Clicky

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

Get in touch with us today!

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

    Meet Mike

    Meet Troy & Amanda

    tile-bg

    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

    icon

    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

    icon

    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

    icon

    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

    icon

    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

    icon

    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

    icon

    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.

    Divider Line


    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.

    Video

    Divider Line


    IMAGE – Invest and Tax Advice

    feature1

    Invest and Tax Advice

    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.

    Learn More


    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

    IMAGE – Self Managed Super Funds

    feature2


    IMAGE – Retirement Services

    feature3

    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.

    Get in touch Learn more

    As seen on

    As seen on

    Recent print, Television and radio coverage

    • Today Tonight
    • The West Australian
    • Red FM

    Testimonials

    *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.

      General Advice Warning: The information provided on this website is general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Tailormade Financial Strategies Pty Ltd Advisor before you make any decisions regarding any products mentioned on this website. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither TFS, Invest WA nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.


      © Copyright 2021 Invest WA Pty Ltd.
      top