Financial Advisers Perth

About Us

It’s common to put off making investment and financial planning decisions. But it’s important to take control.

At Approved Financial Planners we help our clients to take control, make the right choices and Find Their Financial Freedom.

Everything our financial advisers do is designed to challenge the traditional. With an efficient, professional and most of all simple approach to financial planning, we provide a better financial planning solution.

Our Financial Advisers

OUR SERVICES

Approved Financial Planning Services
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Retirement Planning

Our financial advisers can provide expert advice on retirement planning.

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Superannuation

Superannuation is a highly tax effective vehicle to invest long term and save for retirement. Your Approved Financial Advisor can help you with all aspects of superannuation.

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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. Talk to your Approved Financial Advisor today about a SMSF.

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Investment Planning

There are a variety of investment avenues available, but which one will suit you? Our experienced financial advisers can help you with these important decisions.

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Wealth Protection

Our financial advisers 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.

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Cash Management & Debt Advice

Our financial advisers believe in their clients taking charge of their spending and debt obligations as it is a critical step towards your financial freedom.

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Estate Planning

Estate Planning is not just about making a Will. Our Approved Financial Advisers are highly experienced in the estate planning processes.

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Business Solutions

Your Approved financial advisor can assist you and your business in key areas of your business financial planning.

Talk to a financial advisor today

WHAT OUR CLIENTS ARE SAYING

M.K.

I enlisted the help of Approved Financial Planners when I found myself in a tricky situation. From the very first phone call I felt understood and supported.

Ronny Salomon has guided me gently through a complicated process, always with clear explanations and a readiness to lighten my load.

I remember the feeling of relief when I knew that Ronny had my best interests as heart, that she’d addressed my situation perfectly and that I could fully trust her with my future.

I’m also very grateful for the friendly and helpful team at Approved. Jen and Kim encouraged and welcomed my questions and patiently assisted me when required. I appreciate their kindness.

I feel very happy, and safe in the knowledge that my future is in good hands. I couldn’t recommend them more highly.

Harley Barron – Perth WA

Have been a client of Approved Financial Planners for 12 months and have been happy with the service provided. Items I wanted addressed were identifed, dealt with and communicated effectively.

Casey Wroth – Perth WA

Dan and the team at Approved have looking after my Super and Insurances for a number of years. Dan has been very helpful explaining what I need going forward and helping me get there. Recommend Approved Financial Planners.

Andrew McBain – Perth WA

I highly recommend Approved FP and in particular Dan Stevens. The service has been excellent both from Dan and his support staff and the costs have been competitive. Importantly I feel I have someone working in my best long term interests.

Tracey McBain – Perth WA

Professional, friendly and knowledgeable service, Dan worked with us to find an outcome that worked well for what we wanted to achieve – highly recommend.

Mick & Sam Wilson – Perth WA

Very professional team of people that organised all our insurances, loans and superannuation.

Steve Bolger – Perth WA

Daniel and his team have been of great assistance in managing my investments.

They demonstrate great up to date research and are quick to advise and promote change to suit my circumstances. They are readily contactable and no request seems too difficult.

Highly recommend their services and I rest easy comfortable with their efforts

Ed Still – Perth WA

Excellent service. They handle the income stream updates directly with Centrelink and if I have a query they respond quite quickly.

Jayden, Jane Brook – Perth WA

Andrew provided a first class service. He made the process of refinancing our home loan so easy. He listened to our requirements and found us the ideal product. He liaised with our existing bank and settlement was hassle free. I would definitely recommend Andrew to our friends and family.

OUR PROCESS

Seven Step Advice Process