Comprehensive Wealth Management Solutions in Perth
Transform your financial aspirations into reality with Active Wealth's comprehensive wealth management services. Our Perth-based team of financial experts understands that building lasting wealth requires more than just good intentions – it demands strategic planning, disciplined execution, and ongoing optimisation.
We create personalised wealth-building strategies that streamline your resources, eliminate inefficiencies, and accelerate your path to financial independence. Whether you're starting your wealth journey or looking to optimise existing assets, our tailored approach ensures every dollar works harder toward securing your long-term financial stability.
Active Wealth
Strategic Investment Management
Your investments should grow consistently while protecting against unnecessary risks. Our investment management service combines institutional-grade research with personalised portfolio construction, ensuring your investment strategy aligns perfectly with your goals, timeline, and risk tolerance.
Our experienced investment team focuses on optimising returns through diversified portfolios, strategic asset allocation, and active risk management. We provide ongoing monitoring, regular rebalancing, and transparent reporting so you always understand how your investments are performing. Trust us to manage your wealth with the precision and care it deserves, delivering long-term financial security through proven investment strategies.
Active Wealth
Comprehensive Risk Protection
Protecting your wealth is just as important as building it. Our comprehensive risk management approach identifies potential threats to your financial wellbeing and implements robust protection strategies before problems arise.
Through detailed risk assessments, we evaluate your exposure to market volatility, income disruption, liability risks, and unexpected life events. We then design and implement effective mitigation plans that shield your assets and lifestyle from unforeseen circumstances. Our proactive approach ensures you maintain financial stability and peace of mind, regardless of what life throws your way.
Active Wealth
Superannuation Optimisation
Your superannuation is likely your largest asset – shouldn't it be working as efficiently as possible? Our comprehensive superannuation advice service ensures your retirement savings are optimally structured for your current life stage and future objectives.
Our super specialists conduct thorough reviews of your existing arrangements, analysing fees, investment performance, insurance coverage, and contribution strategies. We identify opportunities to boost your retirement savings through salary sacrifice, personal contributions, and investment rebalancing. With continuous monitoring and strategic adjustments, we keep your superannuation on track to deliver the retirement lifestyle you deserve.
Active Wealth
Personalised Insurance Solutions
Life is unpredictable, but your financial security doesn't have to be. Active Wealth's insurance specialists design comprehensive protection strategies that safeguard you and your family against life's unexpected challenges.
From life insurance and total permanent disability cover to income protection and trauma insurance, we ensure you have the right coverage at the right price. Our advisors take time to understand your unique circumstances, dependents, and financial obligations to recommend tailored solutions that provide genuine security. We regularly review your coverage to ensure it evolves with your changing needs, giving you confidence that your loved ones are always protected.