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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 Planning Perth For Financial Stress

Is Financial Planning the Solution to Financial Stress?

Financial Planners, NewsBy Approved Financial PlannersNovember 19, 2015

According to a recent survey by the Australian Psychological Society, financial stress was the leading cause of stress among Australians in 2014. Approved Financial Planners in Perth is aware of how financial stress can affect families and we are here to help you alleviate that stress.* By the Numbers Stress can not only affect your…

Age Pension During Retirement

Do You Want to Rely on Age Pension?

News, Retirement PlanningBy Approved Financial PlannersNovember 17, 2015

Age pension still exists to help those who need it, but the retirement planning professionals in our Perth office are dedicated to helping you secure a future in which you don’t have to rely on age pension. Our Approach The earlier one begins investing, the more money then can amass for their future. Sound investments…

Mortgage Broking and Financial Planning in Perth

Where do You Put Your Extra Money: Your Super or Your Mortgage?

Mortgage Broking, NewsBy Approved Financial PlannersNovember 3, 2015

Because we offer both mortgage broking and financial planning to our Perth area clientele, we are in a unique position to answer a question that a lot of people have: is it better to put your extra money in your super or your mortgage? Recently, this issue was discussed on news.com.au in an article called,…

Retirement Planning With Financial Advisors Perth

3 Crucial Retirement Decisions

News, Retirement PlanningBy Approved Financial PlannersOctober 30, 2015

If you are planning your retirement, a retirement planning professional can be a valuable ally. We have been a trusted name in Perth since 2005 and our financial advisors have more than 40 years combined experience in the industry. While we aren’t allowed to provide anything constituting individual financial advice in this blog, we would…

Standrads in Investment Property Home Loans

Loans Harder to Come By for Property Investors

Financial Planners, NewsBy Approved Financial PlannersOctober 28, 2015

Financial advisors in Perth and across Australia are working even harder lately, thanks to the Australian Prudential Regulation Authority (APRA). In December 2014, the APRA announced that measures would be implemented to decrease the ratio of investment property home loans to owner-occupier home loans. * The response for many lenders has been to make the…

Emergency Buffer Fund - Financial Planners Perth

How Large is Your Emergency Buffer Fund?

Financial Planners, News, Wealth ProtectionBy Approved Financial PlannersOctober 26, 2015

We have provided financial planning for a lot of your Perth neighbours; our financial planners have more than 40 years’ combined experience. When we are getting to know your financial situation, we like to find out what your assets and liabilities are so we can devise a way to get you to where you want…

Handling a Volatile Investment Market

Tips for Handling a Volatile Investment Market

Financial Planners, Investment PlanningBy Approved Financial PlannersOctober 23, 2015

Financial advisors, in Perth and across the world, are expected to make sense of what can sometimes be a volatile market for investors. At Approved Financial Planners, we have been a trusted name in the Perth market since 2005. We are now backed by parent company AMP Capital, giving us even more resources and information…

Real Estate Investment Trusts Popular In Perth

Why Real Estate Investment Trusts are So Popular

Mortgage Broking, NewsBy Approved Financial PlannersOctober 21, 2015

Some financial planning professionals in Perth are recommending real estate trusts as an investment vehicle. Recently, the Head of Listed Real Estate for AMP Capital, Mark Ferguson, wrote an article for the AMP Capital blog, called “Australian real estate investment trusts—the right time to invest?”* The article referenced the fact that Australian Real Estate Investment…

Teach Children To Save - Financial Planning Perth

Teaching Children a Lifetime of Good Financial Habits

Financial Planners, NewsBy Approved Financial PlannersOctober 19, 2015

Any Perth financial planner can tell you that it’s never too early to start saving money, but we are serious about it. We believe that children should be taught good financial habits as early as possible. MoneySmart, the website of the Australian Securities & Investments Commission (ASIC), agrees with us. Recently, we spent some time…

Start Protecting Your Hard-Earned Money

Is it Time to Start Protecting Your Hard-Earned Money?

News, Wealth ProtectionBy Approved Financial PlannersOctober 14, 2015

Wealth protection is an important component for those planning their financial futures. We have helped many Perth residents do just that since 2005. When helping our clients save and produce income for their retirements, we see protecting that money as equally important. So do our friends at the Financial Planning Association of Australia (FPA), who…

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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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