Investing
The Trusted Adviser
Closed until Monday
8:00 am - 5:00 pm
(08) 9200 3123
123 Melville Pde
Como, WA, 6152
The Trusted Adviser
Financial Planning - the way you would do it if you knew what we know.FPA Professional Practice financial planning for a fixed fee. As a comprehensive advice firm, we advise on:
* Cash flow and debt management including the use of mortgage offset accounts;
* Wealth building strategies - investment, education savings, superannuation including self-managed super and retirement planning;
* Personal insurance - life, disability, income protection and trauma cover;
* Effective tax planning to minimize income and capital gains tax;
* Estate planning incorporating a will, enduring power of attorney, testamentary trust, enduring power of guardianship and a living will.
Contact details
Brands
- AMP
- AXA
- Asteron
- Aviva
- BT Financial Group
- Macquarie
- View more (2)
Opening Hours Detail
- By Appointment (Only)
Services
- Rollovers
- Bonds
- Annuities
- Shares
- Portfolio Management
- Retirement Planning
Payment options
- BPay
- Visa
- MasterCard
- EFT
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