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Perth, Western Australia ยท October 2026 figures

Best financial planning businesses in Perth, WA

The top-ranked financial planning businesses in Perth 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 proven rating.

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

The ranked list

  1. Rank 1.

    Capital Managers

    West Perth

    5.0 193 reviews Proven 4.91

  2. Rank 2.

    Voyage Financial

    West Leederville

    5.0 153 reviews Proven 4.88

  3. Rank 3.

    Wealthwise

    Osborne Park

    5.0 116 reviews Proven 4.85

  4. Rank 4.

    A & T Financial Advisers Pty Ltd

    Joondalup

    5.0 101 reviews Proven 4.83

  5. Rank 5.

    Partners Wealth Group

    Perth

    5.0 98 reviews Proven 4.83

  6. Rank 6.

    Approved Financial Planners

    Floreat

    5.0 93 reviews Proven 4.82

  7. Rank 7.

    Mal Dobson & Associates

    Willetton

    5.0 81 reviews Proven 4.80

  8. Rank 8.

    The Wealth Designers

    West Perth

    4.9 131 reviews Proven 4.78

  9. Rank 9.

    Boutique Advisers Pty Ltd

    Subiaco

    5.0 65 reviews Proven 4.76

  10. Rank 10.

    Preston Wealth

    Como

    5.0 63 reviews Proven 4.76

  11. Rank 11.

    Proactiv Financial Solutions

    Willetton

    5.0 62 reviews Proven 4.76

  12. Rank 12.

    HPH Solutions

    Como

    4.9 103 reviews Proven 4.75

  13. Rank 13.

    Barns Financial Services

    Canning Vale

    5.0 61 reviews Proven 4.75

  14. Rank 14.

    Empire Financial Group

    East Perth

    5.0 54 reviews Proven 4.73

  15. Rank 15.

    R&R Wealth Solutions

    Cockburn Central

    5.0 49 reviews Proven 4.71

  16. Rank 16.

    Evolve Wealth Management

    Stirling

    5.0 46 reviews Proven 4.70

  17. Rank 17.

    Falcon Wealth Management

    West Perth

    5.0 43 reviews Proven 4.68

  18. Rank 18.

    Blueprint Wealth

    South Perth

    4.8 106 reviews Proven 4.67

  19. Rank 19.

    Wealth Lens

    Como

    5.0 39 reviews Proven 4.66

  20. Rank 20.

    Inspired Money

    West Perth

    4.9 53 reviews Proven 4.65

  21. Rank 21.

    Gallagher Insurance, Risk Management & Consulting

    Burswood

    4.8 88 reviews Proven 4.65

  22. Rank 22.

    Acumen Wealth Management

    Subiaco

    5.0 37 reviews Proven 4.65

  23. Rank 23.

    Fortitude Wealth

    South Perth

    5.0 37 reviews Proven 4.65

  24. Rank 24.

    Scope Advisory

    West Perth

    5.0 34 reviews Proven 4.63

  25. Rank 25.

    Capital Partners Private Wealth Advisers

    West Perth

    5.0 32 reviews Proven 4.62

  26. Rank 26.

    Wealth Collective Financial Advice

    Osborne Park

    5.0 31 reviews Proven 4.61

  27. Rank 27.

    Affluence Private Wealth

    West Perth

    5.0 29 reviews Proven 4.59

  28. Rank 28.

    Cornish Wealth Management

    Mount Lawley

    4.9 38 reviews Proven 4.59

  29. Rank 29.

    Knight

    Subiaco

    4.9 31 reviews Proven 4.55

  30. Rank 30.

    Vantage Wealth Management Perth

    West Perth

    5.0 23 reviews Proven 4.54

  31. Rank 31.

    Alder & Partners Private Wealth Management

    Nedlands

    4.9 27 reviews Proven 4.52

  32. Rank 32.

    Think Capital

    Ascot

    5.0 19 reviews Proven 4.49

    Open Saturday

  33. Rank 33.

    Andep Investment Consultancy

    Perth

    5.0 18 reviews Proven 4.47

  34. Rank 34.

    Byfields Wealth Management

    Burswood

    5.0 17 reviews Proven 4.46

  35. Rank 35.

    Iconic Wealth

    Perth

    5.0 17 reviews Proven 4.46

  36. Rank 36.

