GET YOUR FREE CONSULTATION NOW.
Our initial consultation is free of charge and obligation free. This allows you the freedom to work out if our service offering is right for you.
Read More Contact Us
Aged Care Specialists
Our specialist training distinguishes us from the mainstream. With additional knowledge and services, we are able to help our clients achieve their financial goals.
Read More Contact Us
Helping People Become Financially Independent
We provide our clients with clear direction, remove uncertainty and avoid pitfalls in their journey toward financial freedom.
Read More Contact Us
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.
read more
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.
Read More
Retirement Planning – This service allows us to assist out clients with a long-term view to achieving their individual financial goals.
Read More
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
Read More
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
- Peter Mowczan- Erica08 9316 2250 / 0411 355 153
Suite 1, 137 Burswood Road, Burswood WA, 6100
PO BOX 1557, Applecross WA 6953