Best Financial Advisor Perth: How to Choose the Right Expert for Your Goals

 

Financial Advisor Perth Key Criteria for Choosing the Best Adviser

Choosing the best financial advisor in Perth for 2026 is all about finding a balance between a sector that’s shrinking in terms of advisers available and a rising demand for their services, not to mention the increasing costs that come with it.

On the supply side, ASIC is noticing that the industry is heading into 2026 with a pretty serious shortage of qualified advisors. 

As of 2025, the Financial Advisers Register had 15,610 relevant providers listed – but only 6,426 of them had an approved degree or qualification. 

Another 4,580 were relying on the ‘experienced provider’ pathway – and there were 4,604 who still had to get their qualifications sorted by January 1st 2026 – that’s 1,844 who’ve got the potential to qualify but just haven’t been told about it yet.

By the time November 20th, 2025, rolled around, that number had dropped to 15,469. 7,959 of them had an approved degree – 4,212 were on the experienced pathway – and 972 had some of both. 2,326 were still lagging – and of those, 836 might be eligible for the pathway but hadn’t been contacted yet – meanwhile, 827 of them still had to complete their commercial and tax law courses or risk not being allowed to give tax advice from 2026 onwards.

With all that in mind, affordability is a major theme for 2026. The FAAA reckon that adviser numbers have plummeted from over 28,000 to around 15,500, and the average cost of some professional advice has gone up to a whopping $5,500 – on top of the fact that 800 Aussies are retiring every single day for the next decade.

 When you’re looking at the fees that Perth firms are charging, the median ongoing advice fee rose 18% to $4,668 in 2025 – that’s a 67% increase in five years.

On average, each adviser has 131 clients to look after (101 of them are regulars, 30 one-offs) – and the amount of funds under advice went up by 11% last year to $758,362.

It’s worth noting that Investment Trends reports that 52% of advisers saw their practice earnings increase, while only 11% experienced a decline, which aligns with the expectation that stronger, more well-run practices will lead the conversation around value in 2026.

And finally, there’s the issue of regulatory levies, which are only adding to the pressure on costs. 

The CSLR has revised its levy estimate for 2026 down to $75.698m – but they’ve still asked for a special levy of $47.3m for the personal financial advice sub-sector. 

Next year’s initial estimate is a whopping $137.5m – with $126.9m of that going straight to the personal financial advice section.

Boutique Advisers: Award Winning Private Wealth In Perth

Finding A Top Tier Adviser: What High Trust Private Wealth Means To Us

Boutique Advisers Private Wealth were pretty chuffed when they won the FAAA Professional Practice of the Year award in 2025 – it was announced at the FAAA Congress Gala Dinner in Perth on November 19, 2025.

That award is worth paying attention to because it gives you an independent stamp of quality when you’re trying to figure out who to trust with your money.

Don’t get me wrong, an award doesn’t guarantee that every client is going to fit perfectly with a particular adviser – but it is a good starting point.

It can help you narrow down your options to firms with a proven track record of delivering quality advice, and a reputation that speaks for itself.

The Problem with Getting Good Advice

There’s a serious shortage of financial advisers in Australia right now. As of September 2025 we’re down to fewer than 15,300 qualified advisers – and it’s only getting worse.

The FAAA’s Value of Advice Index also shows that a whopping 11.8 million Australians are missing out on advice altogether. So when you find a practice that is well respected and well established in your local area, it makes sense to put them near the top of your shortlist.

How To Know If They’re Right For You

Even if a firm is top-notch, the decision comes down to the individual adviser you work with. Before you commit to anyone, make sure to check their credentials on the ASIC Financial Advisers Register.

Have a look at their qualifications, work history, professional memberships and any other relevant details. This will give you a good idea of whether they’re qualified to give you the advice you need.

Client Scenarios That Suit Boutique Advisers

If Your Goals Are Similar To These, A Boutique Adviser Could Be A Good Fit

• Building a retirement plan that ties together all your super, investments and risk protection.

