Whether you are preparing for retirement, building long-term wealth, protecting your family, or navigating complex financial decisions, AFP helps you move forward with practical advice tailored to your life.
years guiding Perth clients
Google reviews from clients
5-Star (★★★★★)
clear path to your next step
"Will my money actually last?"
"Am I making the most of my investments?"
"What will retirement actually cost?"
"Is my family taken care of if I'm not here?"
Why do some people seem to effortlessly grow their wealth, while others struggle year after year to make progress?
Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next.
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Bring structure to debt, cash flow and long-term planning without feeling overwhelmed by technical details.
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Ensure your family and assets are protected for the future.
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Create a practical retirement strategy with clearer income planning, super decisions, and confidence about what happens next.
Whether you are planning your exit from work, restructuring your assets, or simply want to know where you stand, we provide clear, strategic advice tailored to your goals.
Bring structure to debt, cash flow and long-term planning without feeling overwhelmed by technical details.
From superannuation strategy and investment planning to estate protection and retirement income, our advisors provide comprehensive, integrated advice for clients with significant assets.
Coordinate insurance, estate planning, and broader financial decisions so your plan holds together when life changes.
With over 40 years of combined experience, our advisers are among the most trusted in Perth. We build long-term relationships, not just financial plans.
Since 2005, Approved Financial Planners has helped individuals, families, and business owners in Perth take control of their finances with clear, practical, and personalised advice. We don't sell products, we build lasting relationships grounded in trust, transparency, and your best interests.
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★★★★★
We have been working with Daniel for several years, managing our finances and helping us prepare for retirement.
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★★★★★
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Advice process
Lower anxiety, make the first meeting feel safer, and help you understand exactly how your plan comes together.
STEP 01
We begin with what matters to you, where things feel uncertain, and what kind of progress you want to make.
STEP 02
Together, we'll quantify your current position and arrive at your goals and objectives.
STEP 03
We'll go to work and develop a strategy that will get you to where you want to be.
STEP 04
We'll meet to review the plan together in detail and answer any questions you have.
STEP 05
We'll implement the plan on your behalf and review progress annually.
Thanks, Dan and staff, for the annual review. The thanks, Dan and staff, for the annual review. The forecasting software, Growth of the funds, and Super has been robust in the last 12 months, and the advice for the next 12 months taken on board.
Tim Palmer
We have been clients of Approved Financial Planners since 2018, and we couldn't be happier with the service they've provided over the years. The advice that we have received has been instrumental in our financial growth. Daniel takes time to truly understand where we are in our financial journey and provides tailored advice to keep us on track.
Erwin Norbert Babooram
We have been consulting with Dan and the team at Approved for several years and are pleased with the level of service. The team's industry knowledge and attention to detail allow for strong communication and trust in the process. The online portal allows for easy access to predictions, goals, and portfolio snapshots.
Jeffifer Mohr
