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Financial Advisors in Perth

Trusted financial advisors in Perth— Setch Group

Whether you’re a young family or individual looking to grow your wealth, a family or individual planning for the future or someone approaching retirement, Setch Group provides tailored financial solutions to meet your specific needs.

Evaluate our range of financial planning services and contact us today.

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Learn how we can help you ACHIEVE your financial goals.

Why work with a Perth financial advisor 

Financial Advisors have an important part to play in the lives of people in Perth.

If Western Australia were a country it would have one of the highest GDP per capital in the world. It is made up of highly skilled people in a range of industries, and is the engine of Australia. Perth being the capital is the centre of lifestyle and activity. Given the WA economy and the skill of its people, financial advisors are able to support their clients with wealth accumulation. Our clients know what they do, and we know what we do, and we can do alot to help our clients to generate independent wealth.  

The challenge for the best financial advisors in Perth is to help clients use the window in which they have high incomes for financial independence and wealth accumulation.

At Setch, we support our clients to build a better financial future by assisting them to make wise financial decisions on an ongoing basis, and through the ups and downs of the economy and personal life.

Here are some of the areas we have assisted clients with over the years:

Financial planning advisors in Perth support clients with wise decisions over time through property investing, rent-vesting and superannuation investments. 

Have your needs heard by respected financial advisors in Perth 

The best financial advisors in Perth understand the client’s personal circumstances and customise their financial planning to the financial environment in Perth. These circumstances are highly varied in Perth. For instance, some clients are looking to buy or upgrade to another property in area which is family friendly, while many already have the property they want and are looking to grow their investments. Many of our clients are new to money management and need guidance to make smarter financial choices. 

We find that clients in Perth can benefit from a financial planning advisor who includes super in their strategies and plans to create wealth through compound returns and diversification. It’s important for clients to know what investments are in their best interests when undertaking financial planning for their future. Our investment portfolios are transparent and based upon careful consideration by our Investment Committee.

Ready to take control of your financial future? Speak to Setch Group today.

It is never too late to start your journey to financial independence. At Setch, we work with our clients to turn challenges into opportunities and help them optimise their financial position. Book a no-obligation consultation with us today to get started.

Frequently asked questions

A financial advisor helps you optimise your financial position and develop a plan for wealth growth. Using their understanding of the legal and financial framework in Australia and knowledge of the economic and geographic market, financial advisors in Perth develop plans and strategies to help you achieve your financial goals.

From asset management to strategic budgeting, retirement planning and more, financial advisors help you to make wise financial decisions over time, which results in improved financial outcomes and investments.

A financial advisor offers tailored advice and expert guidance to help clients master their finances. So, if you want to improve your financial well-being and build wealth to better support your future, you need a financial advisor.

The way to find the best financial advisors in Perth is to conduct research online to find a team that best fits your needs. Setch Group specialises in financial planning and investment management. We tailor strategies to our client’s goals and provide ongoing support to our clients to make wise financial decisions.

Setch is a national financial advice and planning practice with clients in diverse financial positions and varied industries. Our expertise lies in our ability to optimise the financial position of our clients. We take the time to understand their personal circumstances and develop plans for investment to build wealth.

We also have an Investment Committee with highly skilled and experienced members who find the right investments for each client. Our team provides regular updates on the status of your investments and works with you on an ongoing basis to make wise financial decisions over time.

An Investment Committee is made up of a group of highly experienced and expert investment professionals. The Investment Committee monitors markets and geographies, and uses its individual and collective understanding of investment products to construct investment portfolios tailored to clients. At Setch, we have a highly experienced and expert investment committee to monitor and make recommendations to our clients about their investment portfolios. Our Investment Committee evaluates Australian super performance comparatively and uses qualitative and quantitative factors to construct portfolios for our clients.