Argonaut provides exceptional financial advisory services, specializing in corporate finance and investment research. Their expert team offers strategic insights tailored to growth, ensuring clients navigate complex markets with confidence and precision.
Top Financial Advisors in Perth Australia - June 2026
Australia / Western Australia / Perth
Discover the most reliable financial advisors in Perth, Australia, to secure your wealth and future. Our curated list connects you with top-rated experts specializing in retirement planning, investment strategies, and tax management.
Leading investment banking and advisory firm.
Details
- Year Founded: 1996
- Employees: 50-150
- Price Range: $$$$
- Phone: +61 8 9224 6888
- Email: clientservices@argonaut.com
About the Company
Pros
- Deep market expertise
- Strong corporate network
Cons
- High barrier to entry
- Limited retail focus
Full-service financial and wealth management firm.
Details
- Year Founded: 2000
- Employees: 200-500
- Price Range: $$$
- Phone: +61 8 9488 1400
- Email: info@eurozhartleys.com
About the Company
Euroz Hartleys is a cornerstone of the Perth financial landscape, offering comprehensive wealth management and institutional stockbroking. They focus on delivering long-term value through personalized investment strategies.
Pros
- Comprehensive research
- Institutional-grade advice
Cons
- Corporate-heavy focus
- Less boutique feel
Strategic financial planning for individuals and families.
Details
- Year Founded: 2005
- Employees: 10-50
- Price Range: $$
- Phone: +61 8 9301 1000
- Email: hello@financialframework.com.au
About the Company
Financial Framework provides a holistic approach to wealth creation, superannuation, and retirement planning. Their advisors prioritize client transparency and sustainable financial growth strategies.
Pros
- Personalized service
- Strong retirement focus
Cons
- Limited digital tools
- Niche market reach
Boutique financial advisory firm based in Perth CBD.
Details
- Year Founded: 2012
- Employees: 1-10
- Price Range: $$$
- Phone: +61 8 9324 2333
- Email: contact@ventusfp.com.au
About the Company
Ventus offers bespoke financial planning services designed to protect and grow assets. They excel in simplifying complex financial concepts, making them a preferred choice for busy professionals and high-net-worth individuals.
Pros
- Bespoke strategies
- High advisor accessibility
Cons
- Smaller support team
- Strict client criteria
Specialists in tax-efficient investment strategies.
Details
- Year Founded: 1999
- Employees: 20-50
- Price Range: $$$$
- Phone: +61 8 9481 0000
- Email: advisors@meridianwealth.com.au
About the Company
Meridian Wealth excels in tax-effective structures and long-term asset allocation. Their structured methodology helps families protect their legacies while maximizing returns in volatile economic climates.
Pros
- Tax expertise
- Solid legacy planning
Cons
- Premium pricing
- Low client turnover
Comprehensive wealth management and coaching.
Details
- Year Founded: 2002
- Employees: 20-50
- Price Range: $$
- Phone: +61 8 9381 0500
- Email: info@wealthwise.com.au
About the Company
Wealthwise offers a unique blend of financial planning and lifestyle coaching. By aligning money habits with long-term goals, they ensure clients achieve both financial freedom and lasting peace of mind.
Pros
- Holistic approach
- Excellent coaching model
Cons
- Requires active participation
- High time commitment
Results-driven investment and retirement advisory.
Details
- Year Founded: 2008
- Employees: 10-30
- Price Range: $$$
- Phone: +61 8 9226 2200
- Email: team@pinnaclewm.com.au
About the Company
Pinnacle Wealth Management focuses on aggressive growth strategies and robust retirement planning. Their data-driven approach appeals to clients looking for measurable performance in their portfolios.
Pros
- Strong historical data
- Proactive portfolio management
Cons
- Higher market risk
- Aggressive style
Focused on sustainable and ethical investment advice.
Details
- Year Founded: 2011
- Employees: 5-20
- Price Range: $$$
- Phone: +61 8 6262 0000
- Email: contact@sentinelwealth.com.au
About the Company
Sentinel Wealth is a leader in ESG-focused investment strategies. They help clients align their financial portfolio with personal values without compromising on capital growth potential.
Pros
- Ethical investing experts
- Transparent reporting
Cons
- Niche investment universe
- Lower diversification
Personalized wealth planning for long-term horizons.
