Good Advice, Good Value, Good People
About Approved Financial Planners

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.

Seven Step Advice Process

1

Meet with you for an obligation free consultation

2

Collect all the information we need from you

3

Help you identify your goals and current financial position

4

Consider strategies and issues, then develop and present you with written recommendations

5

Discuss these recommendations with you

6

Implement the agreed recommendations

7

Review your objectives, financial situation and needs in conjunction with our service packages

contact-button

What Our Customers Are Saying About Approved Financial Planners

  • I was very impressed by Janine’s professionalism and ethics as well as her knowledge of the field.  She was always well organised, and maintained contact, she was also available to answer any queries and always got back to me straight away.  Janine provided comprehensive information and several financial options and with her continual support I was able to select a suitable lender that met all of my requirements.  I will be recommending her to family and friends and will remain a long term client, thanks for everything Janine.

    -Charlette Barry -Teacher, Maylands

  • 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.

    -Benita Maddern, Kalamunda

  • 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.

    -Gaye Lyons -Deaf Australia Administration Officer

  • 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.

    -Rick Martin -Retired MD, Waterside Welding Fremantle

  • 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.

    -Steve Brown -Director Origi Quip, Welshpool

  • 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.

    -Sharon and Dennis Randell

  • 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.

    -Claire Dewing, Bayswater