient, and honest. There have been times when his help has been beyond the call of duty and I have long considered it my good fortune that our paths crossed.
One of the most important issues for me is Superannuation, and I was so glad that Tony Hawkins came into my life about 20 years ago to teach us the importance of saving for our retirement. Tony was able to explain the quite complex difficulties of superannuation and savings in simple plain English & Auslan (Sign Language). I am now about to retire comfortably which is due to Tony’s careful planning of my funds and his ability to convey his excellent knowledge and wisdom regarding my Superannuation.
As my Financial Planner, David advised me on my superannuation and as I approached retirement, he put a strategy in place which has saved me tax and provided considerable additional funds in retirement. David continues to look after my funds and he is never too busy to meet or chat on the phone.
I have found my Approved advisor Dan Stevens to be good to deal with, easy to get along with and has always done the right thing for myself and my family. My son is now a client and I am satisfied that he is in good hands.
If it weren’t for Sean and the team from Approved, we wouldn’t be in our new house today. They helped us gather a deposit using one of our supers and got the loan through for us. Where others had told us it couldn’t happen, Sean and the team proved it could. They had everything signed, sealed & delivered in under six weeks and with very little effort on our part. An amazing team, we are very grateful for.
While recently implementing changes to my superannuation, Daniel was very capable and professional in his approach. Combined with a relaxed and friendly nature, the customer experience at approved is one I would definitely recommend.
Approved Financial Planners Pty Ltd ABN: 52 116 910 528, trading as Approved Financial Planners is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.
What you need to know.
Any advice contained in this Page is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
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