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Guiding you along the right path towards financial freedom

With over 30 years of experience we are one of the regions most respected boutique financial advisory firms.

South West | Dunsborough | Busselton | Margaret River

We help our clients achieve their financial goals

With over 30 years of experience we are one of the regions most respected boutique financial advisory firms.

 

Our friendly and professional team will work with you to develop and implement strategies covering all aspects of your financial affairs. By listening to you and asking the right questions, we are able to determine where your priorities lie and thus focus on what is really important to you.

 

We will monitor your portfolio and tailor it as your situation changes to ensure we remain on track to meet your objectives.

Our services

Insurance & Personal Risk Management

Personal Succession & Estate Planning

Retirement Planning

Investment Strategy & Portfolio Construction

Centrelink Advice

Superannuation Advice

Tax planning

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A fee structure you can understand

We operate on a simple fee for service basis and we were one of the first practices in the state to adopt such a fee structure.

 

As such, we do not accept any commissions from investment companies or financial institutions for investments which we place with them and we feel that this enables us to provide a more transparent fee structure to our clients.

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Contact Assurity Financial Planning

Suite 2B, 9 Harris Road

Busselton, WA 6280

Phone: (08) 9754 1133

Email: info@assurity.net.au

Office Hours

Monday -Thursday: 9.00am - 5.00pm

Friday: 9.00am - 4.00pm

After hours appts upon request

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