Financial Planners Perth

Your Future. Secure.

Life can be uncertain. Our financial planners help ensure you are ready for whatever lies ahead. Get clarity for your future so you can live with confidence, now.

Take your first step to financial security and request a free consultation by completing the form below.

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Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on 08 9204 2222 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Your privacy matters to us (click to read more).

...they listened to what we wanted and seemed very knowledgeable, explaining things very clearly...

- Daryl & Pam

I will be forever immensely grateful I heeded Precept’s advice and paid those years of insurance premiums.

- Debbie

After just one hour... I felt more knowledgeable and secure than ever before.

- Cara

Your advice re insurance, income protection, trauma cover and superannuation has been of great value to us.

- Bev & Colin

We are delighted with the help and advice received by Daniel Skinner.

- Keith and Helen

Kevin was instrumental in helping us achieve our goal of repaying our mortgage and has been a caring adviser.

- Fran and Rennie

Our Financial Planning Services

We provide a range of financial services designed to help you achieve financial freedom and security.

Insurance

Investment

Superannuation

Wealth Creation

Income Protection

Mining, Oil and Gas

Get Your Free Guide

5 things you can do to prepare for retirement.

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The prospect of retirement can seem daunting. It doesn't have to be. There are a number of simple steps you can take to ensure you are prepared for retirement.

Welcome to
Precept Financial Services

Since 1986, Precept Financial planners have helped West Australians like you gain financial freedom and security. We do what we do because it changes lives - for the better. When people understand and have a plan for their financial future it gives them power, freedom and confidence. To be a part of that is incredibly rewarding.

It's not just rhetoric, the core of what we do is about changing lives. One by one if necessary. We find that so many people have lived too much of their lives under a heavy financial burden. Worrying about the financial future for themselves and their loved ones. Good, honest, hard working people, who with our guidance and direction, have been able to come out from under that burden and see a clearer future.

It's never too late to take that step towards a more secure financial future. Contact us today for a free consultation and see how we can help you.

Precept Financial Planners News

financial planning

3 Things You Need to Know Before Starting a Financial Plan

Jun 2, 2020
Can you imagine a life with no outrageous credit card debt and a growing nest egg? Oh, and of course, having enough savings to splurge on a nice vacation or ...
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How to Make an Investment Plan

Apr 30, 2020
Why invest? Investing your money is a nifty way to earn some extra passive income. It is called 'passive' because you can bring in cash though you aren't working. In ...
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Key Components of Financial Planning

Feb 17, 2020
You probably have a wide range of long- and short-term financial goals, from building an education fund to planning for retirement. This is where a financial plan can help. We ...
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Financial Planning for Property Investment

Nov 29, 2019
Financial Planning for Property Investment Property investment is vital to a wealth-building plan. Property is a common piece of investment advice. Aside from providing rental income, property offers a reasonable ...
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retirement planning

How to Choose A Financial Planner For Retirement

Oct 28, 2019
Financial Planning for Retirement Enjoy your retirement to its fullest by being financially prepared for it. Is your nest egg enough to fund your lifestyle for the next thirty or ...
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Self managed super fund

Self-Managed Super Funds

Sep 25, 2019
A Self-Managed Super Fund (SMSF) is a superannuation fund that is structured to provide benefits to the members upon retirement. This private fund is regulated by the Australian Taxation Office. ...
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Got questions? We are here to help. Speak to us about our Perth financial services today.

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