• Working out how to structure your wealth as a business owner, juggling cash flow for both your business and personal life.

• Putting your estate plans in place and making sure your long term investment strategy is working for you.

The Bottom Line

Here’s the simple takeaway: 

• Treat the award as a bit of a confidence booster, rather than a definitive answer.

• Check your adviser’s credentials on the ASIC Financial Advisers Register.

• Make sure you understand how they’ll be paid, and how often you’ll review your progress.

• Choose the adviser who is actually able to turn your goals into a simple, written plan that you can work with.

Capital Partners: Perth’s Best Advice Firm

What gives this brand its credibility

Capital Partners was named FAAA Professional Practice of the Year for 2024 (that’s a big deal). They’re part of a tiny group of practices that consistently deliver top-notch advice. No flash marketing or huge client base here – just genuine excellence that gets recognised by others in the industry.

That’s not just a one-off, either. Their awards history speaks for itself, with multiple top-tier practice recognitions over the years. That gives us – and you – a lot more confidence when it comes to narrowing down your shortlist.

What do awards really mean in this context?

Australia’s financial advice market is a tough one. There are lots of advisers competing for business, but the numbers have been dropping over the years. By 2025, there were less than 16,000 registered advisers – and that’s been steadily falling since 2019.

In this environment, a major national award is a serious signal of quality. It’s a shortcut that helps you focus on practices with strong processes, high standards, well-trained advisers and consistent client service – all the things that matter, before you worry about fees, strategy and personal fit.

What does this mean for your finances?

Capital Partners is Perth-based and has been around since 1999. That means they’ve got a big team and can offer you specialist coverage under one roof, structured review rhythms throughout the year, and a lot more continuity planning if your main adviser isn’t available.

Smart due diligence you should do anyway

Use the FAAA Professional Practice Awards as a filter to rule out the good from the great. Then check the ASIC Financial Advisers Register to see if the individual adviser you’ll be working with is properly qualified. 

Finally, follow MoneySmart’s guidance on choosing a financial adviser to make sure you get the scope, fees and value you need.

What kind of people fit this style of advice

This style of established, award-winning practice in Perth is perfect for anyone who wants:

• A clear retirement plan that ties together super, investments and insurance.

• Advice that ties family goals to estate and risk planning.

• A business-owner’s strategy that balances your wealth with the cash flow of your business.

The takeaway

Choose Capital Partners for the signal of excellence that a good adviser should give you. Then choose your individual adviser based on how well you click with them and how well they can communicate your goals to you.

Shadforth: Whole-of-Life Wealth Advice in Perth – A Plan That Lasts a Lifetime

More Than Just an Investment Strategy

Shadforth offers whole-of-life, goals-based private wealth advice in Perth. This isn’t just a case of fancy wording – it means they’re taking into account your whole life situation, not just a narrow focus on how to grow your investments.

It’s not about getting some random investment advice or a one-off portfolio idea.

What you’ll actually get is a thoughtful plan that connects your wealth creation goals with risk protection and long-term lifestyle aspirations – all wrapped up in one dynamic strategy that evolves as your needs change.

Stability Through Deep, Experienced Teams

• Shadforth has roots in Perth and is backed by a large national network of over 100 advisers.

• That bigger team model gives you access to specialist knowledge and support when you need advice across multiple areas of wealth planning.

• It also means you get consistency and continuity – your advice experience will be less dependent on who happens to be your lead adviser. Plus, when your lead adviser changes, a deeper team can help your strategy keep moving forward with minimal disruption.

• It’s a bit like having a bigger safety net – if you ever need to switch advisers, you won’t lose momentum or clarity because of it.

Wealth Planning for Life’s Complex Stages

Did you know that Australia has seen a huge drop in the number of financial advisers in recent years?

From around 28,000 in 2019 to fewer than 16,000 just 6 years later – that’s a pretty drastic reduction. Some reports put the current total at around 15,300.

So, when you’re choosing a practice in Perth, a well-established team can really reduce the risk of service gaps.

