FINANCIAL ADVICE FOR PEOPLE WHO WANT CLARITY, CONFIDENCE, AND A PLAN
Whether you are preparing for retirement, building long-term wealth, protecting your family, or navigating complex financial decisions, AFP helps you move forward with practical advice tailored to your life.
20+
years guiding Perth clients
93+
Google reviews from clients
5-Star (★★★★★)
1
clear path to your next step
AS SEEN ON
We'll address the questions keeping you up at night.
“Will my money actually last?”
“Am I making the most of my investments?”
“What will retirement actually cost?”
“Is my family taken care of if I'm not here?”
ABOUT US
Find your financial freedom.
Since 2005, Approved Financial Planners has helped individuals, families, and business owners in Perth take control of their finances with clear, practical, and personalised advice. We don't sell products, we build lasting relationships grounded in trust, transparency, and your best interests.WHO WE HELP
A simple path to clearer financial decisions.
Retiring soon
Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next. Whether you are planning your exit from work, restructuring your assets, or simply want to know where you stand, we provide clear, strategic advice tailored to your goals.
Building wealth
Bring structure to debt, cash flow and long-term planning without feeling overwhelmed by technical details. From superannuation strategy and investment planning to estate protection and retirement income, our advisers provide comprehensive, integrated advice for clients with significant assets.
Protecting family
Coordinate insurance, estate planning, and broader financial decisions so your plan holds together when life changes. With over 40 years of combined experience, our advisers are among the most trusted in Perth. We build long-term relationships, not just financial plans.
OUR SERVICES
Approved Financial Planning Services
WHAT OUR CLIENTS ARE SAYING
CLIENT STORIES
“After years of frustration with a previous adviser, Graeme and Kerry Kaplan turned to Dan Stevens for a clearer way forward. Over the years that followed, Dan's guidance helped them move from uncertainty to confidence, with practical advice, a reliable retirement plan, and a relationship built on trust.”
Graeme & Kerry Kaplan
“Daniel has assisted us in our financial strategies for over a decade. We are business owners and our circumstances have changed often over the years. With Dan's deep knowledge, professionalism and genuine care of our well-being, his advice has been invaluable. Our annual reviews have become more like catching up with a genuine trusted friend.”
Eddie and Veronica FeleppaFinancial Planning & Advice Perth
Our Financial Advisers have over 40 years of combined experience making us one of the most experienced teams in Perth.
Our process: clear steps, total clarity.
Five Step Advice Process
Start with a focused conversation
We begin with what matters to you, where things feel uncertain, and what kind of progress you want to make.
Fact find: establish goals and objectives
Together, we'll quantify your current position and arrive at your goals and objectives.
Research, analysis and strategy development
We'll go to work and develop a strategy that will get you to where you want to be.
Plan presentation
We'll meet to review the plan together in detail and answer any questions you have.
Implementation and ongoing reviews
We'll implement the plan on your behalf and review progress annually.
Speak with one of our advisers today.
Daniel Stevens
Senior Financial Adviser
Jack Webb
Financial Adviser