top of page

Are you over the age of 50?

Are you struggling with a significant financial issue?  

Get a breakthrough of clarity around the big picture which then makes the next few steps obvious!

Get in Touch

Why we are unique

We pride ourselves on being the only local company that provides this specific combination of quality, service, and expertise: 

  • Our principal adviser is a fully qualified independent financial planner and accountant and a member of the Certified Independent Financial Advisers Association. 

  • Our financial advice is the most comprehensive it can be and if required, includes the professional opinions of up to 10 different subject matter experts including our specialist accountants and laywers.

 

  • We have a value-for-money guarantee for all our initial advice. Call us to find out more including the terms and conditions. 

Knitting Class

Are you facing any of the following financial challenges and are unsure what to do next?

  1. Planning for Retirement: Do you worry about having enough income to enjoy a comfortable retirement? We can help you strategize your superannuation and retirement planning to secure a financially stable future.        

  2. Navigating Major Life Transitions: Are you experiencing major life changes such as retirement or a change in family dynamics that impact your financial situation? Our expert advice can guide you through these transitions smoothly.                                   

  3. Managing Debt: Are you struggling to manage or reduce your debt as you approach retirement? Let us assist you in formulating a clear debt management plan that sets you on a path to financial freedom.

4. Estate and Legacy Planning: Unsure how to ensure your assets are properly managed and distributed according to your wishes? We offer comprehensive estate planning services to safeguard your legacy.

 

5. Investment Strategies: Are you looking for ways to align your investments with your future financial goals but feel overwhelmed by the options? Our tailored investment strategies are designed to match your risk profile and financial objectives.

 

6. Tax Optimization: Concerned about paying more tax than you need to? We specialize in tax planning strategies that maximize your earnings and reduce tax liabilities, ensuring you take full advantage of available tax benefits.

If this is You,
then don't worry anymore!

Over the past +25 years, we, at Independent Advisers WA, have helped many self-funded retirees solve and or manage their significant financial issues with value-for-money independent advice.

Pedestrain Bridge

Do you need S.M.A.R.T GOAL BASED advice?

Goal-Based Advice is providing recommendations regarding strategies, decisions, courses of conduct and effort as well as tracking and making periodic adjustments in order to stay on course. The outcome is an increased chance of achieving the goal.

S

SPECIFIC

Well defined, Clear and Unambiguous goals.

M

MEASURABLE

With specific criteria that measure your progress toward the accomplishment of the goal.

A

ACHIEVABLE

Attainable and not impossible to achieve.

R

RELEVANT

Within reach, realistic, and relevant to your life purpose.

T

TIMELY

With a clearly defined timeline, including a starting date & a target date. The purpose is to create urgency.

Our advisers and subject matter experts are specialists in turning your substantial financial issues into S.M.A.R.T goals so the next steps become obvious.

Stack of hands

Get Started

Complete a financial roadmap for only $500 now
Financial+Roadmap_edited.jpg
bottom of page