We have over 40 years of experience in financial planning, and over 55 years combined in accounting. We don’t believe in one-size-fits-all approach. We understand that every client has a unique financial situation, so we tailor our services to meet your needs.
With our professional Independent Financial Advisor, Perth clients can trust that we’ll understand your finances, and help you achieve financial freedom.
Services We Provide
- Review of financial situation
- Insurance (income protection, trauma, total and permanent disability, life insurance)
- Debt review and restructuring (repaying your mortgage sooner, saving for investment)
- Debt minimisation strategies
We Value Long-Lasting Relationships
You’ll be assigned your own Independent Financial Advisor. Perth clients can rest assured that when you’re our client, your finances are our priority. We value establishing long-lasting relationships.
After reviewing your financial affairs, we work with you to create a strategy that will achieve your long-term goals. We don’t lump you with written recommendations, and leave you to work it out. We check in. We help you implement each and every plan.
Got a question? Contact your Independent Financial Advisor. Perth-based, Link Accounting and Business Solutions can also come to you.