Where This Approach Works Best

A whole-of-life model tends to suit people with multiple goals that need to be juggled, because it brings all those financial priorities together in one plan, rather than treating them as separate projects.

That’s especially true for things like retirement planning that need to tie together super and personal investments, family wealth decisions that require estate planning, and business owners trying to balance personal and business cash flow.

And with superannuation assets now worth over $4.5 trillion and contributions rising fast, the stakes have never been higher. You need a solid strategy that looks after all your interests.

Don’t Skip This Critical Due Diligence Step

Even with a big, well-respected practice, your actual outcome will still depend on the individual adviser you work with.

That’s why it’s so important to do your research and personally verify the adviser’s credentials on the ASIC Financial Advisers Register.

Then, make sure you check their scope, service inclusions, and fee structure against MoneySmart’s tips for choosing a financial adviser, so you know you’re getting value for money and clear advice that’s aligned with your goals.

Clear Action Take-Away For Families

• If you’re looking for a team that’ll really have your back at every stage of life stage, Shadforth Perth is a great option to consider – they offer a structured, full-service advice relationship that feels really organised and consistent from start to finish.

• Having access to a bigger advice bench can also be a real comfort, especially if you value continuity and want the reassurance that your plan won’t fall apart if your main adviser changes roles.

• In the end, this is probably the best option for you if you prefer planning that starts with your actual goals and lifestyle priorities, rather than having a conversation that launches into what investment product you should buy, then trying to figure out what you want to achieve.

JBWere – Research-Driven Advice for Big, Complicated Portfolios

Research-Focused Positioning for Really Complicated Wealth

JB Were’s whole focus is on investing for generations and looking after high-net-worth clients – individuals, families, business owners and others who manage family wealth.

That naturally speaks to people with a lot on their plate – who want to grow their wealth, but also protect the family balance sheet, plan for succession and build a strategy that’s robust enough to withstand market shocks or changing circumstances.

With a dedicated office in Perth, they also offer the kind of ongoing advice relationship that high-complexity clients really value – especially when you need to have long, involved conversations about your long-term strategy and make big decisions over multiple years.

Multi-Generational Strategy Expertise Flags

JB highlighted that they have an in-house Investment Strategy Team which drives research and asset allocation across all sorts of investment types. For families with really complex financial needs.

 This brings a level of depth and expertise that can be really reassuring – including:

• Clear explanations of how they’re making investment decisions;

• A disciplined approach to rebalancing your portfolio.

• A thoughtful response to market uncertainty.

All of which is where RBA Economic Data comes in – because when you’re looking at long-term wealth plans, you need to have a good idea of what the broader economic picture is going to look like.

The Big Picture Behind Multi-Generational Advice

Australia’s superannuation system is now a massive beast, with over $4.5 trillion in assets and contributions shooting up to $215.6 billion in the last year.

When you’re dealing with that sort of scale, family decisions obviously become a lot more strategic – it’s no longer just about accumulating wealth, it’s about smarter structuring, managing risk, and planning for retirement income, estate intentions and the long-term financial security of the next generation.

Benefits Of Choosing An Established Team

The advice industry is struggling to keep up with demand, with the number of advisers actually falling in recent years. So, choosing a team with a strong track record and a solid research-driven approach is a bit of a no-brainer.

It means you get a more stable advice relationship, clearer processes and better continuity over time – especially when you’re looking at multi-year plans rather than just a one-off strategy conversation.

The Non-Negotiable Due Diligence Step

Even with a well-known brand, your experience still largely depends on the individual financial adviser – so don’t just take it for granted.

Check out the ASIC Financial Advisers Register to verify the adviser’s credentials and any authorisations they may hold. 

Then run them through the checklist in Moneysmart Choosing a Financial Adviser to make sure they’re clear on fees, what they can realistically deliver, and how often they’ll be reviewing your progress. 

High-Fit Client Profile Snapshot

If you’re looking for a financial adviser in Perth, JBWere is definitely worth considering if you need:

• Planning that covers all your family, trust and business structures.

