Oracle Group excels in providing holistic wealth management solutions. Their advisors focus on tax-effective strategies and retirement planning, ensuring clients achieve long-term financial security through a highly personalized approach.
Best Financial Planners in Perth, Australia - June 2026
Australia / Western Australia / Perth
Discover the most reliable and expert financial planners in Perth to help you manage your wealth and achieve long-term financial goals. Our curated list highlights top-rated professionals offering personalized investment and retirement strategies.
Comprehensive wealth management and strategic financial planning.
Details
- Year Founded: 2005
- Employees: 11-50
- Price Range: $$$$
- Phone: +61 8 9467 4777
- Email: info@oraclegroup.com.au
About the Company
Pros
- Holistic planning
- Strong compliance
Cons
- High entry threshold
- Limited online tools
Professional financial planning focused on personal financial freedom.
Details
- Year Founded: 2014
- Employees: 10-20
- Price Range: $$$
- Phone: +61 3 9190 8964
- Email: info@endorphinwealth.com.au
About the Company
Endorphin Wealth is renowned for its transparent, fee-for-service model. They specialize in guiding professionals and retirees through complex investment landscapes with clear, actionable advice.
Pros
- Transparent fees
- Excellent reporting
Cons
- Smaller boutique team
- Limited office locations
Tailored financial advice for families and business owners.
Details
- Year Founded: 1998
- Employees: 20-50
- Price Range: $$$
- Phone: +61 8 9325 6600
- Email: contact@fps.com.au
About the Company
With a legacy of trust, Financial Planning Services offers bespoke strategies for tax planning and superannuation. Their advisors are highly regarded for simplifying complex wealth management tasks for busy clients.
Pros
- Experienced team
- Tax focus
Cons
- Traditional methodology
- Slower onboarding
Nationwide network with a strong local presence in Perth.
Details
- Year Founded: 1994
- Employees: 200-500
- Price Range: $$$
- Phone: +61 7 5406 5000
- Email: info@infocus.com.au
About the Company
Infocus provides robust financial guidance supported by a national network. Their Perth-based team is known for leveraging large-scale research to provide clients with competitive investment portfolios and retirement strategies.
Pros
- Extensive resources
- Robust compliance
Cons
- Corporate feel
- Standardized service
Specialized advice for self-managed super funds and investment portfolios.
Details
- Year Founded: 2008
- Employees: 11-30
- Price Range: $$
- Phone: +61 8 9204 1633
- Email: admin@meritwealth.com.au
About the Company
Merit Wealth focuses on empowering clients to manage their financial destiny. Their expertise in SMSF and retirement cash flow management makes them a top choice for pre-retirees in Perth.
Pros
- SMSF experts
- Client education
Cons
- Strict portfolio constraints
- Limited asset classes
Providing clear and ethical financial advice for all stages of life.
Details
- Year Founded: 2016
- Employees: 1-10
- Price Range: $$
- Phone: +61 8 6161 7277
- Email: hello@actonwealth.com.au
About the Company
Acton Wealth prides itself on putting the client first. Their evidence-based approach to investing and financial planning provides peace of mind for families navigating life transitions and long-term goals.
Pros
- Ethical focus
- Clear communication
Cons
- Limited institutional ties
- Small support team
Strategic guidance for wealth preservation and growth.
Details
- Year Founded: 2003
- Employees: 20-50
- Price Range: $$$$
- Phone: +61 8 9385 4192
- Email: contact@beaconfp.com.au
About the Company
Beacon Financial Planning offers a disciplined approach to managing high-net-worth portfolios. Their advisors focus on tax optimization and estate planning, ensuring holistic management of their clients' assets.
Pros
- Estate planning depth
- High-touch service
Cons
- Premium pricing
- Low accessibility for small portfolios
Innovative financial strategies for modern investors.
Details
- Year Founded: 2011
- Employees: 10-25
- Price Range: $$$
- Phone: +61 3 9553 0777
- Email: info@eureka.com.au
About the Company
Eureka Financial Group is known for utilizing cutting-edge financial modeling to predict long-term outcomes. They are highly favored by young professionals looking to build wealth through structured investment plans.
