Skip to content
Approved Financial Planners, Perth WA
Approved Financial Planners, Perth WAApproved Financial Planners, Perth WA
  • Home
  • About
    • About us
    • The Value of Advice
    • Philosophy
    • The Team
    • Our Clients
    • Testimonials
    • News
  • Services
    • Overview
    • Retirement Planning
    • Superannuation
    • Self Managed Superannuation
    • Investment Planning
    • Wealth Protection
    • Estate Planning
    • Business Solutions
  • Process
  • How can we help
    • Life Stages
    • Retirees
    • Young Families
    • Mature Families
    • Empty Nesters
    • Young Adults
    • Ongoing Service
  • Contacts
    • Contact Us
    • What to bring to the meeting
    • Careers
  • Home
  • About
    • About us
    • The Value of Advice
    • Philosophy
    • The Team
    • Our Clients
    • Testimonials
    • News
  • Services
    • Overview
    • Retirement Planning
    • Superannuation
    • Self Managed Superannuation
    • Investment Planning
    • Wealth Protection
    • Estate Planning
    • Business Solutions
  • Process
  • How can we help
    • Life Stages
    • Retirees
    • Young Families
    • Mature Families
    • Empty Nesters
    • Young Adults
    • Ongoing Service
  • Contacts
    • Contact Us
    • What to bring to the meeting
    • Careers

April 13, 2023

You are here:
  1. Home
  2. 2023
  3. April
  4. 13

What Is The Most Serious Financial Risk Retirees Face?

What Is The Most Serious Financial Risk Retirees Face?

Retirement PlanningBy Approved Financial PlannersApril 13, 2023

Retiring involves several risks that are unique to this period of your life. As a retiree, consider all risks when planning for this momentous stage. The risk factors during retirement are not limited to an economic standpoint alone. You must also be mindful of the health risks you face, and have your affairs in order…

What Is The Biggest Expense For Retirees?

What Is The Biggest Expense For Retirees?

Retirement PlanningBy Approved Financial PlannersApril 13, 2023

Leading up to retirement, you can’t help but wonder what is the biggest expense for retirees. When you retire, you would expect your expenditures to drastically decrease, in fact, that is the general consensus on what should happen. You may cut some work-related costs such as clothing and transportation. However, this is not necessarily a…

What Is A Good Monthly Retirement Income?

What Is A Good Monthly Retirement Income?

Retirement PlanningBy Approved Financial PlannersApril 13, 2023

You are entering the next chapter of your life and retiring and you’re asking yourself the question, what is a good monthly retirement income? It’s your goal to ensure that you will get to live comfortably and you will get to sustain the lifestyle that you desire. Many factors may affect it, but your first…

How Much Do I Need To Retire In Australia?

How Much Do I Need To Retire In Australia?

Retirement PlanningBy Approved Financial PlannersApril 13, 2023

If you’re asking yourself the question, how much do I need to retire in Australia, then this article is for you. Taking proactive steps will enable you to rest assured that you can afford a comfortable retirement. It is beneficial to weigh up how much you need to retire comfortably against your expectations of the…

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.

Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

OUR SERVICES
CONTACT US

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Approved Financial Planners Pty Ltd (ABN 52 116 910 528), holds an Australian Financial Services Licence (AFSL 536864).

Copyright © 2021 - Approved Financial Planners | Privacy Policy | Terms & Conditions | View our FSG

Website by Slinky Web Design

Go to Top