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Financial Planning & Advice Perth

Contact Approve Now

Build Your Lifestyle

  • Cash Management and Debt Advice
  • Planning for your retirement
  • Making the most of your Superannuation
  • Is Self-Managed Superannuation right for you?
  • Mortgage Broking
  • Investment Planning and Portfolio Construction
  • Business Solutions

Protect Your Lifestyle

  • Wealth Protection
  • Income Protection Insurance
  • Total and Permanent Disability Insurance
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  • Trauma Insurance
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  • Estate Planning
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 40 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

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What Our Customers Are Saying About Approved Financial Planners

  • Andrew helped me with my first mortgage and then again when it was time to refinance. He has made the process quick and easy both times. He has advised me on the best options for me and gotten great rates. Will be in touch again when I’m due to refinance.

    -Donna
  • 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.

    -James & Sue, Jane Brook WA
  • Andrew has an excellent understanding of mortgage lending and the products available. He constantly kept me updated through the process and would no hesitation using his services again.

    -Jayden, Jane Brook WA
  • Great dealing with Andrew, he’s very knowledgeable and easy work with and that’s why he’s been out broker for many years including 2 homes.

    -Ben & Cherie, Leeming WA
  • 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
  • While recently implementing changes to my financial planning, 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

Approved Financial Planners

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.

General Advice Warning

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.

Straight from our blog

Date: 2020/06/22

Customer Survey from David Burnell

1. Overall, how satisfied were you with my services? Excellent 2. On a scale of 1 to 5 (1 being very poor, 5 being exceptional), how would you rank your overall experience with me? 5 3. What elements of the service I provided most impressed you? Great communicator who explained each step of the process […]

Date: 2017/09/07

10 Ways to Reduce Mortgage Repayments

As mortgage brokers, one of the most common questions we are asked is: “How can I reduce mortgage payments?“ So we sat down and distilled what we do into this guide, “10 ways to reduce mortgage repayments“. Your mortgage consists of: principal – the amount you borrowed to buy your home interest – the amount […]

Date: 2017/08/17

Superannuation Statements – What to Check

Last financial year’s superannuation statements are hitting your mail boxes over the last week. It is important that you check your details are correct. The type of information you should be checking: What is your balance. Is the balance trending upwards over time – remember the Centrelink aged pension will probably not provide enough for […]

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