Andep (Analysis with Independence) is an award-winning financial planner in Perth who could assist with your financial goals. Since 1982, they’ve served thousands of clients who can vouch for their thorough guidance.

We feel customers can anticipate conflict-free advice because they’re independent financial planners. They don’t have connections to any banks or other product providers.

Although, we think that they may lack the flexibility and other unique offers that banks can provide with financial planners already associated with them. 

At least, this company is open about not receiving commissions and not imposing asset-based or recurring fees.

They’re also among the only financial planners in Perth who offer loan guarantors financial guidance. In fact, they have an Australian Financial Services License (ASFL), reassuring clients that their recommendations are accurate and helpful.

Additionally, we find their remote options convenient. Clients can talk to them via Zoom video conferencing or over the phone if not in person.

But if you want to see them personally, note that they charge a travel fee. Moreover, a few clients we spoke to think their general rates are a bit pricey.

Their prices range from $363 to $484 per hour. If you need to chat longer than a few hours, they also offer fixed-fee sessions from $650 to $850.

The Reformed Adviser aims to promote financial independence as a trustworthy financial planner in Perth.

Clients can be at ease when listening to their advice – they’re authorised through MyPlanner Professional Services Pty Ltd, a privately owned Australian financial services provider.

It’s also reassuring that they have multiple financial accreditations or licenses to back this up.

More specifically, they can provide a plan that encompasses paying off debt, building emergency savings, generating wealth, and creating an income stream.

Unlike several financial planning firms in Perth, we also observed that their style might be slightly different. They take more of an academic approach than the sales-based advice promoted by many banks and institutionally-owned advice firms. 

Furthermore, clients may complete their short online form to sit and have a 60-minute expert session with their planner. We like that this allows prospects to book a free 15-minute initial phone call too.

The initial call is a hassle-free way to ensure you’re a good fit before a personal meetup. However, they charge $295 (previously $397) for the first meeting.

But though other financial planners in Perth may not charge anything at the first discussion, some may try to sell you something else pricier instead. On the other hand, this company believes in their value from the first meeting.

Still, the nearest parking from The Reformed Adviser would be at the City of Perth parking, around a 2-minute walk away.  Consider this before driving for a consultation.

Blueprint Wealth is among the top financial planners in Perth who can guide you no matter what stage you are in life.

Since Australia has no definitive retirement age, we like that this company focuses on helping people retire confidently. They have a short Retirement Planning Preparation Quiz, which should take only 30 seconds to see if you need this plan.

It’s also helpful that one of their retirement planning strategies helps deal with tedious taxes. They can assist in organising your affairs to minimise tax by working with your accountant and applying the latest tax strategies.

Besides, we were in awe that they cover an extensive range of services so clients could also go to them for other related needs. These include self-managed super funds, superannuation, corporate superannuation, and estate planning, just to name a few.

They offer 3 levels of service too – Silver, Gold, and Platinum. Of course, the costs become increasingly higher to suit the frequency of their client needs.

Blueprint Wealth offers plenty of parking spaces and shady trees for a good number of vehicles. There’s also a playground nearby if you need to bring kids.

But, do note that they’re currently open only 3 days a week. For more information, clients may go for their complimentary initial consultation with one of their financial planners. 

HPH Solutions has some of the most highly-recognised financial planners in Perth. 

They provide tailored solutions that could help ease clients’ financial pressures. They use a results-oriented approach, which we think is efficient to save prospects from researching and sorting out their finances alone.

For example, their planners provide realistic evidence-based investment advice from their big portfolio. We feel this would show how practical and doable their recommendations are.

We also appreciate that they divided their financial strategy into different core components. This simplifies the concepts and makes them more digestible for their prospects.

It was also incredible that they’ve helped a number of clients with their anxiety, separation, and other troubles amplified by financial confusion. Several of whom we spoke to were happy about this company’s dedicated team who helps beyond numbers.

Moreover, it’s useful that you could get their services for sound financial advice for family or loved ones. This way, you can protect them from future financial distress or advance their fortune, whichever is more applicable.

However, looking at their extensive range of financial services at first can be overwhelming. Some concepts look similar, so it’s advisable to reach them for a consultation before making big decisions.

Thankfully, HPH Solutions is in a spacious area with decent shade and parking. 

Aspire2 is a fantastic financial planner in Perth for making big decisions. They offer savings tips for first-time home buyers in particular.

Some clients we met commented on how well they provide investment advice. We applaud that they also explain in simpler terms for those who aren’t as financially aware.

This company utilises information about your financial situation, management techniques, and lifestyle to come up with money solutions and control. This needs good communication and a lot of collaboration from both parties.

It may be overwhelming that they assess your cash, real estate, and managed funds to develop a portfolio that will increase your risk tolerance. But, this is necessary to make beneficial suggestions.

In addition to retirement plans, they also provide elderly care advice, which is slightly different from what other Perth consultants offer.

Their team helps older clients or their families manage nursing home bills. These expenses typically consist of refundable lodging deposits and daily lodging payments.

We also appreciate their partnerships with companies that provide accountancy and business advising services. For us, these connections improve the calibre of their financial counsel. 

Additionally, we think this saves clients the time, money, and effort of finding and working with a third-party accountant when necessary.

But before using their services, make sure to validate all applicable rates. One client points out that their reps may be collecting some hidden commission fees.