• A clear roadmap for succession or your legacy.

• Investment decisions that are backed up with a straightforward and transparent research process.

Ord Minnett: Investment-Focused Wealth Management in Perth

Investment-Driven Advice – The Key To Success

Ord Minnett is a locally-owned wealth management firm that offers financial advice and investment management to individuals, families and businesses. 

The key take away from an investment-led profile is that you can expect a strong, structured approach to building and maintaining your portfolio, with a focus on navigating the markets and adjusting your strategy as your goals evolve.

Their own website also mentions having hundreds of advisers and $71.1 billion in Funds Under Advice. 

And while that scale can be a major advantage when it comes to being able to balance the need for personalised planning with the depth of resources, research and consistent portfolio frameworks that support long-term decision-making.

Why Ord Minnett Stands Out For Market-Engaged Clients

So what sets Ord Minnett apart? Firstly, they have a presence in Perth – so you know you’ve got local access and won’t be dealing with a ‘fly-in’ service. Ord Minnett

In a market where good advice is in high demand, a firm that can offer both a local presence and the resources of a national player can be a safe bet.

The Advice Landscape – Why Timing Is Everything

The number of registered financial advisers in Australia has hovered around 15,000 in recent years – and while the number has been a bit more volatile in 2025, it still remains below pre-2019 levels.

At the same time, people are retiring with ever-larger pots of super – APRA figures for September 2025 show total superannuation assets of $4,466.5 billion, up 9.4% on the year before.

• Loads of assets.

• Not enough skilled advisers to go around.

That means the value of good, structured advice is only likely to go up – because it helps you make smart decisions about super, investments, risk and retirement income without having to rely on ‘seat-of-the-pants’ or purely reactive planning.

Portfolio Styles That Pair Well With This Approach

If you’re looking for a wealth manager that can support your long-term goals, this style of firm can be a good match if you want:

• A plan that’s anchored in investment discipline and long-term goals.

• Support that looks at the whole picture – super, personal investments and retirement income all together.

• The ability to handle more complex portfolios as your wealth grows.

You can use APRA Superannuation Data to show why a coordinated approach to super and investments is still central to planning for 2026.

Turn A Strong Brand Into The Right Choice

Having a strong brand isn’t the same as finding the right adviser for your needs.

Before committing:

• Take a look at your adviser’s credentials on the ASIC Financial Advisers Register. Financial Newswire

Then check out MoneySmart Choosing a Financial Adviser to make sure you know what you’re getting with ongoing reviews – including what the costs are and what you can expect from the service.

Getting a proper plan in place

If you want to retire with a reliable income stream, a good investment adviser will model risk, sequencing and drawdown strategy across both super and non-super assets in a way that makes sense for you.

They should also come up with a clear review plan so that your plan stays on track with market changes and things in your life that come up over time.

This is where a well-respected national practice with a service point here in Perth can really deliver – you get the support of a local team combined with some pretty disciplined thinking about your portfolio, which is really important when it comes to protecting your retirement outcomes.

Morgans – Stockbroking and advice for those who want a bit more

Putting strategy and execution together

Morgans in Perth are pretty upfront about combining their stockbroking and financial planning services to give you comprehensive, one-on-one advice that’s always tailored to your needs. 

So this isn’t just about a generic advice model – this is about a dual-capability approach that’s designed for investors who don’t just want to know what to do, but actually want to do it.

Why it’s a good fit for hands-on investors

Morgans have got a big national network with 56 branches and over 500 advisers – and that can be a real advantage for clients in Perth who want:

• Access to some of the best market and portfolio resources around, because you’re not limited to just one little region.

• A structured review plan that keeps everything on track.

• The confidence that comes from knowing you won’t be stuck in a limbo if something happens.

Navigating the market to meet your 2026 goals

Australia’s advice capacity is still pretty tight, and industry reports from mid-December 2025 said that total adviser numbers were down to around 15,427 – and there’s also talk of further volatility as new advisers come and go.

