Invest WA, providing affordable financial planning advice to everyday Australians.

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Get in touch with our Financial Planning experts today. We offer the first hour appointment at no cost

Invest WA Corporate AR 456 367 Phillip Stevens AR 309484 of Prestige Wealth Advisers AFSL 480007 Corporate Representative 396051 & Sub Authorised Representative 501023 Of Australian Credit License 389 087 AFG | Privacy Policy.

How We've Helped Our Clients

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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

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

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

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

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

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

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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Invest WA's Personal Wealth Portal

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

Is tax something you are interested in learning more about?

At Invest WA we’ll show you how to minimise the amount you pay in tax each year and assist you in creating real wealth. – contact us for professional tax saving strategies that we have to offer.

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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

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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.

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Make the most out of your money

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

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Testimonials

“Phil is a highly knowledgeable professional with the ability to communicate ideas and opportunities in a manner that makes sense to everyone.”

Sallese WMay 2016

"With the services of the team at Invest WA, I have been able to acquire several investment properties as well as placing money into managed funds for further financial growth. With the knowledge and advice that was given to me by the advisors I have also been able to set myself up financially and leave the FIFO industry. I always recommend Invest WA to work colleagues and friends to take the step and have make an appointment because the opportunities that I have experienced since working with Invest WA are too good to miss."

Mike FMay 2016

“My wife and I thought we should get some advice for our retirement as it is not far away. I contacted a few financial advisers and after talking to Invest WA I believed they had our best interest at heart. There was no pressure and everything was explained in plain English so my wife and I could understand.”

Terry TMay 2016

“Phil and Kevin have always been excellent to deal with, both extremely well versed in their respective fields, I’ve always felt confident in their services.”

Ed DMay 2016

Insurance Payment- “You have got no idea how this news affects us, we are so grateful for what your team has done for us at Invest WA. This is life changing for us. Finally I can start thinking about my health rather than money issues, and try and get my head around work. ”

Darryl HJune 2016

*This is a summary of the experience of an actual Invest WA client. Profits, returns and tax deductions will vary per client and investment strategy. The above is not an endorsement to commence a specific investment strategy. Before making any investment decisions, you should seek the assistance of a qualified financial adviser.

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.