Our Services

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At the beginning of 2010 David Shaw, together with Punch Flemmer formed Precept Financial Services with the objective of providing high quality service and advice.

Since then Precept has steadily grown to over 20 advisers, 11 of whom are spread throughout the Perth metropolitan area and as far afield as Esperance and Kalgoorlie Boulder.

With their main office based in Osborne Park, Precept offers their clients direction with financial strategies based on sound principles, or 'precepts' for wealth protection and creation.

Precept's services include:

  • Life insurance
  • Income protection
  • Trauma protection
  • Buy/Sell Insurance
  • Key Person Insurance
  • Loan Protection
  • Estate Planning
  • Superannuation – Corporate & Personal
  • SMSFs
  • Direct Shares & Managed Shares
  • Tax minimisation strategies
  • Gearing Strategies
  • Retirement Planning
  • Income Strategies