But at the same time, the retirement pool is getting bigger – APRA reported in September 2025 that there were $4,466.5 billion in total superannuation assets, up 9.4% year-on-year.

Regulators have been warning about the need to prepare for a big wave of retirees over the next decade – which all adds up to a situation where you really need a joined-up, process-driven approach to advice that connects all the different parts of your plan into one clear, repeatable plan.

Where Morgans Perth might be a good fit

This style of combined stockbroking and planning often suits:

• Investors who like to be actively involved in their portfolio and have a conversation about what’s going on.

• Clients who are transitioning from building their wealth to actually drawing down on it in retirement.

• Business owners who need to make sure their personal wealth is aligned with the realities of their cash-flow.

Here’s a simple example: you might be building up a portfolio outside of super while also trying to refine your super strategy.

A good joined-up team can help you align risk, diversification and timing in a way that makes sense, rather than treating these as separate decisions.

The due diligence step that protects you

Even with a strong brand, your outcome ultimately depends on the individual adviser – so you need to do your own checking.

You can check your adviser on the ASIC Financial Advisers Register to make sure they’re properly authorised and have a good history.

And then use MoneySmart’s guide to choosing a financial adviser to test whether their fees and service scope are the right fit for you. 

What to look for when making a decision

Morgans Perth will definitely get a shortlist spot if you want:

• Investment execution paired with strategic planning.

• A locally based team that’s got the support of a big national network.

• A clear line of sight between what’s happening in the market and your real-life goals.

Entrust: A Western Australian Wealth Specialist With Roots Since 2002

The Local Touch

Entrust Wealth Management – a West Australian firm founded back in 2002 – set out to change the game in investing by putting customers first.

That early start gave them a chance to develop a real understanding of the WA market, an edge that has stayed with them all these years.

It’s not just that they happen to be based in Perth – it’s that all the relationships they’ve built with clients and the local community over nearly two decades have made them a real force in the market.

So when you choose Entrust, you’re not just picking a local firm – you’re getting a team that’s got a deep grasp of what actually matters in WA and how to make the most of it.

Long-Term Relationships Matter

Having been around since 2002 has also shown that Entrust has the staying power to see you through the ups and downs of the market.

They were acquired by Euroz Hartleys Group in 2015 and ended up rebranding as Entrust Wealth Management.

For you that means:

• They’ve got the backing of a well-established institution.

• They’ve got the stability and depth that comes with being part of a bigger team.

• And they’ve invested in the latest systems and specialist support to help you get the best results.

The Great Advice Drought

Australians are swimming in cash, with household wealth up to an eye-watering $17.8 trillion – but there just aren’t enough good advisers to go around.

In fact the latest industry numbers have adviser numbers at a paltry 15,427 – way down from the 28,000 we used to have in 2019.

And if that wasn’t scary enough, the whole industry is in decline, with more and more advisers hanging up their boots.

When there’s so much wealth floating around but so few good people to look after it for you, knowing that your adviser is going to stick around for the long haul is a huge relief.

That’s why well-established Perth practices with a solid service model and a plan for the future can be a safe bet, especially for people who are looking for ongoing strategy support rather than just a one-off favour.

Finding a Reliable Adviser

If you’re one of the many people who want a long-term adviser relationship or steady review cycles, a WA-founded practice is a great place to start.

• Families will appreciate a team that understands their unique needs.

• Retirees will want a stable and reliable hand to guide them.

• And business owners will love a team that gets their industry and can help them navigate the complexities of managing their own wealth.

Just to illustrate the point:

Let’s say you want to align your super with your personal investments and insurance, and you’d rather deal with a team that understands the WA market inside and out.

Getting Your Due Diligence Right

Even with all that local history and expertise on your side, it’s still super important to check out the individual adviser.

Use the ASIC Financial Advisers Register to check if they’re legit, and then apply the checklist in Moneysmart’s Choosing a Financial Adviser to make sure they’re not ripping you off.

