Best Financial Planning Services in Western Australia Perth

Good service great people to talk to. They make the experience easy.

Matthew was very polite and helpful in regards to the review of my super.

Have been with Future Assist for over 10 years and have always found the team, informative and well versed. They have a clear understanding of my financial status and attend meetings providing clear directives.

I highly recommend the team at Act On Wealth. The key things that we look for in a financial planner are expertise, attention to detail and tailored… Read more

advice that fits our circumstances and some of the specialised financial structures that we have. Blyth and the team tick all of these boxes - in addition, they work behind the scenes to make sure all of the administration is managed - it just happens in the background which is fantastic, but with full transparency so we can see everything that is happening with our investments. Blyth's availability is great, and he takes time to explain everything so we can have full confidence in the steps we are taking.

Very friendly, efficient and price is very reasonable, but customer support limitations for urgent issues

Johny has provided timely information leading to many profitable outcomes. thankyou Johny

Tess especially as well as everyone I spoke with were very professional to work with and made the experience a pleasure. I would highly recommend the company to anyone.

Had a great experience .Very professional, helpful, and responsive throughout the whole process. They made everything easy to understand and kept me updated at every step. Highly recommend!”

Yeral is a very friendly and helpful and easy to work with , being new to all this retirement and pension stuff, we would not hesitate to recommend him and True wealth to anyone. Yours Les Rankin

What a huge mistake it was to invest with these pirates. a 4 month investment turned into a 2 and a half year wait, only to then be told they have… Read more

gone into administration, and now from that, to full liquidation. Ponzi scheme operators and complete crooks. they have ruined the retirement plans for dozens and dozens of people that trusted them with their super and their hard earned savings.

Wife & I had a consult with Meagan and were waiting for a follow up email. We never received anything and subsequently called the helpline to advise… Read more

what had happened. Again nothing. Not sure if we didn’t qualify or what happened but some honesty why we didn’t get anything would have been the professional approach.

Our experience with Matt and the team has been excellent. Personal attention to our financial needs from a team who cares about us as individuals and the outcomes achieved for us.

Excellent service – Corinne has been so helpful with my taxes over the past few years, especially since mine have been quite complicated. Would definitely recommend her services!

Absolute horrible experience – all I have received since I joined is a $10000-$15000 loss in my super and now I’m trying to leave I’ve had nothing but problems 100% would not recommend!… RUN!….

Absolutely exceptional! – I highly recommend Ida Kalajdzic RateOne Mortgage Broker! Ida is very customer focused, has a strong technical expertise and exceptional attention… Read more

to detail. Ida achieved outstanding results both with refinancing my loan and arranging absolutely magnificent first home loan deal for a close family member. Ida ensured that all process run smoothly without stress, and kept us updated with amazingly clear communication along the way. I look forward to use Ida’s services in the coming years for periodic loan reviews!

It is discouraging to read of so many good reviews on this site but then have to accept the terrible service we have had from Invest Blue at… Read more

Cooranbong. It all started when I questioned why the monthly advisor fee had to go up 16% when the inflation rate was less than 3% at the time. Newly retired, I can't watch that sort of money leaving my account every month when all we get is an annual 'catch-up' and no communication during the year - not even answers to emails. We decided to stop using the particular advisor (and thus leave Invest Blue) and withdraw our investments from MyNorth. Since then it has been a painful process of having to remind the advisor up to 3 times to answer my emails which have contained questions and sometimes instructions. Excuses have been 'holiday breaks' or 'illness' which are fine but most professionals would set up an autoreply. Answers sometimes come at last and are short and abrupt. The latest email request has gone three weeks with several reminders from me. This time there have been no responses and not even any lame excuses. From the reviews I am sure Invest Blue is generally a good company, but PLEASE don't put yourself through the pain of going to their Cooranbong office.

First Home Buyer, Stress Free Experience – Working with Summit was a fantastic experience! The team was professional, responsive, and truly dedicated to finding the perfect home for us. They… Read more

guided us through every step with expertise and made the whole process smooth and stress-free. Highly recommend them for anyone looking to buy or sell their home!

I was promised everything from the start and it went down hill really fast. I was passed off to three or four different people after I was told they… Read more

resigned. The service declined further and it took weeks to hear back when I asked any questions or asked for advice. It took over 6 months to set up insurance and after a year and receiving our Statement of Advice, there had been no action. They were very unprofessional when setting up SMSF and held up the whole process. I am sad to say I would definately not recommend them. For us it was a massive loss of money.

Had a review done with the team. Guy and Steve were great. Looks like I’ll be in a much better position at retirement with my super. They also helped… Read more

me with some investments as well which I always wanted to get into but just never had done yet. I definitely recommend them.

Great information and analysis on stocks. Often done with good humour and honesty. If you value neutrality or a fair go at both sides of politics,… Read more

I'd avoid the Weekend Briefing. The left leaning and love for our worst ever PM is quite incredible. Alan Kohler does, after all, work for the ABC.

So important for all families! – QSA really helped me sort out my life insurance and income protection which has given me real peace of mind. Hailey was so professional and thorough,… Read more

I had no doubt that our finances were in good hands. I'd highly recommend their services to all my friends and family!

