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Welcome to a secure future

It’s your journey. There is a route to the High Road, be it wealth creation or retirement, and Forty Seven Financial Planning is here to navigate you along the way to a financially stable and secure lifestyle. We use our skills, education and experience to formulate effective financial strategies to grow wealth and increase income.

The combination of our technical resources, investment research, IT systems and professional networks helps our clients make informed decisions through expert advice, education and information. We can show you strategies to reduce tax, increase savings and pay off debt. And, by working with preferred suppliers and partners we are able to deliver comprehensive financial product solutions. We too, are here to make sure our clients avoid costly mistakes and off-ramps that lead to the Low Road.

Types of services offered

• Superannuation
• Retirement income streams
• Centrelink/DVA Pensions
• Life Insurances
• Budgeting

• Tax Planning
• Managed investments
• Direct Shares
• Employee share schemes
• UK Pensions
• Gearing

• Transition to retirement
• Redundancy Planning
• Estate Planning

• Up-coming Seminar

  7
  Sep
  Retire comfortably on 400K or more
  FREE Seminar
  City West Function Centre, West Perth
  Starts 7pm.
  BOOK NOW

• Testimonials

  " Forty Seven offer us good advice which is backed up by knowledge and expertise."
  - Colin & Davena ... read more.

  " The main benefit for us has been the way they appreciate our needs and advise accordingly."
  - Peter ... read more.

  " The greatest advantage for us is that we have total peace of mind. Someone we trust is looking after our money."
  - Graham & Helena ... read more.

  " The team at Forty Seven are very professional and honest and have that rare skill of explaining complex financial matters in simple layman's terms."
  - Christine & Robert ... read more.