Whether you are preparing for retirement, building long-term wealth, protecting your family, or navigating complex financial decisions, AFP helps you move forward with practical advice tailored to your life.
"Will my money actually last?"
GENERAL FINANCIAL CHECKUP
What type of investor are you? Take this 8-question quiz to find out how you're tracking toward the life you want.
8 questions · ~3 minutes
PATHWAY 1
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Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next.
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PATHWAY 1
Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next.
Whether you are planning your exit from work, restructuring your assets, or simply want to know where you stand, we provide clear, strategic advice tailored to your goals.
PATHWAY 2
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Bring structure to investing, debt, cash flow, and long-term planning without feeling overwhelmed by technical choices.
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PATHWAY 2
Bring structure to investing, debt, cash flow, and long-term planning without feeling overwhelmed by technical choices.
From superannuation strategy and investment planning to estate protection and retirement income, our advisors provide comprehensive, integrated advice for clients with significant assets.
PATHWAY 3
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Coordinate insurance, estate planning, and broader financial decisions so your plan holds together when life changes.
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PATHWAY 3
Coordinate insurance, estate planning, and broader financial decisions so your plan holds together when life changes.
With over 40 years of combined experience, our advisers are among the most trusted in Perth. We build long-term relationships, not just financial plans.
ABOUT US
Since 2005, Approved Financial Planners has helped individuals, families, and business owners in Perth take control of their finances with clear, practical, and personalised advice. We don't sell products, we build lasting relationships grounded in trust, transparency, and your best interests.
ADVICE PROCESS
STEP 01
We begin with what matters to you, where things feel uncertain, and what kind of progress you want to make.
STEP 02
Together, we'll quantify your current position and arrive at your goals and objectives.
STEP 03
We'll go to work and develop a strategy that will get you to where you want to be.
STEP 04
We'll meet to review the plan together in detail and answer any questions you have.
STEP 05
We'll implement the plan on your behalf and review progress annually.
"Daniel has been providing me with financial planning for several years and explains things in a manner that is easy to understand."
Clarity and explanation
Long-term client sentiment
"Tracey is friendly, down to earth, and we appreciate having things explained in terms we understand."
Approachable guidance
Client review theme
"We have been clients since 2018 and couldn't be happier with the service and advice over the years."
Trust and continuity
Ongoing relationship theme