VENTAS CAPITAL NOT REPYAING MANDATE FEES! – WATCH OUT! [Name Removed] and [Name Removed], keeping the $15,000 mandate fee based on the following, only shows how desperate you both are for… Read more

income: (I wasn't surprised to see another REVIEW on here stating the same issue with mandate fees, now it's been removed)!

FACTS:

1. 07.06.24 3.20pm My email clearly stated I’m sure you respect that, with contradicting terms please accept the $15,000 on the basis both parties are happy with the final offer. 2. 07.06.24 4.40pm [Name Removed] called after receiving my email and confirmed Derek my 2IC and myself on this call that the $15,000 was based on the deal settling. (3rd attachment) 3. All our conversations were subject to the independent valuation coming in at $4m+, this was stated in every conversion we had regarding the valuation as your "offers" were based on a 4m+ valuation. (Hence [Name Removed] requested and accepted the valuation for the commercial building) 4. I never received any/final loan offers from Maxiron "The lender" to sign, besides an email on the 18.06.24 at 9.47am with [Name Removed] advising the establishment fee was reduced from 2.8% to 2.4%, 2.8% had never been tabled or advised. This tactic is purely to justify your fees. 5. 19.06.24 9.56am, [Name Removed] texted myself “Maxiron has advised the loan approval has an expiry at 5pm today. Need to know if this is an option for you. (Formal offers have a legal time frame)!

[Name Removed] and [Name Removed] accepted the $15,000 based on both parties being happy with the terms as per my email on 07.06.24 3.20pm, [Name Removed] also called immediately after and confirmed it was based on the deal settling, my 2IC of my Company Derek, was in this phone call.

Anyone who wants proof of what is stated above to prove the facts, please feel free to email me on darren@no1propertyguide.com.au and I will send through all documents to allow yourself to make an informed decision along with the screen shot of the 1 star review that has been removed.

5x Reviews on Product Review: (Now 4 reviews) 1x Review states the same issue of not repyaing fees as agreed!. (Looks like you have paid the client hence he has removed his 1 star review based on the same situation) 1x Review from [Name Removed], [Name Removed] is [Name Removed] partner.

Wonderful professional service from Melbourne accoutant – Review for One Minute Tax. I have a small business and needed help with my annual tax return. This was 6 years ago, and Julie has been helping me… Read more

ever since. My knowledge about tax matters was limited so I needed someone like Julie who understands the whole process. I am very thankful for all her help and I recommend her professional tax services without reservation.

Excellent, professional and well worth the investment for my future – Thank you to Jess Bell at Story Wealth for helping me set up my investment strategies for the future. Jess has been very patient with me when I have… Read more

asked lots of questions and spent time with me running through the different investments to ensure I have a understanding of my portfolio. I feel very safe in the hands of Story Wealth and know that at any time, I can pick up the phone and get assistance with my investments. I highly recommend Jess, Anne and the team to anyone needing to plan for the future.

Rip off – Setup a whole lot of insurances so he get a kick back each time and when asked where is all these policies financed, dont worry it is coming out of… Read more

your super, so you might have an insurance which you might not need and your super is dwindling away with your the kick back they are taking for setting up those which you do not need..A.H

Vanguard Australia – Delayed Dividend Payment I am extremely disappointed with my experience with Vanguard and Computershare regarding the payment of… Read more

dividends from my Vanguard investments in VVLU and VMIN. I invested in Vanguard ETFs VVLU and VMIN and was expecting dividend payments dated 16 July 2026. When I checked my Computershare account, I discovered that my bank details needed to be set up. I updated my bank account details on 17 July 2026, but after three weeks I am still waiting for the dividend payment. I contacted Computershare and was told that I needed to wait longer, but I was not given a clear explanation or a definite payment date. Overall, this has been a very disappointing experience with two companies that should be providing investors with a reliable and transparent dividend payment service.

Fantastic to deal with and prompt with payment. Very friendly people over the phone. I highly recommend them.

what can i say... this company charges for a very inadequate cover letter to say why you need them and at the bottom charge some astronomical fee for… Read more

nonsense rhetoric ..then you pay for the investment arm called Walker capital who then dump your hard earned money into...Mason steven investment platform. Scott ,the GM was our adviser and really it was all about him from the day we met him....Scott said " go tell your wife to put her money into a term deposit.."...WOW REALLY..... When I spoke with my brother , he was horrified and advised me at the closed the account immediately. Easier said than done. it took over three months before I could get my money out of this pathetic mob. I opened an account with Australian Super...who made more money in 8 months than the Ellerfield investment group in two and half years .....OH here is another fact about their gross incompetence...they emailed me someone else's portfolio...i admit I was envious!!!. I did advise them of this blunder. Have not heard from them since.

The worst and most expensive platform when it comes to superannuation there is. Do not put your money with them. You've been warned. Read all the comments.

Disgusting behaviour – After many years of valued advice to our parents the time sadly came that mental capacity reduced to the point that financial affairs had to be… Read more

passed on - as had been prepared for some ten years previously. For the past two years the children have been dealing with all emails, taxes, banking etc. The annual meeting with the saleswoman (name initials removed) was organised and especially in light of current market volatility (it being wuhan flu season) we had decided to look into the financial products a little more closely.