Pros
- Modern technology
- Data-driven advice
Cons
- Younger team
- Less experience in estate litigation
Expert financial coaching and planning for Perth residents.
Details
- Year Founded: 1999
- Employees: 15-40
- Price Range: $$
- Phone: +61 8 9336 6777
- Email: info@wealthwise.com.au
About the Company
Wealthwise offers a coaching-centric approach, helping clients take ownership of their financial behavior. They excel in simplifying complex investment structures into easy-to-understand life plans.
Pros
- Coaching approach
- Client engagement
Cons
- Heavy focus on behavior
- Less product variety
Leading investment management and financial advice firm in WA.
Details
- Year Founded: 2000
- Employees: 50-100
- Price Range: $$$$
- Phone: +61 8 9322 7833
- Email: info@capital-partners.com.au
About the Company
Capital Partners provides sophisticated investment management for wealthy families and business owners. Their evidence-based investment philosophy consistently delivers value to long-term holders.
Pros
- Institutional grade
- Market expertise
Cons
- High barrier to entry
- Formal atmosphere
Tailored wealth management for discerning investors.
Details
- Year Founded: 2014
- Employees: 11-20
- Price Range: $$$$
- Phone: +61 7 3073 2644
- Email: enquiries@affluence.com.au
About the Company
Affluence specializes in portfolio management that targets diversification across alternative assets. Their team provides tailored strategies to protect and grow wealth in volatile market conditions.
Pros
- Diversified access
- Expert researchers
Cons
- Higher fees
- Complex portfolio structure
Secure, reliable, and accessible financial planning services.
Details
- Year Founded: 2007
- Employees: 50-150
- Price Range: $$
- Phone: +61 1300 765 114
- Email: info@guardianfp.com.au
About the Company
Guardian Financial Planning is dedicated to providing honest and reliable advice. They focus on superannuation consolidation and insurance, ensuring client assets are protected against life's uncertainties.
Pros
- Reliability
- Easy access
Cons
- Broad scope
- Lacks deep specialization
Large institutional firm with personalized service local to Perth.
Details
- Year Founded: 1996
- Employees: 100-250
- Price Range: $$$
- Phone: +61 2 8298 4600
- Email: info@fiducian.com.au
About the Company
Fiducian combines large-firm security with personalized local advice. Their proprietary funds are widely recognized, providing clients with cost-effective investment options and structured retirement planning.
Pros
- Institutional security
- Low-cost funds
Cons
- Corporate bureaucracy
- Standardized templates
Equity market specialists with a strong financial planning arm.
Details
- Year Founded: 2012
- Employees: 30-60
- Price Range: $$$
- Phone: +61 2 8072 2988
- Email: contact@blueoceanequities.com.au
About the Company
Blue Ocean brings a stock-market-focused perspective to financial planning. They are excellent for investors who want a direct link between their equity market performance and their long-term financial goals.
Pros
- Market insights
- Direct equity focus
Cons
- Volatility risk
- Aggressive strategies
Simple and effective financial planning solutions for all Australians.
Details
- Year Founded: 2010
- Employees: 200-500
- Price Range: $$
- Phone: +61 2 8095 1300
- Email: info@clearview.com.au
About the Company
ClearView focuses on making financial advice accessible and clear. They offer robust protection plans and investment portfolios aimed at helping regular families secure their future without unnecessary complexity.
Pros
- Accessibility
- Insurance focus
Cons
- Less bespoke
- Standardized planning
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Frequently Asked Questions
FAQ
- How do I choose the best financial planner in Perth?
- Look for certifications like CFP, transparent fee structures, and positive client reviews tailored to your specific financial goals.
- Are these financial planners licensed?
- Yes, all listed professionals are regulated and licensed to provide financial advice in Australia.
- What services do financial planners offer?
- They provide investment advice, retirement planning, tax optimization, and estate planning services.
- Is a financial planner worth the cost?
- A good planner can help you maximize returns, reduce tax liabilities, and ensure your financial future is secure.
- How much do financial planners in Perth charge?
- Fees vary based on the complexity of your needs, often ranging from flat hourly rates to a percentage of assets under management.
- Can I meet with these planners online?
- Most top financial planning firms in Perth offer both in-person and virtual consultation options for your convenience.