Perspective Wealth Management

Welcome to Perspective Wealth Management, a boutique financial services firm located in Bundall, Australia. Our office is situated on Ouyan Street, providing convenient access for our clients. As an establishment focused on finance, we are a point of interest for individuals seeking comprehensive financial advice.

At Perspective Wealth Management, we believe in taking a holistic approach to financial planning. Our goal is to provide you with a clear view of your ideal 'big picture' and help you gain an understanding of what truly matters to you. We strive to offer a different perspective, enabling you to see life's possibilities and unlock your full financial potential.

With a commitment to prioritizing what's important, we offer bespoke financial solutions tailored to your unique needs and goals. Our team is dedicated to delivering exceptional service and meaningful results, ensuring an outstanding overall customer experience.

As a boutique firm, we pride ourselves on our ability to focus on our clients. We understand that your situation, needs, and goals are unique, and we dedicate our time and resources to providing personalized advice. While we are a smaller firm, we have the backing of institutional resources and research to ensure our advice remains current in the fast-paced financial landscape.

We also believe that financial advice should be affordable for all individuals. That's why we have two unique pricing structures that put the control back in your hands. However, our ongoing service packages are limited to just 100 people, so act quickly to secure your spot.

If you're ready to start your financial journey, click the link below and get in touch with us today. We are here to guide you towards a brighter financial future and help you alter your perception to alter your reality.

Please note that Perspective Wealth Management is operated by Joshua Kelly and Perspective Wealth Management Pty Ltd, ABN 98 639 529 749. We are authorized representatives of Millennium3 Financial Services Pty Ltd (Millennium3), AFSL 244252. The information provided on this website is a summary only and should not be considered as investment advice or securities recommendations. It is intended for general information purposes and does not take into account specific investment objectives, financial situations, or needs. We strongly recommend seeking professional advice before making any financial decisions. Additionally, please consult the relevant Product Disclosure Statement available from your financial planner. This website is intended for Australian residents only.