The litany of disgusting behaviour by hill ross is almost too numerous to cover adequately but I will try.

For starters there was no financial briefing, nor advice provided. There were lengthy discussions about various mental health and senior living options available. I am very firmly of the opinion that this meeting was primarily an information gathering activity on our finances and the mental health of their clients. There were no financial options available - simply very subtle but extremely firm 'suggestions' that we had to sign then and there as 'this is what your parents set up thirty years ago'. Why octogenarians with mental health issues fully and at length discussed in a near 4 hour meeting would 'have' to have all their available money in high growth funds with current extreme market volatility seemed very strange.

When we put forward cash as an alternative option we were told 'that's just gambling with your parent's money - you can't do that!'. Excuse me? Since when has cash been gambling??? I have never come across an australian financial advisor who has no faith in the $aud!

No signature was provided and further discussions were to be had with all siblings and for good measure I also contacted my accountant and provided relevant paperwork with a request he have a look as well as I had only ever seen financial products from this company so had no benchmark. He made a couple of comments, stressed he was not a financial advisor but would ask people he trusted what they thought and get back to me.

A few things struck me.

Firstly the 'advertised' fees totalled some $30k but there was no mention of any trails buried in the various products in the funds themselves. Also, this $30k spent buying the best advice possible (frequently stressed) in 'high growth' funds had managed -3% over the 2019/20 financial year. Very volatile year, sure, but the asx200 with no fees, managed -6%. Take out the hill ross fees (and the trails we don't know about) and I'd guess the asx200 beat the 'high growth' hill ross funds. As another family member said 'we are paying them $30kpa to gamble with our family money - why can't we gamble with it in cash for free, especially when they have done such a dismal job'. Fair point. My accountant could not believe that 80yo's would be 'forced' (with other options simply not provided) into high growth funds at all, let alone when the market is likely to suffer marked changes. Further, our accountant made the point that the products we were expected to 'sign up for' appeared to be in house amp financial products. After looking at the one document we did have to sign at the start of our meeting, we had to acknowledge we had already obtained independent legal and accounting advice - which was clearly impossible when we had only just been presented the document!

In short, and after lengthy discussions we made the decision to move the funds to cash. This notification was given in writing on a tuesday evening.

This is when our little hill ross saleswoman (name initials removed) really got her skates on to earn her money. Quite an impressive and illuminating performance it was as well.

Wednesday morning she contacted our parents solicitors and ascertained for herself that there was an 'out' clause in a recently updated poa we had been using for the previous couple of years. As we found out later, she informed our parents solicitor that under no circumstances were we to be notified of a meeting she had organised at our parents home the following day (thursday).

Because of concerns for general welfare as we had not been able to contact or locate my mother, I dropped in on the thursday to make sure she was ok. I found no-one home, but our lovely little saleswoman waiting in her car outside the house. It was 2:45pm and she told me she had been waiting since 1pm. We discussed the concerns I had for my mother's well being and it disturbed me she had missed an appointment as well. At this stage I had no reason to doubt the intentions of the matronly nice lady from hill ross - we had informed her in writing that we wished to move all the non pension products to cash so what was the concern? We had further discussions about our concerns for mental health and I spent about half an hour trying to locate the missing mother.

Shortly after this my mother appeared, had absolutely no idea there was any meeting organised but after a brief discussion I left. When I called my wife on the way home, she was suspicious but I was too trusting and left my mother alone - the fact there were written instructions attesting to our wishes seemed good enough to me and evening carers that prepare food and provide company for her would be arriving in an hour. Why should I be suspicious?

Despite the briefing on finances the previous week taking almost 4 hours, we later found out the meeting with my mother apparently took 20 minutes which included the hill ross saleswoman (m.A) helping herself to our mothers personal files and apparently also using our mothers pc!

I phoned the lovely hill ross saleswoman (name initials removed)the following morning (friday) to confirm the written instructions from tuesday had been complied with and to ask how my mother was as she had been missing the entire morning and was clearly a little 'vague' when I left her. To my horror I was told that mum was mentally 100%, understood everything perfectly and had elected to follow the advice of hill ross and at 82 years old stay in amp only, dismally performing, risky and extremely expensive high growth funds.

Shortly after this, my accountant called me after to speaking to advisors he had contacted and said that in short, the whole hill ross 'advice' summary 'simply stinks'. I then informed him of what had transpired that day and he was absolutely appalled.

Like many, I have been ripped off in my life, and I would consider myself an experienced/sophisticated investor. I have never seen anything like this performance by hill ross. My strong advice is no one should have any money 'invested' with them at all, but if you are over 65yo run away as fast as you can and be prepared for it to be made difficult.

If anyone has any family members who have money 'invested' with hill ross, please show them this story and very seriously look at extracting the funds as soon as possible.

This is straight jordan belfort 'wolf of wall st' stuff and especially after the banking rc I cannot believe any firm thinks this type of behaviour is acceptable.