About Active Wealth

The Active Wealth team shares a common goal: providing independent financial advice to families and businesses in Perth and across Australia. We draw upon the combined experience of our advice and support team to provide our clients with the clarity and guidance they need to make confident life decisions with their wealth.

Built for the Long Term

As a privately owned practice, Active Wealth is here for the long haul. Through our own succession planning, we're committed to helping not just you, but your next generation as well. This long-term perspective shapes everything we do.

Comprehensive Wealth Solutions

We provide comprehensive solutions and strategies to ensure every aspect of your financial situation is working optimally for you. Whether you have straightforward or complex needs, we deliver a highly tailored service designed to support your financial success.

We Simplify Your Financial Life

Time is precious, and there are many things you'd rather do than sorting out your finances. That's where we come in. We handle the numbers and use our expertise to structure your financial arrangements so you can make informed decisions, optimise your tax position, and build wealth effectively.

Keeping You on Track

At Active Wealth, we pride ourselves on providing tailored wealth solutions informed by our up-to-the-minute knowledge of all the best financial options available. We start by listening to you and gaining a full understanding of your situation, dreams, and priorities.

With these individual insights, our wealth advisers will coach you through every phase of your life, keeping you on track to help you achieve your financial goals sooner. We're not just advisers—we're your partners in building a secure financial future..