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    • Home
    • About
      • ABOUT US
      • OUR CLIENTS
      • OUR TEAM
    • Services
      • WHEN WE CAN HELP
      • OUR SERVICES
    • Contact
  • Home
  • About
    • ABOUT US
    • OUR CLIENTS
    • OUR TEAM
  • Services
    • WHEN WE CAN HELP
    • OUR SERVICES
  • Contact
Perspective Wealth Management

Our Values

Client-First Focus

Client-First Focus

Client-First Focus

We put clients' values at the heart of everything we do.

Keep It Clear

Client-First Focus

Client-First Focus

We aim to make financial planning simple and empowering.

Always Accountable

Empower With Integrity

Empower With Integrity

We own our actions and deliver on promises.

Empower With Integrity

Empower With Integrity

Empower With Integrity

We aim to inspire trust through transparency and expertise.

Our Approach

At Perspective, we focus on YOU. We focus on what's important to you, why it's important, and what success looks like to you. Providing you with clarity and a purpose for each strategy creates an easy to follow path to achieving your goals. We also like to keep things simple, cutting through the day to day noise of personal finance so you have confidence and understanding of what you are doing and why you are doing it.

So, what are the costs...

We also understand the cost of advice is an important factor for you.  Whether you would prefer a fee for service arrangement or prefer a proactive approach as part of our Accountability Program, we provide our clients with options that cater for everyone's needs.


If you think financial advice is only for the wealthy, it's not! Our fee for service pricing includes a list of one-off fixed costs based on what you need. This structure is ideal for those starting their journey that have a specific area of focus. This offering lets you choose what you will pay, putting the control in your hands. 


Or maybe our Accountability Program is more your style? Ideal for people who want regular advice, updates, or require a comprehensive approach, these packages are designed to keep you on track.


The cost of an initial consultation is $330 where we will get to know you, detailed your objectives and provide an overview of your strategic options. 

  

View our Financial Services Guide & Adviser Profile 

 

Perspective Wealth Management Corporate Authorised Representative No. 1282906

Perspective Wealth Management Pty Ltd ABN 98 639 529 749

Authorised Representative of Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221


General advice warning:  This   information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness   of the advice for your circumstances before making any decision. You should   obtain and consider the relevant Product Disclosure Statement and seek the   assistance of an authorised financial adviser before making any decision   regarding any products or strategies mentioned in this communication. To the   maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility   for any loss suffered by any person arising from reliance on this information.


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