'Guiding you along the right path towards financial freedom'

Business Meeting

Assurity Financial Planning has been operating in the South West of WA for over 30 years. Originally starting out as a Busselton based insurance business, we have evolved into 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.

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.

Assurity Financial Planning

Suite 2B, 9 Harris Road

Busselton, WA 6280

Phone: (08) 9754 1133

Email: info@assurity.net.au

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