    Core Wealth Financial Planning

    Hillarys

    5.0 15 reviews Proven 4.43

  37. Rank 37.

    Helm Capital Pty Ltd

    Mount Pleasant

    5.0 14 reviews Proven 4.41

  38. Rank 38.

    Provident Financial Services

    Nedlands

    5.0 14 reviews Proven 4.41

  39. Rank 39.

    Uprise Financial Pty Ltd

    Claremont

    5.0 14 reviews Proven 4.41

  40. Rank 40.

    Bellwether Perth CBD

    Perth

    4.8 21 reviews Proven 4.41

  41. Rank 41.

    Fortis Wealth Management

    South Perth

    5.0 12 reviews Proven 4.38

  42. Rank 42.

    Opus Wealth

    Mount Lawley

    5.0 12 reviews Proven 4.38

  43. Rank 43.

    Globe Financial Planning

    West Perth

    4.8 16 reviews Proven 4.36

  44. Rank 44.

    Quest Advisory Group

    Leederville

    5.0 11 reviews Proven 4.36

  45. Rank 45.

    Viridian

    Perth

    5.0 11 reviews Proven 4.36

  46. Rank 46.

    Incito Wealth Pty Ltd

    Ascot

    5.0 9 reviews Proven 4.31

  47. Rank 47.

    Kensington Wealth

    Joondalup

    5.0 9 reviews Proven 4.31

  48. Rank 48.

    Paul Turner - Financial Planning

    Osborne Park

    5.0 9 reviews Proven 4.31

  49. Rank 49.

    South City Brokers financial planning

    Osborne Park

    4.8 12 reviews Proven 4.30

  50. Rank 50.

    4C Wealth

    West Perth

    5.0 8 reviews Proven 4.29

Financial Planning Businesses by suburb in Perth

Every suburb with five or more financial planning businesses has its own ranked list.

Financial Planning Businesses in Perth at a glance

  • 73 financial planning businesses in Perth are ranked here, with 2,552 Google reviews between them and a median rating of 5.0.
  • 96% list a website and 97% a phone number on Google.
  • 4 of the 72 that list opening hours open on Saturday, and 1 on Sunday.
  • Capital Managers in West Perth has the most Google reviews (193), averaging 5.0.
  • The suburbs with the most: West Perth (12) and Osborne Park (7).

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Questions

Who are the best financial planning businesses in Perth?

The top-ranked financial planning businesses in Perth are Capital Managers (5.0 from 193 reviews), Voyage Financial (5.0 from 153 reviews) and Wealthwise (5.0 from 116 reviews). Each is ranked by proven rating, its Google rating weighted by the number of reviews behind it.

How many financial planning businesses are there in Perth?

The Agentize Directory ranks 73 financial planning businesses in Perth, each with a Google rating from at least five reviews. Their median rating is 5.0, from 2,552 reviews in all.

Which financial planning businesses in Perth are open on weekends?

1 of the 72 that list hours on Google open on both Saturday and Sunday. The highest ranked of them are My Personal Finance Coach.

Which financial planning business in Perth has the most reviews?

Capital Managers has the most Google reviews of any financial planning business ranked in Perth: 193, averaging 5.0.

How is this list of financial planning businesses ranked?

Every list is ranked by proven rating: a business's Google rating weighted by the reviews behind it, so a perfect score from five reviews cannot outrank a near-perfect one from five hundred. No business pays to be listed or to move up. How the ranking works.

Ratings and review counts are Google's, as listed in October 2026. Phone numbers, websites and opening hours are the ones each business lists on Google. No business pays to be listed or to move up, and none is verified or endorsed by Agentize. How the ranking works.