Precept Financial Services
30 Hasler Road, Osborne Park, Western Australia, Australia
About Precept Financial Services
Welcome to Precept Financial Services, located in Osborne Park, Australia. As a trusted establishment in the finance industry, we are committed to providing exceptional financial planning services to help you navigate life's uncertainties with confidence.
At Precept Financial Services, our team of knowledgeable financial planners in Perth are dedicated to ensuring that you are well-prepared for whatever lies ahead. We believe that clarity is key when it comes to your future, and we strive to empower you to make informed decisions about your finances.
Take the first step towards financial security by requesting a free consultation with our experienced team. Simply complete the form below, and we will be in touch to schedule a meeting.
Don't just take our word for it - our clients have expressed their satisfaction with our services. Many have praised our ability to listen to their needs and provide clear explanations of complex financial concepts. One client even expressed immense gratitude for following our advice and investing in insurance premiums.
Our range of financial services is designed to help you achieve financial freedom and security. Whether you need assistance with insurance, income protection, trauma cover, or superannuation, our team is here to provide valuable advice tailored to your specific needs.
Since 1986, Precept Financial planners have been helping individuals in Western Australia gain financial freedom and security. We are passionate about changing lives for the better, and we believe that having a solid financial plan gives people the power, freedom, and confidence to live their best lives.
We understand that many individuals have carried the weight of financial burdens for far too long. That's why we are dedicated to guiding and directing our clients towards a clearer, brighter future. We have witnessed the transformation of countless hardworking individuals who have been able to shed their financial worries and embrace a more promising future with our guidance.
Please note that the information provided on this website is general in nature and may not take into account your specific objectives, financial situation, or needs. We encourage you to carefully consider your financial circumstances before making any decisions based on the information provided. For more detailed information, please refer to our Financial Services and Credit Guide.
As an authorised representative of Charter Financial Planning, Precept Financial Services Pty Ltd (ACN 140 538 147) as trustee for SF Unit Trust trading as Precept Financial Services adheres to the highest standards of professionalism and ethics. We are proud to be an Australian Financial Services Licensee and Australian Credit Licensee No. 234665.
Take control of your financial future with Precept Financial Services. Contact us today to request your free consultation and embark on a journey towards financial freedom and security.
Photos of Precept Financial Services
3/30 Hasler Rd, Osborne Park WA 6017, Australia
Opening hours of Precept Financial Services
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Precept Financial Services
"Absolutely shameful standards of practice. The values they are meant to up hold are: (a) trustworthiness; (b) competence; (c) honesty; (d) fairness; (e) diligence. Well let's just say fairness seems to be missing and as for acting in the public interest in their standards, its best to no say anything at all. They are good at charging for everything even when advice is not being asked for. Time for updating the Australian Financial Complaints Authority with this behaviour."
"I’ve been dealing with Precept for many years throughout my offshore career and have always felt they keep in touch and keep me up to date with the best financial advice, present and future. Ryan Erasmus has been very personable and attentive to my needs making the decisions of my financial future easy and confident."
"We have been dealing with precept for a number of years now and cannot recommend them highly enough. Ryan has been our main contact and he is always a wealth of knowledge in helping us with our changing financial situations. He is always prompt at returning calls and emails and happy to answer any and all of our questions."
"Janet from Precept has been my Financial Advisor for 10 years now. I have had great service and advice and as a result the growth in my Super portfolio has far exceeded my expectations. Absolutely would recommend to anyone."
"Ryan Sullivan has been our advisor for about a year......he has answered all our questions and has turned up on time. Always replied to emails and phone calls. Overall we have had honest statements and accurate information from the company and also found the North app to be detailed."
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