Details
- Year Founded: 1995
- Employees: 15-40
- Price Range: $$
- Phone: +61 8 9388 9800
- Email: enquiries@horizonfinancial.com.au
About the Company
Horizon Financial provides steady, reliable advice for those planning long-term wealth journeys. They specialize in multi-generational wealth transfer and estate planning, ensuring stability for families.
Pros
- Stability-focused
- Estate planning experts
Cons
- Conservative growth
- Slow implementation
Specialists in superannuation and SMSF strategies.
Details
- Year Founded: 2007
- Employees: 10-25
- Price Range: $$$
- Phone: +61 8 9321 0000
- Email: info@apexadvisory.com.au
About the Company
Apex Advisory offers deep expertise in Self-Managed Super Funds (SMSF) and complex retirement structures. They are the go-to firm for professionals requiring detailed compliance and strategic planning.
Pros
- SMSF specialist
- Highly compliant
Cons
- Complex paperwork
- High admin fees
Wealth management focused on reaching peak potential.
Details
- Year Founded: 2015
- Employees: 5-15
- Price Range: $$
- Phone: +61 8 6161 7777
- Email: support@summitwealth.com.au
About the Company
Summit Wealth utilizes cutting-edge market analysis to optimize portfolios. They serve a diverse clientele ranging from young professionals to established retirees with tailored growth products.
Pros
- Data-driven
- Tech-forward platform
Cons
- Less personal interaction
- Subscription-based pricing
Core strategies for essential wealth growth.
Details
- Year Founded: 2013
- Employees: 5-10
- Price Range: $
- Phone: +61 8 9284 3333
- Email: hello@corewealth.com.au
About the Company
Core Wealth offers uncomplicated, transparent financial advice for everyday families and SMEs. They focus on essential building blocks such as insurance, savings, and modest investment diversification.
Pros
- Transparent fees
- Accessible for everyone
Cons
- Limited complex solutions
- Entry-level market focus
Connecting your wealth with your future aspirations.
Details
- Year Founded: 2004
- Employees: 15-35
- Price Range: $$
- Phone: +61 8 9325 5555
- Email: advisors@nexusfinancial.com.au
About the Company
Nexus Financial excels in bridging the gap between current earnings and future retirement goals. Their team provides customized roadmaps that adapt as clients move through different life stages.
Pros
- Adaptable plans
- Strong client communication
Cons
- Moderate performance
- Standard product offering
Navigating financial landscapes with clarity.
Details
- Year Founded: 2009
- Employees: 10-20
- Price Range: $$
- Phone: +61 8 9382 1111
- Email: contact@latitudewealth.com.au
About the Company
Latitude Wealth provides clear, jargon-free advice for busy individuals. They simplify financial planning and ensure every client understands their portfolio's position, risks, and projected growth.
Pros
- Clear communication
- Excellent client reporting
Cons
- Conservative portfolio bias
- Limited alternative assets
Guiding your path toward financial independence.
Details
- Year Founded: 2003
- Employees: 10-30
- Price Range: $$
- Phone: +61 8 9481 2222
- Email: info@beaconwealth.com.au
About the Company
Beacon Wealth provides a roadmap to financial independence through disciplined savings and investment strategies. Their approach is highly structured, helping clients achieve long-term wealth creation.
Pros
- Disciplined methodology
- Consistent guidance
Cons
- Slower growth speed
- Strict policy enforcement
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Frequently Asked Questions
Frequently Asked Questions
1. How do I choose the best financial advisor in Perth?
Look for qualified professionals registered with ASIC, check their fee structure, and ensure they have experience in your specific financial goals.
2. What services do Perth financial advisors typically offer?
They offer investment management, retirement planning, superannuation advice, tax optimization, and estate planning.
3. Are financial advisors in Perth regulated?
Yes, all legitimate financial advisors in Australia must hold an Australian Financial Services License (AFSL) and follow strict regulations set by ASIC.
4. How much do financial advisors cost in Perth?
Costs vary depending on whether they charge an hourly fee, a flat fee, or a percentage of assets under management.
5. Can a financial advisor help with my tax planning?
While they provide strategic tax advice, complex tax returns should be handled by a qualified accountant or tax agent.
6. Why is it important to have a local advisor in Perth?
A local advisor understands the specific Western Australian economic landscape, local tax incentives, and regional market trends.