About Us

COMPANY BACKGROUND

Future Wealth Planners Pty Ltd is at the forefront of contemporary financial planning and is one of Western Australia's leading personal financial planning and wealth management firms with a depth of industry experience dating back to 1989.

We are extremely proud of the fact that our company is not aligned with any one financial institution. This allows for autonomous decision making which is supported by access to the latest research in financial markets and an extensive network of industry contacts.

All Financial Advisers at Future Wealth Planners Pty Ltd are Authorised Representatives of AFG Financial Planning Planning Pty Ltd and Future Wealth Planners Pty Ltd is a Corporate Authorised Representative of AFG Financial Planning Pty Ltd Australian Financial Services Licence No. 247105.

HOW WE DO THINGS

We work closely with all our clients to progress though the Future Wealth Planners 6 Step Financial Planning Process to analyse their current financial situation taking into account their personal financial objectives so that we can determine the best strategy to transform their financial future.

STEP 1: Assess your current financial position and gather information

STEP 2: Establish your financial goals and objectives

STEP 3: Determine your attitude towards investment risk

STEP 4: Develop long and short term financial strategies to meet your needs and objectives

STEP 5: Develop and implement a sound financial plan

STEP 6: Regularly review your financial situation to ensure the financial plan we developed and implemented remains relevant. 

To ensure our clients always receive the best ongoing service and financial advice a sophisticated platform has been developed that will continue to develop moving forward to ensure that our clients have access to appropriate and timely investment decisions. All investment and financial recommendations are fully researched through a national independent research house that provides up to the minute product lists and detailed information on investment managers from Australia and around the world. 

WHAT WE DO

The successful transformation and maintenance of your financial future requires diverse resources, skills and ability for detailed implementation. 

Future Wealth Planners offer a partnership with our clients in this challenging, ongoing process by providing advice in the following areas:

  • Financial Planning
  • Rollover Advice
  • Retirement Planning Strategies
  • Investment Advice
  • Portfolio reviews
  • Managed Investments
  • Investor Directed Portfolio Services (IDPS)
  • Social Security Advice
  • Succession Planning
  • Life Insurance
  • Estate Planning & Asset Protection Strategies
  • Savings Plans
  • Mortgage and Lease facilities

We invite you to contact us to Transfrom your Financial Future  

Phone:      08 9382 2225

Fax:           08 9382 2207

Email:       info@futurewealthplanners.com.au

Nothing contained on this website should be viewed as personal financial advice. No individual's financial circumstances, needs or objectives have been taken into account in preparation of this information.Prior to making any decisions we recommend that you consult your financial adviser.