FINANCIAL ADVICE FOR PEOPLE WHO WANT CLARITY, CONFIDENCE, AND A PLAN.

 

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.

Book your introductory call

20+

years guiding Perth clients

87+

Google reviews from clients
5-Star (★★★★★)

1

clear path to your next step

We'll address the questions keeping you

up at night.

"Will my money actually last?"

"Am I making the most of my investments?"
"What will retirement actually cost?"
"Is my family taken care of if I'm not here?"

GENERAL FINANCIAL CHECKUP

What's your retirement readiness score?

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

  •    Clarify how prepared you really are
  •    Spot blind spots before they cost you
  •    Get a personalised result in your inbox

Who we help: a simple path to clearer

financial decisions.


PATHWAY 1


→

Retiring soon

Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next.


More....

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PATHWAY 1

Retiring soon

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


→

Building wealth

Bring structure to investing, debt, cash flow, and long-term planning without feeling overwhelmed by technical choices.


More....

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PATHWAY 2

Building wealth

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


→

Protecting family or business

Coordinate insurance, estate planning, and broader financial decisions so your plan holds together when life changes.


More....

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PATHWAY 3

Protecting family or business

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

Find your financial freedom.

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.

★★★★★

Daniel has assisted us in our financial strategies for over a decade. With Dan's deep knowledge, professionalism and genuine care, his advice has been invaluable.

Eddie & Veronica Feleppa


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★★★★★

After years of frustration with a previous adviser, Dan's guidance helped us move from uncertainty to confidence, with practical advice and a reliable retirement plan.

Graeme & Kerry Kaplan


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What our clients say.


"Dan's guidance helped us move from uncertainty to confidence, with practical advice and a reliable retirement plan."


— Graeme Kaplan

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Graeme Kaplan

After years of frustration with a previous adviser, Dan's guidance helped us move from uncertainty to confidence, with practical advice and a reliable retirement plan.

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"The advice was clear, practical and gave us confidence about our financial future."


— Sarah Thompson

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Sarah Thompson

Working with Dan completely changed how we think about retirement planning.
Every step was explained clearly and we finally feel prepared for the future.

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"We now have a strategy we understand and trust, which has reduced a lot of stress."


— Michael & Emma Roberts

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Michael & Emma Roberts

We wanted professional guidance on retirement and investment planning.
Dan helped us create a roadmap that is easy to follow and gives us confidence.

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ADVICE PROCESS

Our process — clear steps, total clarity.

Advice process

A transparent process replaces uncertainty with structure.

Lower anxiety, make the first meeting feel safer, and help you understand exactly how your plan comes together.

STEP 01

Start with a focused conversation

We begin with what matters to you, where things feel uncertain, and what kind of progress you want to make.

STEP 02

Fact find — Establish goals and objectives

Together, we'll quantify your current position and arrive at your goals and objectives.

STEP 03

Research, analysis and strategy development

We'll go to work and develop a strategy that will get you to where you want to be.

STEP 04

Plan presentation

We'll meet to review the plan together in detail and answer any questions you have.

STEP 05

Implementation and ongoing reviews

We'll implement the plan on your behalf and review progress annually.

Speak with one of our advisers today.

Daniel Stevens

Senior Financial Adviser

Smiling man in a suit outdoors.

Jack Webb

Financial Adviser

Call (08) 6462 0888

★★★★★

"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

Get a practical guide for people who want clarity before speaking with an adviser.

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