At Perspective Advice, we are very much client focused. Our Principal Financial Planner, Satendra has worked in a large financial institution from 1997 to 2002. He has been operating and running his own business since 2002. With his wealth of experience and knowledge, he can guide you through your financial journey with ease and comfort.
Satendra holds a Diploma in Financial Advising from Securities Institute of Australia
We are specialists in the area of Aged Care Advice in Perth and have helped many clients reach their financial goals.
Aged Care Advice – Our specialist training in financial planning allows us to create a financial strategy for those moving into aged care facilities. We are there to support our clients and their families through this transition.
Why People Choose Us
Custom Tailored Advice
We listen to you and understand your current position, work out a strategy that best suits you before offering a solution.
As most of our clients are time poor, we create effective strategies to secure our client’s financial future.
Our personalised service does not stop at the implementation of advice. We provide ongoing advice.
How Can We Help
We make it a point to understand each scenario on its own merits by listening to what your goals and objectives are. What are your aspirations? We then put together a strategy that meets your needs.
We ensure you can meet your current and future financial obligations comfortably.
Peace of Mind
Our comprehensive statement of advice provides peace of mind, knowing you have explored all options and avoided pitfalls.
Transition to Aged Care Facility
We ensure a smooth and comfortable transition to an aged care facility through a thorough assessment of your financial position, strategy creation and implementation.
Support During Transition to Aged Care Facility
We understand the transition process can be can be both financially and emotionally challenging. We are here to support you and your loved ones through this journey.
08 9316 2250 / 0411 355 153
Suite 1, 137 Burswood Road, Burswood WA, 6100
PO BOX 1557, Applecross WA 6953