A Financial Adviser Who Understands How Perth Earns and Lives
Perth’s finances often look different to the rest of the country. A large share of the city’s income is tied to resources, mining, construction and the services around them, which means strong pay, but often pay that comes in uneven blocks: rosters, overtime, contract work and bonuses.
That creates a familiar pattern. A FIFO worker earning well can still reach their mid-thirties with little to show for it beyond a big mortgage and a new ute. A dual-income family in Joondalup or Baldivis may be doing well on paper but has no real plan for super, insurance or the kids’ schooling. A couple in Applecross or Cottesloe may have built solid assets but aren’t sure how to turn them into retirement income.
Closing those gaps is often less about earning more and more about structuring what you already earn so it’s working: getting the tax position right on a high income, putting surplus cash into a deliberate investment strategy, and reviewing whether your insurance is appropriate if you were unable to work.
We advise Perth clients online, from the CBD and inner suburbs like Subiaco and Mount Lawley, through the northern and southern corridors, down to Fremantle, Rockingham and Mandurah.
This is also reflected in independent recognition rather than our own claims: My Wealth Solutions holds a 4.9 Google rating across 300+ reviews, and the practice has been recognised with awards including GPS Wealth Practice of the Year and multiple IFA Excellence Awards.
