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Approved Financial Planners
437 Cambridge Street, Floreat, Western Australia, Australia
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About Approved Financial Planners
Welcome to Approved Financial Planners, your trusted establishment in the heart of Floreat, Australia. As a leading finance institution, we are dedicated to helping you own your tomorrow today by providing expert financial advice that helps you achieve your financial goals.
We understand that making investment and financial planning decisions can be daunting, which is why we are here to help you take control. At Approved Financial Planners, we empower our clients to make the right choices and find their financial freedom. Our approach to financial planning is efficient, professional, and simple, challenging the traditional methods to provide a better solution.
Our team of experienced financial advisers can provide expert advice on retirement planning. We understand the importance of superannuation as a tax-effective vehicle for long-term investment and saving for retirement. Whether you need guidance on superannuation or are interested in managing your retirement funds through a Self-Managed Super Fund (SMSF), our Approved Financial Advisors are here to assist you every step of the way.
With a variety of investment avenues available, it can be overwhelming to determine which one suits you best. Our financial advisers have the expertise to help you make these important decisions. We take a holistic approach to your financial wellbeing, prioritizing protection of your assets before building your retirement savings.
We believe in empowering our clients to take charge of their spending and debt obligations as a critical step towards financial freedom. Our financial advisers are highly experienced in estate planning processes, understanding that it goes beyond just making a Will. Additionally, we offer key financial planning services for businesses, ensuring your business's financial wellbeing.
But don't just take our word for it. Our satisfied clients speak highly of our services. From feeling understood and supported during challenging situations to trusting us with their future, our clients appreciate the clear explanations and readiness to lighten their load. With a friendly and helpful team, we strive to make your experience with us as seamless as possible.
At Approved Financial Planners, we pride ourselves on providing excellent service, addressing your needs effectively, and working in your best long-term interests. Our team of professionals is committed to managing your investments, insurances, loans, and superannuation with utmost care and expertise.
Contact us today at our Floreat address or visit our website for more information. Please note that the information provided on this website is general in nature and does not take into account your individual objectives, financial situation, or needs. We encourage you to consider your own financial situation and needs before making any decisions based on the information provided.
Approved Financial Planners Pty Ltd holds an Australian Financial Services Licence (AFSL 536864) and is dedicated to providing you with the highest level of service and expertise. Trust us with your financial future and experience the difference for yourself.
Photos of Approved Financial Planners
7/437 Cambridge St, Floreat WA 6014, Australia
Opening hours of Approved Financial Planners
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 Approved Financial Planners
"Awesome experience so far, Raf our advisor has been great with me and my partner. Always has a smile on his face, really kind and explains to us everything if we don’t understand. Looking forward to future plans with his team."
"The advisers at Approved Financial Planners are knowledgeable and passionate about what they do. They cover all your financial needs with a holistic approach. As a client, you receive the true value of financial planning. I highly recommend Approved Financial Planners!"
"Our friends recommended Daniel at Approved Financial Planners to help with setting up our retirement requirements. The best thing we ever did before retiring. We totally agree with others in their praise for Daniel and the team, for the professionalism, caring attitude, and expert knowledge and guidance we have received."
"We have worked with Dan and his team at Approved Financial Planners and have found them nothing but professional and fantastic to work with. Dan's expertise has helped us to understand our financial investments and put together a yearly financial plan. Its really reassuring to work with Dan to keep us on track and answer any of our finance related questions. I would highly recommend Approved to anyone who is wanting to get serious about their financial planning. Dean and Kat Roberts"
"My husband and I have been working with Dan and Jackie for the past 8 months to set up our future. We have no experience with financial planners, or anything in the space of financial planning, but Dan and Jackie have been excellent in reviewing our circumstances, recommending products, and helping us get everything started. They are honest, have kept us up to date along the way, and nothing ever seems too much trouble. We feel extremely confident in what they’ve set up for us, and are excited to continue working with them as we build our finances."
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