Business Details
Your Trusted Partner for Retirement Planning Solutions
We are a Western Australian family practice with decades of experience in retirement planning. Our mission is to guide clients toward a financially secure lifestyle by creating tailored strategies that grow and protect wealth. With over 20 years of expertise, we specialise in addressing the unique needs of pre-retirees and retirees. Our self-licensed status through ASIC ensures independence, while our degree-qualified advisers provide comprehensive financial solutions. We prioritise ongoing support, regularly reviewing plans to adapt to life's changes.Our award-winning software and external research partnerships enable custom-designed investment portfolios. Clients value our trusted partnership, transparent communication, and commitment to delivering peace of mind. We collaborate with accountants and lawyers to offer holistic advice, ensuring every aspect of your financial future is secured. Our proven process has helped hundreds of Western Australians achieve their retirement goals, allowing them to focus on enjoying life's next chapter.
Services
Retirement Planning
Financial Planning
Investment Portfolios
Ongoing Financial Advice
Tax and Estate Planning Referrals
Highlights and features
- We offer over 20 years of specialised retirement planning expertise.
- Our team includes degree-qualified advisers with additional certifications.
- We operate independently under our own Australian Financial Services Licence.
- Our award-winning financial planning software ensures precise, custom solutions.
- We provide comprehensive ongoing advice to adapt to changing life circumstances.
Associations and certifications
- Australian Financial Services Licence Number 506053
- Financial Advice Association of Australia
What people say
Peace of mind
Expertise and knowledge
Trusted partner
Personal interest
Good advice
Services
Retirement Planning
We develop tailored retirement plans to ensure financial security and longevity. Our process begins with understanding your goals, assets, and risk tolerance. By combining market insights and custom strategies, we create roadmaps to help you achieve your ideal retirement lifestyle while adapting to life's changes.
Financial Planning
Our comprehensive financial planning covers investment strategies, tax efficiency, and estate planning. We assess your entire financial picture to build sustainable plans. Regular reviews ensure your strategy evolves with market conditions and personal circumstances, providing long-term confidence in your financial future.
Investment Portfolios
We design custom investment portfolios specifically for retirees, addressing market sequencing risks. Through diversification across asset classes and regions, we aim to preserve capital while generating sustainable returns. Our award-winning software ensures precise, client-focused investment solutions.
Ongoing Financial Advice
We provide regular reviews and updates to your financial plan. This ensures your strategy adapts to legislative changes, market conditions, and personal milestones. Our proactive approach helps maintain alignment with your retirement goals throughout your post-work years.
Tax and Estate Planning
We coordinate with accountants and legal professionals to address tax efficiency and estate planning needs. Our holistic approach ensures your financial plan includes strategies for wealth transfer, wills, and tax compliance, providing comprehensive protection for your legacy.
Questions
What services do you offer?
We specialise in retirement planning, financial planning, custom investment portfolios, and ongoing financial advice.
How long have you been in business?
We have over 20 years of experience helping Western Australians plan for retirement.
What makes your investment approach unique?
Our portfolios are designed specifically for retirees, addressing market sequencing risks through diversification.
How do you work with other professionals?
We collaborate with accountants and lawyers to provide holistic financial solutions for clients.
Are you independently licensed?
Yes, we hold our own Australian Financial Services Licence through ASIC.
What areas do you serve?
We primarily serve clients across Western Australia, including South Perth.
Reviews (1)
Jarret Riley
Jun 14, 2016
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I've been using Leanne and Fortyseven group for a few years now and would recommend them to anyone needing advice and accounting solutions. Their service is amazing and the advice has helped me in making important business decisions.
