Who we are
At Perspective Advice, we are an experienced, friendly team who specialise in providing aged care advice in Perth. We take pride in providing a very personal service catering to clients’ individual needs, goals and objectives. We have been in Advisory Practice since 2002 and have provided advice to hundreds of clients within Perth and throughout Australia. Our Principal Adviser, Satendra Varma, is highly trained and an accredited Aged Care Professional. Satendra holds a Diploma in Financial Advising from Securities Institute of Australia (now FINSIA).
We take each situation on its own merits and provide advice accordingly. We are a Fee For Service business.
What we do
Our specialist training in Aged Care Advice allows us to crate a financial strategy for those moving into Aged Care Facilities. We are there to support our clients and their families through this transition. We listen, review and understand your current position, paraphrasing along the way to ensure that we have correct understanding and make changes to reflect current and accurate situation. We then analyse information and formulate recommendation as per the clients’ personal needs, goals and objectives. Once our Statement of Advice is completed, we then present and discuss our recommendations. Again reiterating to ensure that the clients’ accurate information was taken and that the client understands the proposed strategy, encouraging asking questions and seeking clarification along the way. We then reach agreement and implement agreed strategies. Moving forward, we work together to ensure success.
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.
We use easy to understand language, tables and graphs for a visual explanation to ensure you understand exactly what needs to be done and why. We remove uncertainty and give you the confidence to move forward, knowing that all options have been considered and avoiding the pitfalls.
As most of our clients are time poor, we create effective strategies to secure our client’s financial future while saving busy clients their valuable time.
Our personalised service does not stop at the implementation of advice. We provide an annual review service and ongoing advice to meet your needs as they change. We encourage our clients to ask questions at any point in time.
Here at Perspective Advice, our clients privacy is highly prioritised. We believe in building a trust based, ethical relationship with our clients. Our confidentiality systems to ensure all client sensitive information is protected and stored.
Our specialist training in aged care advice differentiates us. With knowledge and expertise in this area of Financial Planning, we are able to help alleviate confusion and provide our clients with knowledge, clarity and a high level of service.