The latest from our Facebook page
The latest from our Instagram page
Two of our Perth team members, Ryan and Ciara, taking the Filipino team out for a well-deserved…. albeit a little delayed…. EOFY celebration together. ๐พ ๐ฅณ๐ฅ
@thepigandpalm
#EOFY
#precisionandperformance
#vbpconference2025
Day 1 of the VBP conference โ
๏ธ
It was great to catch up with the team in person โบ๏ธ
#vbpconference2025 #precisionandperformance
#PreceptFinancialServices
Last Friday, our social team organised an amazing afternoon of gin tasting and laughter at Spirit of Little Things Gin in Subiaco. ๐ธ
โจ It was a fantastic way to unwind and bond with colleagues, enjoying delicious gin and sharing lots of laughs.
Cheers to great times and even better company!
#GinTasting #TeamBonding #LittleThingsGin #Subiaco #FridayFun
๐ค Event Recap: A Night with Brian Parker
We were proud to host a sold-out client seminar featuring Brian Parker, Chief Economist at Australian Retirement Trust, in partnership with Precept Financial Services.
The event was a tremendous successโtickets were snapped up within days, and the room was buzzing with energy. Brian delivered powerful insights into the economic landscape, sparking thoughtful conversations and real value for our clients.
A huge thank you to everyone who attended and helped make the evening so memorable. Weโre already looking forward to the next one!
#PreceptFinancialServices #ClientEvent #BrianParker #AustralianRetirementTrust #FinancialAdvice #EconomicInsights #perthevents
๐ย Exciting News at Precept Financial Services!ย ๐
We are thrilled to welcomeย Maryam Vaghย as our newย Head of Operations! ๐
Maryam brings with her over 20 years of experience and a deep understanding of the intricacies of the financial advice sector.
She is passionate about digital transformation initiatives aimed at enhancing operational efficiencies, providing mentorship, advice coaching, and elevating quality assurance standards.
For Maryam, joining Precept Financial Services feels like the right blend of purpose, people, and passion.
Outside of work, you`ll find her at the beach, keeping fit, or spending quality time with family and friends. Sheโs also pursuing postgraduate studies to become a high school HASS teacher (her retirement plan!), with the intention of someday helping our youth build strong financial literacy skills.
Please join us in giving Maryam a warm welcome to the Precept Financial Services family! ๐
#Welcome #NewTeamMember #HeadOfOperations #FinancialServices #DigitalTransformation #Mentorship #QualityAssurance #TeamPrecept
We had our quarterly social event on Friday, 21st March at the beautiful Wembley Golf Course! ๐๏ธโโ๏ธ๐ณ It was a fantastic day filled with fun, networking, and great company. We enjoyed unwinding and connecting with colleagues in a relaxed setting. Thank you to everyone who joined us! โณ๏ธโจ
#SocialEvent #Networking #GolfDay #TeamBuilding
๐ **Celebrating a Successful Claim!** ๐
This week, we had the pleasure of assisting one of our clients with a successful personal insurance claim. It`s moments like these that highlight the importance of having a solid protection plan in place.
If you haven`t reviewed your insurance coverage recently, now is the perfect time to do so. Let`s make sure you have the protection you need.
#insurance #financialadviser #perth #disability
๐ Customer Review Highlight ๐
"Paul is fantastic. He covers all my financial needs and is very friendly and easy to deal with."
Thank you for your kind words! We`re thrilled to hear about your positive experience. ๐ If you need any financial assistance, don`t hesitate to reach out to Paul!
#CustomerReview #FinancialServices #HappyClient
๐ Client Testimonial Spotlight! ๐
We are thrilled to share this wonderful feedback from one of our valued clients:
๐Shoutout to Ryan Erasmus ๐
"Ryan is always well-prepared and constantly exploring new avenues for our future and retirement. His approachability, courtesy, and professionalism are unmatched. 10/10"
๐ฌ Your Experience Matters ๐ฌ We love hearing from our clients! Your stories inspire us to continue delivering exceptional service. If you have a testimonial to share, please let us know. Your feedback helps us grow and serve you better.
#financialadviser #financialplanning #retirement #clientfeedback
๐ Client Testimonial Spotlight! ๐
We are thrilled to share this wonderful feedback from one of our valued clients:
Well done, Greg ๐
๐ฌ Your Experience Matters ๐ฌ We love hearing from our clients! Your stories inspire us to continue delivering exceptional service. If you have a testimonial to share, please let us know. Your feedback helps us grow and serve you better.
๐ข We Have Moved! ๐ข
We are excited to share the news that Precept Financial Services has officially moved to a new office! After 16 wonderful years at 30 Hasler Road, we are thrilled to start this new chapter in a fresh, modern space that will better serve our clients and team.
Our new office is located at Garden Office Park, Building C, Level 1, 355 Scarborough Beach Road, Osborne Park.
This new space is designed to enhance our ability to provide exceptional financial services and create an even better environment for collaboration and growth. We can`t wait to welcome you to our new location and continue our journey together.
Thank you for your continued support!
๐Client Testimonial ๐
We are thrilled to receive such positive feedback from our clients!
Thank you for trusting us with your financial journey!
#clientfeedback #financialadvice #trustedadviser #happyclients
