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Approved Financial Planners, Perth WA
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  • 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
  • Client Portal

Approved Financial Planners

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Financial Planners on Sharemarkets

Have the Sharemarkets Bottomed Out Yet?

News, Financial PlannersBy Approved Financial PlannersApril 22, 2016

At Approved Financial Planners in Perth, we have more than 40 years’ combined experience in the financial industry. We also have the full resources of our parent company, AMP Capital. One of the best resources AMP Capital has made available to us is their Chief Economist and Head of their Investment Strategy Team, Dr Shane…

Chinese Spending Habits by Financial Advisors

The Evolution of Chinese Spending Habits and How it Could Affect Investments

News, Financial PlannersBy Approved Financial PlannersApril 21, 2016

It may not seem important right now but the financial advisors in our Perth office are keeping an eye on Chinese spending habits. Change in Chinese spending habits are affecting a diverse lot of Western companies. Last year, Volkswagen, Nestle, Yum and Proctor & Gamble underperformed due to sales in China being weaker than expected.…

Financial Services - Property Returns

How Property Returns are Affected in the Chase for Yield

News, Financial PlannersBy Approved Financial PlannersApril 20, 2016

Among the many financial services we provide to clients in the Perth area is helping to diversify their portfolios. Property investment is one way to diversify. Recently Michael Kingcott, Head of Property Investment Strategy and Research for our parent company, AMP Capital, took a look at how the “chase for yield” is affecting property returns.…

Market Volatility with Financial Planners Perth

Causes, Opportunities and Outlook for Market Volatility

News, Financial PlannersBy Approved Financial PlannersApril 18, 2016

With years of experience serving the Perth market as financial planners, we have learned to look for the good in any market variation. Recently, four executives from our parent company, AMP Capital, did just that in a discussion of what recent volatility, especially in oil, the banking sector and emerging markets, could mean to investors.*…

Investment Planning in Investing in Australian Banks

Outlook for Investing in Australian Banks

News, Investment PlanningBy Approved Financial PlannersApril 15, 2016

We have been providing investment planning services to clients in the Perth area since 2005 and have more than 40 years’ combined experience in the financial industry. We are now affiliated with AMP Capital, who provide us with even more resources to help us help you. Recently, on the AMP Capital blog, Investment Director Jeff…

Self Managed Superannuation Fund Suite with Core Infrastructure Fund

AMP Capital Expands SMSF Suite with Core Infrastructure Fund

News, Superannuation FundBy Approved Financial PlannersApril 13, 2016

If you are one of our self managed superannuation fund (SMSF) clients in the Perth area, you may be interested in this news. Our parent company, AMP Capital, has just added its Core Infrastructure Fund to their SMSF suite due to a growing number of SMSF trustees expressing interest in the class of infrastructure assets.*…

Financial Planners Discuss Bear Market

The “Bear” Facts about Bear Markets

News, Financial PlannersBy Approved Financial PlannersApril 8, 2016

Perth financial planners are responsible for helping their clients navigate the markets during good times and bad times. At Approved Financial Planners, we have a great resource that helps us do just that. His name is Dr Shane Oliver. He is not only the Chief Economist for our parent company AMP Capital; he is also…

Financial Advice Providers Annouces Property Leadership Team Expands

Property Leadership Team Prepares for Expanded Role at AMP Capital

News, Financial PlannersBy Approved Financial PlannersMarch 18, 2016

When we provide financial advice to our clients in the Perth area, we use every resource we have at our disposal. One of our best resources is the property leadership team of our parent company, AMP Capital. Recently, AMP Capital announced that they are expanding their property leadership team. Luke Briscoe has been appointed as…

Perth Financial Planners Discuss 2016 Real Estate Outlook

Outlook for Real Estate Assets in 2016

News, Financial PlannersBy Approved Financial PlannersMarch 17, 2016

Perth financial planners who recommend real estate as a way to diversify portfolios are on the right track if a recent AMP Capital blog entry is any indication. The blog post being referenced is called, “Strength in real assets to continue – 2016 outlook.” The article had contributions from AMP Capital’s Heads of Infrastructure Equity,…

Financial Services Provider Discuss Failling Oil Prices

What Falling Oil Prices Could Mean to Your Investments

News, Financial PlannersBy Approved Financial PlannersMarch 15, 2016

We provide a full menu of financial services in Perth. While we can only provide specific information and recommendations during an individual consult, we do have access to a lot of information we can pass on to consumers. We came across some information we think is relevant to a lot of Perth households: the effects…

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WHAT OUR CLIENTS ARE SAYING

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Paul Wedd 5 days 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 1 month 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 2 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 2 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 3 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 4 months ago
Tracey has been a honest and helpful advisor who has her clients interest at heart.
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Karlee Palmer 5 months ago
Tracey and the team at Approved have been a great help.. very helpful and supportive
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Anne-Audrey LATSCHA 5 months 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 5 months 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 5 months 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 5 months 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 5 months 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 5 months 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 7 months 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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Juan Ceballos 7 months ago
We are happy with their service and their advice. We followed their recommendations and we now have achieved our goals in the short term. We recommend them.
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Shannon Bedford 7 months ago
Daniel has been providing me with Financial Planning for several years now. My financial literacy is pretty poor so it's great to work with someone who explains things in a manner that is easy to understand. I'm a visual person, so I like that he is able to plug figures into charts and quickly show me the outcomes of various scenarios. Daniel is gives great advice, is realistic about my goals and is also an easy person to talk to.
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Erwin Norbert Babooram 7 months ago
We have been clients of Approved Financial Planners since 2018, and we couldn’t be happier with the service they’ve provided over the years. Daniel Stevens has been an exceptional adviser, making us feel like so much more than just clients. His advice has been instrumental in our financial growth, helping us stay focused on achievable goals while always keeping our best interests at heart.

One of the highlights of working with Daniel is the annual catch-up—he takes the time to truly understand where we are in our financial journey and provides tailored advice to keep us on track. It’s clear how much he genuinely cares about helping us reach our goals.

Having worked with Approved Financial Planners for years, we can confidently say their expertise and dedication have made a significant difference in our lives. We highly recommend them to anyone looking for professional, personalised financial advice.
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Rheon Plug 8 months ago
I have recently had my Annual Review with Tracey.
Tracey has been very helpful and supportive with my long and short term financial goals.
She is very professional and friendly and comes with a lot of super helpful knowledge and information.
I'm very excited to see what can be achieved long term with Tracey and team!

Thanks again to the team at Approved Financial Planners.
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Beverly Blight 8 months ago
A relaxing experience for such a burdening issue. Tracey and her team have welcomed us to her flock with an attitude rarely seen these days, 'anything is possible'. Thankyou for making our finances seem 'too easy'. We will recommend this Company to all that need financial help.
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Raylene Watson 8 months ago
We have been with Approved Financial Planners for a few years now, after being referred by a family member.
We have found the staff to be attentive, knowledgeable and approachable at all times.
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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

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Approved Financial Planners
7/437 Cambridge St,
Floreat, WA, 6014

PO Box 222, WEMBLEY,
WA, 6913

Phone: 08 6462 0888

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

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