Financial Planner Adviser | Retirement Planning Perth | Wealth Creation

We engage with you to deliver
financial planning services
to secure your financial future

Our mission is to inspire, educate and coach our clients, enabling them to make smart choices that lead to wealth and security. that put them on the high road and keep them there.

It’s your journey, we simply empower you
along the way to that richer life

It's about having a plan and sticking to it, achieving your life vision and goals and feeling in control of your money. Whatever path you choose as financial adviser we are here to support you along the way.

UK & South African immigrants seeking
advice? We are the preferred choice

Whether you need a fund transferred or advice on the best Australian options we offer guidance to new immigrants with a specialisation to the South African and UK population.

For those that want to learn, we
have regular free seminars.

By attending one of our free seminars on wealth creation or retirement planning you will gain insights from the experts. Simply book your place and we will contact you with a confirmation - it's that easy.

Welcome to a secure future

It’s your journey. Be it in growing wealth or retirement planning phase of life, Forty Seven Financial Planning is here to navigate you along the way to a financially stable and secure lifestyle. We use our extensive knowledge and experience to formulate effective financial strategies to grow wealth and increase retirement income.

Our clients are empowered to make informed decisions through expert advice, education and information supported by our technical resources, investment research, technology and professional networks. 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 take the time to really understand our clients needs, goals and aspirations. Each client situation is totally unique. We build affordable, customised financial plans around our clients goals and objectives.

Types of services offered

Up-coming Seminar
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.

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Here We Are

52 Oswald Street
Innaloo, Western Australia 6018
P: 08 9445 2247
F: 08 9446 4701
email

Who We Are

Lindsay Holland
CFP BSc Adv Dip FS(FP).

John Holland
CFP BCom Dip FP.

Legal

John Holland, ABN 24 239 532 771, and Lindsay Holland, ABN 15 327 316 880 trading as Forty Seven Financial Planning are Authorised Representatives of GWM Adviser Services Limited, ABN 96 002 071 749, Australian Financial Services Licensee, 105-153 Miller Street, North Sydney NSW 2060. A member of the National Australia group of companies. Refer to the Terms and Conditions of this website and General Advice Warni

We engage with you to deliver financial planning services to secure your financial future

It’s your journey, we simply empower youalong the way to that richer life

UK & South African immigrants seekingadvice? We are the preferred choice

For those that want to learn, wehave regular free seminars.