Doing your homework will give you a lot more peace of mind when you’re trying to decide who to trust with your financial future.

Viridian: the strength of national backing, with expert advice in Perth

Getting the best of both worlds – local advice with a national reach

Viridian Advisory offers expert guidance at every stage of life, from retirement planning, to growing your wealth, managing debt, and diversifying your risk. At Viridian Advisory, we do more than this.

The fact that we have a team based right here in Perth suggests that you can get the personal service and local insight that you need, without losing the depth of resources and expertise that you’d expect from a bigger national group.

That unique combination is something that really stands out when you’re looking for advice – you want a team that can give you one-on-one service and attention, without sacrificing the expertise that comes with being part of a bigger organisation.

The key to standing out in a tough market

The advice market in Australia is in a bit of a squeeze right now.

There’s been a real decline in the number of financial advisers – we’ve seen the number drop from around 28,000 back in 2019 to fewer than 16,000 by 2025, according to industry reports. If A and Money Management have also flagged recent short-term drops too.

In that context, having an adviser practice with an easily accessible Perth office can really help speed up the process at every stage – from your first strategy meeting, to regular review cycles, and even retirement transition planning.

The superannuation landscape right now

Superannuation is a massive part of household planning these days, with total assets reaching around $4.5 trillion as at September 2025, and total contributions topping $215.6 billion over the same period.

And as regulators have warned, funds are going to have to start preparing for a big wave of retirees over the next decade or so.

That’s why a lot of clients are looking for structured advice that helps them bring together their super strategy, retirement income planning, and broader wealth decisions into one clear, long-term roadmap.

What to look for in a review checklist

This national-plus-local firm model often suits people who want a clear retirement roadmap, tied to their super and non-super assets.

They also want advice that can adapt to their changing life stage, as well as a consistent process for reviewing their risk, insurance and portfolio.

Here’s a simple example of what we’re talking about:

Imagine you’re five to ten years from retirement – a stage where planning starts to shift more towards protecting your outcomes, rather than just accumulating wealth.

You’ll probably want to stress-test your future income plans against different market conditions, so you can see how resilient your strategy is under real-world volatility.

And to do all of that effectively, you’ll want a reliable review cadence with a consistent adviser relationship – so your plan stays current, without the disruption of changing providers too often.

The key checks to make when narrowing down your options

Even with a firm that has national scale, the outcome will still depend on the adviser you end up working with.

So it makes sense to check their authorisations, experience and background on the ASIC Financial Advisers Register, before you move forward.

You should also use MoneySmart’s checklist for Choosing a Financial Adviser to compare fees, advice scope, and the real value of the ongoing service you’ll receive.

To keep your 2026 planning grounded in current retirement realities, you can also use APRA’s superannuation statistics, released in September 2025.

Finding Your Financial Path for a Global Life: Expat Planning Across Borders

What prompted a cross border specialist to emerge

Financial Pathfinders started out as a traditional planning outfit and only later started giving the advice that expats really need – which is a whole different ball game to just planning for locals

They say they can help with getting ready to move, sorting out tax, moving pensions, getting the best deal on currency exchange and wealth management. Having Financial Pathfinders on your side really stands out from the standard local only adviser model

The danger of planning for one country without looking at the whole picture

When it comes to making the big decisions of crossing borders, you can still be heading in the right long term direction, but if you’re not taking account of both tax systems and the timing of moving your assets around, it can lead to some very costly mistakes down the line.

Retirement savings in Australia continue to grow, with super now sitting at a whopping $4.3 trillion (yes thats 4.466.5 trillion as at September of last year) and rising by 9.4% each year. When you’re dealing with bigger and bigger figures, costly errors in cross border planning can spiral out of control

Why you need experts who ‘get’ global lives

Financial Pathfinders are set up to give advice that fits the needs of expats. This can work well for:

• Aussies off on an overseas assignment

• Expats who are coming back home and need to get back up to speed with Australian tax and super

• Families with property, income and or child support payments all happening across different countries

A real life example might be:

You’ve been offered a 3-5 year work posting overseas, but you want to keep building up your retirement savings as well. 

