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Perth, Western Australia · October 2026 figures

Best financial planning businesses in Perth, WA

The highest-ranked financial planning businesses in Perth, WA are Capital Managers (5.0 from 193 reviews), Voyage Financial (5.0 from 153 reviews) and Wealthwise (5.0 from 116 reviews). 73 are ranked here by rating floor.

Ranked
73
Median rating
5.0
Reviews behind the list
2,552
Open Saturday
4 of 72

Compare the top 10 How the ranking works

The ranked list

  1. 1

    Capital Managers

    West Perth

    5.0 from 193 reviews Floor 4.88

    (08) 9443 9455Website
  2. 2

    Voyage Financial

    West Leederville

    5.0 from 153 reviews Floor 4.87

    Website
  3. 3

    Wealthwise

    Osborne Park

    5.0 from 116 reviews Floor 4.85

    (08) 9380 6333Website
  4. 4

    A & T Financial Advisers Pty Ltd

    Joondalup

    5.0 from 101 reviews Floor 4.84

    (08) 9301 4259Website
  5. 5

    Partners Wealth Group

    Perth

    5.0 from 98 reviews Floor 4.83

    (08) 6436 2100Website
  6. 6

    Approved Financial Planners

    Floreat

    5.0 from 93 reviews Floor 4.83

    (08) 6462 0888Website
  7. 7

    Mal Dobson & Associates

    Willetton

    5.0 from 81 reviews Floor 4.82

    (08) 9259 5111Website
  8. 8

    Boutique Advisers Pty Ltd

    Subiaco

    5.0 from 65 reviews Floor 4.80

    (08) 9381 8779Website
  9. 9

    Preston Wealth

    Como

    5.0 from 63 reviews Floor 4.79

    (08) 6336 9449Website
  10. 10

    Proactiv Financial Solutions

    Willetton

    5.0 from 62 reviews Floor 4.79

    0408 505 877Website
  11. 11

    Barns Financial Services

    Canning Vale

    5.0 from 61 reviews Floor 4.79

    (08) 9256 5504Website
  12. 12

    Empire Financial Group

    East Perth

    5.0 from 54 reviews Floor 4.78

    (08) 9323 3000Website
  13. 13

    R&R Wealth Solutions

    Cockburn Central

    5.0 from 49 reviews Floor 4.76

    (08) 9417 3881Website
  14. 14

    Evolve Wealth Management

    Stirling

    5.0 from 46 reviews Floor 4.76

    (08) 9349 2269Website
  15. 15

    The Wealth Designers

    West Perth

    4.9 from 131 reviews Floor 4.76

    1300 893 000Website
  16. 16

    Falcon Wealth Management

    West Perth

    5.0 from 43 reviews Floor 4.75

    (08) 6245 7977Website
  17. 17

    HPH Solutions

    Como

    4.9 from 103 reviews Floor 4.74

    (08) 9200 3123Website
  18. 18

    Wealth Lens

    Como

    5.0 from 39 reviews Floor 4.74

    0402 460 883Website
  19. 19

    Acumen Wealth Management

    Subiaco

    5.0 from 37 reviews Floor 4.73

    (08) 9382 8808Website
  20. 20

    Fortitude Wealth

    South Perth

    5.0 from 37 reviews Floor 4.73

    (08) 9381 6811Website
  21. 21

    Scope Advisory

    West Perth

    5.0 from 34 reviews Floor 4.72

    1300 566 688Website
  22. 22

    Capital Partners Private Wealth Advisers

    West Perth

    5.0 from 32 reviews Floor 4.71

    (08) 6163 6100Website
  23. 23

    Wealth Collective Financial Advice

    Osborne Park

    5.0 from 31 reviews Floor 4.71

    (08) 9202 6833Website
  24. 24

    Affluence Private Wealth

    West Perth

    5.0 from 29 reviews Floor 4.70

    (08) 9381 2704Website
  25. 25

    Inspired Money

    West Perth

    4.9 from 53 reviews Floor 4.67

    (08) 6222 7909Website
  26. 26

    Vantage Wealth Management Perth

    West Perth

    5.0 from 23 reviews Floor 4.66

    (08) 9215 5000Website
  27. 27

    Blueprint Wealth

    South Perth

    4.8 from 106 reviews Floor 4.64

    (08) 9423 0300Website
  28. 28

    Cornish Wealth Management

    Mount Lawley

    4.9 from 38 reviews Floor 4.63

    (08) 6143 3792Website
  29. 29

    Gallagher Insurance, Risk Management & Consulting

    Burswood

    4.8 from 88 reviews Floor 4.63

    (08) 9368 6030Website
  30. 30

    Think Capital

    Ascot

    5.0 from 19 reviews Floor 4.62

    Open Saturday

    Website
  31. 31

    Andep Investment Consultancy

    Perth

    5.0 from 18 reviews Floor 4.61

    (08) 9225 5899Website
  32. 32

    Knight

    Subiaco

    4.9 from 31 reviews Floor 4.61

    (08) 9367 8133Website
  33. 33

    Byfields Wealth Management

    Burswood

    5.0 from 17 reviews Floor 4.60

    (08) 9416 2222Website
  34. 34

    Iconic Wealth

    Perth

    5.0 from 17 reviews Floor 4.60

    0434 078 341Website
  35. 35

    Alder & Partners Private Wealth Management

    Nedlands

    4.9 from 27 reviews Floor 4.58

    (08) 9386 1900Website
  36. 36

    Core Wealth Financial Planning

    Hillarys

    5.0 from 15 reviews Floor 4.58

    (08) 6243 3700Website
  37. 37

    Helm Capital Pty Ltd

    Mount Pleasant

    5.0 from 14 reviews Floor 4.56

    (08) 9316 4801Website
  38. 38

    Provident Financial Services

    Nedlands

    5.0 from 14 reviews Floor 4.56

    (08) 9442 0000Website
  39. 39

    Uprise Financial Pty Ltd

    Claremont

    5.0 from 14 reviews Floor 4.56

    1300 689 940Website
  40. 40

    Fortis Wealth Management

    South Perth

    5.0 from 12 reviews Floor 4.53

    0437 782 836Website
  41. 41

    Opus Wealth

    Mount Lawley

    5.0 from 12 reviews Floor 4.53

    0414 958 014Website
  42. 42

    Quest Advisory Group

    Leederville

    5.0 from 11 reviews Floor 4.50

    1300 120 455Website
  43. 43

    Viridian

    Perth

    5.0 from 11 reviews Floor 4.50

    1300 187 345Website
  44. 44

    Incito Wealth Pty Ltd

    Ascot

    5.0 from 9 reviews Floor 4.45

    (08) 9381 5407Website
  45. 45

    Kensington Wealth

    Joondalup

    5.0 from 9 reviews Floor 4.45

    (08) 9427 1700
  46. 46

    Paul Turner - Financial Planning

    Osborne Park

    5.0 from 9 reviews Floor 4.45

    (08) 9380 6333Website
  47. 47

    Bellwether Perth CBD

    Perth

    4.8 from 21 reviews Floor 4.44

    (08) 9225 4462Website
  48. 48

    4C Wealth

    West Perth

    5.0 from 8 reviews Floor 4.42

    0437 612 058Website
  49. 49

    Forrest Private Wealth

    Subiaco

    5.0 from 8 reviews Floor 4.42

    (08) 9382 1866Website
  50. 50

    Intuitive Financial Services

    Osborne Park

    5.0 from 8 reviews Floor 4.42

    (08) 9340 5800Website

More in Perth

Financial Planning Businesses elsewhere in Western Australia

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists. Nothing here is paid for or verified by Calso. How the ranking works.