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

November 2025

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  3. November

Financial Planning

Is Financial Planning a Necessary Consideration for the Empty Nesters

NewsBy Approved Financial PlannersNovember 24, 2025

As the last child leaves home, a profound shift occurs in the lives of Australian parents. The "empty nest" phase, often viewed as an emotional milestone, is equally a significant financial inflection point that warrants financial planning consideration. With reduced household expenses, newfound freedom, and a clearer view of retirement on the horizon, this period…

Total and Permanent Disability Insurance

What is Total and Permanent Disability Insurance and How Does it Work

NewsBy Approved Financial PlannersNovember 17, 2025

As a financial advisor in Australia, one of the most critical conversations I have with clients revolves around protecting their most valuable asset: their ability to earn an income. While many Australians understand the need for home and car insurance, the concept of insuring one's future earning capacity against a catastrophic event is often overlooked.…

Get Ahead Financially

3 Strategies Millennials and Gen Z can Use to Get Ahead Financially

Financial Planners, NewsBy Approved Financial PlannersNovember 1, 2025

Get Ahead Financially means starting to plan your finances early — in your 20s or 30s rather than waiting until mid-life — is more than “nice to have”: it can meaningfully change your retirement lifestyle, reduce stress, and avoid mistakes that accumulate high costs. The earlier you act, the more years of compound returns you…

WHAT OUR CLIENTS ARE SAYING

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vinod rupalia 3 days ago
Our annual review with Dan and the team was very useful and considered in terms of the objective of financial planning. Allowing us to understand and make important decisions. Great to catch up. Tim and Steph
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Eddie Parisi 1 week ago
I'm very happy with the way things are going and Tracey is very supportive and informative
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Robert Dale 2 weeks ago
It was great to meet Tracey, she came across as genuine and wanting the best for my financial future with advice that made sense.
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Julie Jackson 3 months ago
Thanks Tracey for your knowledgable advice and keeping us on the right track through our retirement. You answered our questions beautifully and put us at ease. We can confidently recommend Approved Financial Planners to our friends in the knowledge they will give honest and professional advice.
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Alfredo Quispe 3 months ago
Tracey and Kim have been incredibly helpful from start to finish. They guided me and my wife through setting up our life insurance with the right benefits, helped tidy up a few loose ends in our overall finances, and gave us the clear information we needed to confidently move forward with a property investment. Professional, supportive, and genuinely focused on our best interests — highly recommended.
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Bruce Blee 7 months ago
Thanks once again Tracy for providing me with options and information relevant to my portfolio .
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Paul Wedd 8 months ago
My meeting with Daniel was very positive as we discussed a range of issues in relation to my superannuation and my financial and personal health which were pertinent to me. Also looked at what if cash flow scenarios in regard to bookkeeping opportunities and creating a new super fund if matters come to pass. Also the coffee and biscuits were great.
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Nicky T 9 months ago
Dan genuinely cares about my personal circumstances and supports my finacial goals as an individual with specific needs.
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Richard Gordon 10 months ago
The team at Approved Financial Planners has been amazing in supporting and guiding us through the development of a financial plan for our future. From the beginning, they took the time to truly understand our goals and objectives, making us feel heard and valued.

What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.

We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.
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Steve Giaquinto 10 months ago
I have been with Approved Financial Planners for a long time now. Great Advice and service. Tracey has a wealth of knowledge and has helped me achieve my financial goals with ease.
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David Russell 11 months ago
On March 6 both Cindy and I had our annual financial review with Approved Financial Planners in Floreat WA. Our financial planner is Tracey Corbett and this is our second year where Tracey has been our planner and her advice has been very informative and is explained in such a way that both Cindy and I can understand. All sections of both our financial plans were presented and explained in lay-man terms.

We are both looking forward to seeing Tracey next year for our next review.
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Robert Dale 11 months ago
Tracey has been a honest and helpful advisor who has her clients interest at heart.
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Karlee Palmer 1 year ago
Tracey and the team at Approved have been a great help.. very helpful and supportive
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Anne-Audrey LATSCHA 1 year ago
I am extremely satisfied with the services provided by Tracey at Approved Financial Planners. I appreciate the attention to details, the follow up, the prompt responses, the patience in assessing and explaining options. I also appreciate the attention to customer also provided by the rest of the team. Highly recommended !
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Ken Miller 1 year ago
Just completed another annual review with Dan at Approved Financial Planners. It is so nice to see such positive and pleasing results as presented by Dan and to know our financial planning is in good hands. Ongoing planning and advice from Dan is always welcoming and if Dan is not available, we have found Christa the office manager always willing and able to assist and deal with any queries we may have. So, needing a financial adviser then contact Dan and his team at Approved Financial Planners

Ken and Anne Miller
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tim palmer 1 year ago
Thanks Dan and Staff for the annual review. The forecasting for retirement and the software used was very illustrative and useful to understand. Growth in funds and super has been robust in the last 12 months and advice for the next 12 months taken on board. Look fwd to making a few tweaks to the portfolio once the report is completed.
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Maureen Campbell 1 year ago
I've been working with Dan for over 10 years & I have been consistently impressed with his level of professionalism and expertise.
He offers a comprehensive yearly review of my investment portfolio, pension balance, cash flow & estate planning. Dan stays up to date with current trends in finance which gives me confidence that my financial plan is aligned with current best practices.
I appreciate his strategies to maximise my superannuation, ensuring I'm on track for the future.
I also want to mention the support from his team, they are friendly & professional.
I highly recommend Dan.
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John Twigg 1 year ago
Hi People - just a quick note letting everyone know that AFP have been nothing but totally professional with my business over the past few years. Tracey has been my latest advisor and I have nothing but praise for her friendliness, approachability and advice covering everything from the value of second-hand cars to having my will updated.
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Bev Philpott 1 year ago
Tracey is our new planner. We find her to be friendly and very down to earth. We appreciate having things explained in terms we understand. We hope to have a long relationship with her in her role as our financial planner.
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Cheryl Pooley 1 year ago
Attended a meeting with Tracey Corbett to review financial situation. Meeting went well, Tracey is always very helpful and would recommend Approved Financial Planners to anyone seeking financial advice.
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