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About Us

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
(now FINSIA).

We are specialists in the area of Aged Care Advice in Perth and have helped many clients reach their financial goals.
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Our Services

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.
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Retirement Planning – This service allows us to assist out clients with a long-term view to achieving their individual financial goals.
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Superannuation – We ensure that your super is invested as per your risk profile and that it is on track with your long-term view of financial planning
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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.

Time Efficiency

As most of our clients are time poor, we create effective strategies to secure our client’s financial future.

Ongoing Service

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.

Financial Freedom

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.

Client Says

Featured Articles

- Peter Mowczan

"As a client in the mature age bracket for many years with Perspective Advise, I have, with my wife have found Perspective Advise very helpful in planning our financial future. Through Perspective, we were able to set up parameters in which various options were presented to achieving certain goals which eventually will help us to establish a comfortable and reasonably secure retirement plan. We established a secure and confidential relationship with Perspective Advise, that it was comfortable to express our complete financial background without any reservations and in return, we received straightforward pros and cons on their recommendations on strategies ...

- Erica

"Satendra was very professional in his approach to allaying my concerns regarding how I would meet the cost of my husband’s residential care in the care home of my choice.  I have no hesitation in recommending Satendra for financial advice relating to aged care"

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