Our Financial Services

Our Services

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:

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6 Things you can do to prepare for retirement.

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

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