On top of that you need serious guidance on how your super and investment portfolios and insurances should be laid out so that you don’t end up with a load of costly gaps and shortfalls – that’s where a specialist practice like Financial Pathfinders can be a lifesaver – they can help tie everything together into one solid plan that gets your wealth working for you, rather than against you

Non-negotiable checks before you pick an adviser

Even if you are going for a specialist you need to make sure you know who you are dealing with – check out the individual adviser on the ASIC financial advisers register to make sure they are properly qualified & have the right experience.

And then there is the consumer checklist from MoneySmart which will help you get a handle on what you are paying for in fees and what they are promising to do.

And for all you expats out there, especially if you have a cross border superannuation and tax situation on your hands, you could do worse than doing a bit of research on the ATO super resources before you make a final choice

Why you should be looking for a specialist in cross border advice

Financial Pathfinders have been doing this for over 20 years now – that’s a serious track record in a very special and very high stakes niche – They really know what they are doing and can save you a whole heap of hassle and heartache.

Findex – Where Wealth, Tax, and Business Advice Unite in Perth

What Makes Findex Unique: Integrated Services for Multi-Entity Clients

Findex presents itself as a one-stop shop that combines wealth advice with accounting and business advisory services. And that’s a game-changer, because most people’s financial struggles go far beyond just investments.

They’ve got structures to sort out, tax worries, cash-flow issues, and risk management – all of which can get pretty complicated if you tackle them in isolation. But Findex’s approach is to bring it all together under one roof, using a wealth of interconnected disciplines to craft a solution that really works for you.

Findex’ wealth services cover all the bases – investments, superannuation, retirement planning, tax, estate planning, and financial planning – all of which is reinforced by a robust accounting and business advisory offering that keeps the same integrated, goal-led focus on helping individuals and business owners succeed.

With a massive presence in Australia and New Zealand (over 100 locations) – and a pool of extra resources to draw from at a local level – Findex can deliver a more consistent, hassle-free experience for clients who need their personal and business strategies to be aligned under one single, cohesive plan.

Getting The Most Out of Findex’s Coordination Strength Across Tax and Wealth

Findex’s Perth office is located at Allendale Square, Level 24/77 St Georges Terrace in the heart of the CBD – making it easy to drop by for strategy meetings, annual (or semi-annual) reviews, and business-owner planning that often needs a bit of quick thinking.

Business-Owner Relevance For 2026 Planning: Protecting Your Super

Australia’s super fund is a behemoth, with a staggering $4.5 trillion in assets – and contributions are still going strong at $215.6 billion in the last year. 

With super balances reaching these sorts of numbers, the difference between a good plan and a great plan often comes down to a solid tax and structure strategy – not just the investment itself.

And on top of that, the industry is facing a serious shortage of advice workers – down from about 28,000 in 2019 to fewer than 16,000 in 2025. 

So, in this environment, a firm that can bring multiple disciplines to the table is a godsend – it can reduce the hassle of handing off between specialists and ensure your super, tax strategy, and broader wealth plan stay on track under one clear roadmap.

A Practical Summary For Taking Action

You might be:

• A business owner with fluctuating income

• Building wealth both inside and outside super

• Trying to get your personal tax, company cash-flow, and retirement timing all aligned

If this sounds like you, an integrated adviser-accountant model can be a lifesaver – helping you avoid costly siloed decisions

Protecting Your Results Through Due Diligence

Before committing, use the ASIC Financial Advisers Register to check your adviser’s credentials and history. 

Then follow Moneysmart’s guide on choosing a financial adviser to validate the scope of advice, the fee structure, and whether the ongoing service is really going to deliver on your goals.

It’s a simple two-step approach that turns a great integrated brand into a real, right-fit relationship that’s built on solid credentials and clear results

originally published Link: https://www.starinvestment.com.au/best-financial-advisor-perth/