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Intro - Financial Advisor Perth


Financial Independence

Starts with a Plan

Get Started Now

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Intro - Financial Advisor Perth


Financial Independence

Starts with a Plan

Get Started Now

I believe everyone needs a financial plan

 

By pure definition, financial planning is all about creating a strategy to help you to achieve the life you've imagined for you and your family.

We want to help real people get a plan for their money, make informed and intelligent decision, and achieve financial independence. 


David has been our adviser for the past 7 years, his advice has always been very professional and of great assistance to us. His advice has kept us in a position of financial stability.

- C Watters & F Burling, Mt Richon WA


Want a financial plan that encompasses paying off debt, building up emergency saving, generating wealth and creating an income stream? Get started with us today.

 
 
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Story


"Your Financial Plan needs to be about you, and not about what your neighbour is investing in, or about which investment product pays the best commission to a Financial Planner"

- David Pereira (The Reformed Adviser

 

“BANKS NOW OWN OR CONTROL UP TO 80% OF THE COUNTRY’S FINANCIAL PLANNERS”

‘Banking Bad’ - Four Corners, 5 May 2014

 

"This is a story of optimist, you can be the architect of your own Financial Future"

- C GeraGhty

 

 

Story


"Your Financial Plan needs to be about you, and not about what your neighbour is investing in, or about which investment product pays the best commission to a Financial Planner"

- David Pereira (The Reformed Adviser

 

“BANKS NOW OWN OR CONTROL UP TO 80% OF THE COUNTRY’S FINANCIAL PLANNERS”

‘Banking Bad’ - Four Corners, 5 May 2014

 

"This is a story of optimist, you can be the architect of your own Financial Future"

- C GeraGhty

 

 

Passionate about unbiased financial advice, David Pereira is an experienced financial planner working in Perth, Western Australia.  His aim with clients is to ensure that their wealth is being managed the best possible way while disregarding the vested interests of the banks. He is known for his technical expertise in Self Managed Superannuation, Transition to Retirement Strategies and Business Succession Planning.

David has spent the last decade in working in Financial Services, and holds a Masters of Applied Finance, a Post Graduate Diploma in Financial Planning, a Post Graduate certificate in Australian Migration Law, and a Bachelor of Commerce (Business Law).


"Planning is bringing the future into the present, so that you can do something about it now"

Alan Lakein


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Hike


"...the Financial Planning industry is one based on product sales, not genuine unbiased advice. With low educational barriers to entry and conflicted remuneration, its no wonder consumers feel they cannot trust their adviser" - B Sendt (CPA Australia)

Hike


"...the Financial Planning industry is one based on product sales, not genuine unbiased advice. With low educational barriers to entry and conflicted remuneration, its no wonder consumers feel they cannot trust their adviser" - B Sendt (CPA Australia)