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Providing great, affordable advice to everyday Australians

Are you serious about achieving financial freedom and protecting your financial security?

We offer a first appointment at no cost to see how we can help you


Invest WA Pty Ltd is a Corporate Authorised Representatives (456367) of Professional Investment Services Pty Ltd AFSL 234951 | Privacy Policy.

How We've Helped Our Clients

Meet Mike

Meet Troy & Amanda

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Meet Terry & Allison

Meet Terry and Allison

Affordable Perth Financial Planning

If you are looking for quality financial planning advice and are serious about achieving financial freedom and protecting your financial security, Invest WA can help. Our primary focus is on the development of a financial planning strategy to maximise the resources available to each client.

Self Managed Super Funds

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Self Managed Super Funds

Get a clear picture of the benefits and risks involved and speak to our Self Managed Super Fund experts at Invest WA.

Mine Wise

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Mine Wise

We can show you how to make the most of your hard work by setting you and your family up for life and creating a financial strategy.

Plan for your Future

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Plan for your Future

When it comes to planning your retirement, we can help your dream become a reality by building a retirement strategy that is best suited for you.

Protect the things you love

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Protect the things you love

At Invest WA we can structure the right cover to ensure you and your family are well-protected and that an unexpected bump in the road does not stop you from reaching your goals.

Invest and Save Tax

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Invest and Save Tax

We’ll show you how to minimise the amount of tax you pay each year and create real wealth through smart investments by starting a regular investment plan.

Superannuation

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Superannuation

We can manage and consolidate your superannuation funds into the one. We will show you how to be smart with your superannuation and even kick-start your super.

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Watch our introduction video

If you are looking for quality financial planning advice and are serious about achieving financial freedom and protecting your financial security, Invest WA can help.

Our goal is to provide great, affordable advice to everyday Australians.

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Invest and Tax Advice

Invest and Tax Advice

Did you know that Tax is your biggest weekly, monthly and yearly expense? In fact the average income earner in WA is paying more than $18,000 in tax each year.

At Invest WA we’ll show you how to SAVE thousands in tax each year, create real wealth and even show you how the Government can pay 46.5% of your investments – contact us for amazing tax saving strategies that we have to offer.

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Self Managed Super Funds

Self Managed Super Funds

Are you thinking about starting a self-managed super fund and would like a clear picture of the benefits and risks involved? Here’s what you need to know.

  • How to take care of your super
  • Super is your money
  • We charge a flat fee
  • You can buy property using super
  • Combine super with family

Learn More

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Retirement Services

Retirement Services

We all know we will need to retire one day. But the question most often we get asked is. ‘Will I have enough? ‘

At Invest WA we have all the knowledge to help you get on the right track to retirement and give you peace of mind that your retirement objectives are met.

By reducing debt, increasing contributions to Superannuation and tax saving strategies, you can take the guess work out of your future.

Learn More

Make the most out of your money

Make the most out of your money

Our goal is to provide great, affordable advice to everyday Australians.

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As seen on

As seen on

Recent print, Television and radio coverage

  • Today Tonight
  • The West Australian
  • Red FM

Testimonials

Robbies Roar

Robbie's Roar

Invest WA are excited to be supporting, Robbie who at 5 and ½ months old contracted Meningococcal B septicaemia. As a result of this he has had amputations on all four of his limbs.

For more details and to help support Robbie, visit his Facebook and Everyday Heroes pages.

Facebook Everyday Hero's

Prefer to speak on the phone? We can give you a call back instead.

Sometimes it's just easier to speak with someone directly. We can give you a call for a free, no-obligation chat.

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