How We've Helped Our Clients
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Make the most out of your money
*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.
“Phil is a highly knowledgeable professional with the ability to communicate ideas and opportunities in a manner that makes sense to everyone.”
"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."
“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.”
“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.”
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. ”