Financial Services

Approved Financial Planners provides you with expert financial advice that helps you to achieve your financial goals. With over 40 years’ combined experience in Perth, Approved provides you with the knowledge and strategies to build and protect your wealth. We work with you throughout each critical stage to proactively realign your goals and monitor your progress towards reaching your objectives.

Our suite of Financial Advice and Financial Planning Services include Retirement Planning Superannuation, Self Managed Superannuation, Wealth Protection, Mortgage Broking, Investment Planning, Estate Planning and Business Solutions.

Retirement Planning

Retirement means different things to different people. At Approved we understand that we need to tailor an individual retirement plan to meet your specific goals and aspirations.

Our starting point is to determine these goals and aspirations in addition to an anticipated retirement date. This might be at a certain age or time in life.

Superannuation

Superannuation is a highly tax effective vehicle to invest long term and save for retirement. It can also be a source to pay for your life insurances if your cash flow is limited.

Here at Approved, we will tailor a superannuation strategy for you that helps you to maximise tax concessions and/or government benefits to ensure you have enough when you stop working.

Self Managed Superannuation

Self-Managed Super Funds, or SMSF, are ideal for clients who wish to take more control over their retirement funds and how it’s invested. But it is highly regulated and can be confusing to set up.

At Approved, we can help you with the education and setting up of your SMSF by working together with our recommended list of administrators.

Investment Planning

There are a variety of investment avenues available, but which one will suit you? It may be property, managed funds, shares etc.

We know you may not have the time, knowledge or patience to research and determine the best way forward. That’s where we come in.

Wealth Protection

At Approved Financial Planners we take a holistic approach to your financial wellbeing and believe in protecting what you have before moving forward to assist you build your retirement savings.

Investing in insurance provides peace of mind for you and your family so that if something unexpected does occur, your financial security, lifestyle, hopes and dreams for the future are not placed in jeopardy.

Cash Management and Debt Advice

At Approved Financial Planners, we believe in taking charge of your spending and debt obligations as it is a critical step towards your financial freedom.

Our experience has shown that many families should be able to save considerably more than what they actually do.

Estate Planning

Estate Planning is not just about making a Will. Estate Planning facilitates getting the right assets, into the right hands, at the right time.

Ensuring a valued lasting legacy for your family is an emotional and complex task. Whilst we do not write or compile Wills or legal documents we can provide a referral service to trusted Legal professionals who Will ensure your assets are distributed where you want them to be, giving consideration to innovative and tax effective strategies.

Business Solutions

Approved can assist you and your business in the following key areas including;

Buy / sell insurance, Key person insurance, Business succession planning, Business valuations, Guarantor protection, Business expenses insurance