Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Astute Financial Services (WA) we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

How we can help

At Astute Financial Services (WA), our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

We make the complex simple.

Your local financial partners

Astute Financial Services (WA) commenced in 2019 with the primary aim of helping our clients achieve financial security.

The attraction of running our own business after several years of employment as a salaried adviser was profound – we wanted complete freedom to work with our clients – providing them with the assistance they required and always working in their best interests.

We coined the statement “Money made Simple” after we observed that many clients lacked financial knowledge and the confidence to take control of their financial situations and achieve their dreams.

When it came to the basics of saving and investing for the future and managing and building their superannuation, many expressed that they were unsure how to even get started. Having heard negative stories of investments gone wrong they were fearful of risk.

They had limited knowledge of wealth creation and believed that they couldn’t afford wealth protection.

Our belief is you can’t have one without the other. We pride ourselves on working closely with our clients to deliver long-term solutions, supporting our clients to retire living the life they want to live rather than the one they can afford.

No two clients are the same, each has different goals. On that basis we apply a customised approach, spending the time to get to know their unique circumstances and deliver an individualised financial plan that meets their personal objectives.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Kind words from our clients

My experience with Brett has been nothing but awesome! With Brett's help and guidance, he assisted me in finding the right insurance policies to fit my needs. I wholeheartedly recommend Brett and the services he is offering.

"Brett makes it easy for me as I hate going through loads of paperwork. I know I can trust him to do the right thing by me"

"My wife and I found Brett to be very informative and helpful in all aspects of our superannuation requirements as we near retirement age and we appreciate his work ethics. He explains all things very clearly Allan Bool"

"From the moment I contacted Brett I felt like I had known him for years. I am not very knowledgeable about super, life insurance etc so having Brett spend the time and effort explaining it to my wife and I was great relief. We have recommended Brett to family already and certainly feel confident they will be treated with the same level of professionalism and respect afforded to us."

"Brett is an exceptional advisor who cares about his clients. I highly recommend his honest service and down to earth approach. Brenden - Kingsley."

I understand I was Brett’s first client for his business and his standards have not changed since, he has always been very professional. Brett really strives to ensure that I understand the recommendations with clear reasonings and then outlines the different products available to suit these strategies. Could not ask for more and have recommended clients to Brett