'Guiding you along the right path
towards financial freedom'

astute strategic advice
SERVICES

 

Assurity Financial Planning focuses on providing you with the best financial advice tailored to suit your needs.

We take great pride in our ability to develop strong relationships with our clients and provide them with long term advice to ensure that they meet their financial goals.

OUR TEAM

 

Our friendly and professional advisers work with you to develop and implement strategies covering all aspects of your financial affairs.  We then monitor it and amend it moving forward as your situation changes to ensure that the plan continues to remain relevant to you and keeps you on track to meet your objectives.

 

OUR CLIENTS

Based out of Busselton, Western Australia, we primarily provide financial advice services to clients throughout the South West, including Bunbury, Margaret River, Dunsborough & Augusta, however, we are also able to assist clients further abroad with their financial planning needs.

 

ABOUT US

Assurity Financial Planning has been operating in the South West of WA for nearly 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. 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.

Our objective is to build a financial plan tailored to each client's situation which will enable them to achieve their financial goals. By listening to our clients and asking the right questions, we are able to determine where their priorities lie and thus focus on what is really important to them.

Once we have implemented a client's financial plan, the next step begins - to regularly review the plan and update it according to changes in their situation and government legislation.

 

CONTACT US

Assurity Financial Planning

Suite 2B, 9 Harris Road

Busselton, WA, 6280

 

Phone: (08) 9754 1133

Email: info@assurity.net.au

© 2017 by Assurity Financial Planning Pty Ltd

Assurity Financial Planning Pty Ltd ABN 80 129 171 624 (authorised representative number 1251792) T/A Assurity Financial Planning

is an authorised representatives of Mont Partners Pty Ltd ABN 33 627 827 776 Australian Financial Services Licensee number 511061.  Registered office 106 Burswood Road, Burswood, WA, 6100