Private Wealth Management to help you create your best future.

At Boutique we help our clients to make confident life decisions about their wealth. Through our LifePlan Financial advice journey, our dedicated Financial Adviser team in Perth specialising in Wealth Management will help you achieve your wealth, lifestyle, and legacy goals through a collaborative team-based approach. We help give you the clarity to explore all the options available and assist you with your customised Private Wealth Management services to create your best future.

An Enjoyable Journey

At Boutique, we pride ourselves on giving you the very best financial advice that is suited to you and your family. We can help navigate the complexities of investing, risk management, and retirement to maximise your wealth potential. Getting advice should not be a daunting task, so we want to make sure you feel comfortable every step of the way. Our Financial Advisers draw upon the combined experience of the group who all carry areas of expertise to help you through all stages of life.

Independent Financial Advice

Boutique, a Perth based wealth management firm stands out for our commitment to providing independent financial advice tailored to the unique needs of families and businesses across Australia. With a team of experienced advisers, we’re one of the leading wealth management firms in Australia, offering personalised guidance to help you make confident life decisions about your wealth.

We hold our own Australian Financial Services License (AFSL). We are a “fee-only” business and always quote our costs upfront. We don’t receive any payments or commissions from any providers so you can feel rest assured that you are in good hands with the very best impartial advice.

Since 1991, Boutique Advisers has been delivering premium private wealth management services. We draw upon the collective knowledge of our advice and support team to provide clarity and expert assistance. As an independent practice, we’re dedicated to putting your interests first.

Boutique’s Advisers proudly holds the ‘Professional Practice’ designation within the Financial Advice Association Australia (FAAA). In 2022, we were a finalist for Australian Professional Practice of the Year, and in 2023 and took home the top prize. When you choose us for wealth management in Perth, you can trust that you’re in capable hands. With our succession planning in place, we’ll be there to support you and the next generation on your wealth journey.

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Your life-changing decision to create your own Financial Advice Map and LifePlan Model.

From our first meeting which is always complimentary, our dedicated Wealth Management Advisors will work with you to understand your position and what is important to you. Taking you through your own personal wealth management journey, our team will create your very own Financial Advice Map and take you through our “LifePlan” modelling to put you in a position to fully understand the impact of the advice and clearly show what is possible.

We understand that Financial Advice decisions can be confusing, so we have an approach to trying to “make the complex simple” so that your advice is easy to understand.

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Testimonials by Clients

From retirement planning to wealth preservation, Boutique Financial Advisers have demonstrated our commitment to understanding each client’s unique needs and aspirations.

Boutique Advisers Pty Ltd - Personal Financial Advisers Subiaco

5.0

Based on 44 reviews

review us on

Ina Matakupan

04:30 10 Jul 24

We have been coming to Boutique for our financial matters for over 2 years and my husband and I are very happy with their service. Gary and Sean make us feel comfortable and confident to ask any questions we have. They are very professional, reliable, friendly and caring. Thanks guys!

Don Martin

05:55 03 Jul 24

I have found Boutique Advisers Pty Ltd to be most professional and helpful in the management of my superfund. I have had the same adviser for approximately 30 years and have been receiving a pension for 20 years without reduction of my investment. I recommend the use of Boutique Advisers for financial matters.Don Martin

Glen Serslev

05:26 03 Jul 24

I developed a great relationship with Boutique over the years. I know that my finances are in safe hands with them.

Brendan O'Connor

09:52 08 May 24

Absolutely fantastic experiences with the people at Boutique Advisers. I have most recently been chatting with Josh and he has been great to deal with! Also a shout out to Belinda who has been very supportive for many years.

Greg

12:06 21 Apr 24

Always thorough in the evaluation, presentation and matching strategies to goals. Excellent support staff ensure things agreed get done. Highly recommended.

Cath Hughes

00:48 17 Apr 24

A professional, sound financial advisor who has your on-going goals & interests at heart best describes Andrew Bollingbroke & Boutique Advisers. For 20+ years our dealings and experiences with Andrew have educated us, grown our confidence, focused us and helped attain our financial goals through to financial independence in retirement. To work continuously with the same professional through a number of life events is a rare and invaluable thing. I highly recommend Andrew and his team if you are seeking excellence in financial advice.

Lisa Demeza

00:45 12 Apr 24

We have been dealing with Andrew for many years regarding our finances. Andrew is a very caring, honest and knowledgeable person. He is always helpful and listens to our needs, willing to help us no matter what questions we throw at him.We also have dealings with Jasmin who is so helpful, always getting back to us whenever we email her. Denys is working alongside Andrew with us and he also is a compliment to their team. Denys is very knowledgeable and explains things very easy for us to understand. We are so glad to have this team helping us with our finances and know they are always looking out for us especially now we are in retirement and want to enjoy what we have worked so hard for over the last 45 years. Thanks once again.😀

Greg Langton

02:53 10 Apr 24

We had a great experience with Boutique Advisors. They took their time to understand our needs. They spoke in simple language, they have given us confidence around growing our wealth. Andrew and Denys were very knowledgeable.

Kent Warburton

00:19 16 Nov 23

I have been with Boutique for many years and find them competent and professional.

Peter Birch

03:13 15 Nov 23

We are very confident in having our investments handled by Boutique Advisers. All transactions are transparent and notified, and the fee structure is set up front annually through regular reviews. Have been with our financial adviser for 23 years, though all the downs and the ups of the market.

Jim Fisher

03:12 15 Nov 23

Excellent customer service provided in a very friendly and professional manner. Always ready to discuss any issues promptly and ensure that we have an accurate picture of our portfolio.

jonesowenr

02:21 10 Nov 23

Boutique Advisers have been helping with our financial planning and our self-managed super fund for many years. They have always been efficient and prompt. Boutique are now helping our youngest son with his finances and I suspect will be helping our only daughter as well in the near future.

Brenda cheveralls

11:44 08 Nov 23

I have had a very positive interaction with Boutique Advisors. The staff are very friendly and professional, provide regular detailed updates and are always available when required to answer questions. I have only had very positive experiences with Boutique Advisors and am very happy with their services and advice.

Moji Negro

09:54 08 Nov 23

We've been using Boutique advisers for approx. 6 years for financial planning and have absolutely no regrets. It's great having a partnership with them to assist us in achieving our financial goals.Everyone we deal with are very professional and efficient.We have and would recommend them.

jonathan freeman

05:36 08 Nov 23

Had some great meetings with the team at boutique, before finally settling on the right financial plan for my future. Throughout the process, they kept me informed, listening to my goals and helping come up with a solution. Great service, no pushy salespeople and very competitively priced for their services and ongoing support.Have recommended Boutique to my friends.

Fraser McInnes

06:22 29 Sep 23

Very professional team having dealt with Gary, Sean, Monica and Nicole in different capacities for near on 10 years.Always had clients best interests at mind. Provided sound and knowledgeable advice. Highly recommend.

Hear What Our Clients Say

Our Awards

Our wealth management firm in Perth has garnered numerous accolades and awards, testifying to our unwavering commitment to excellence in financial advisory services. We’ve been recognised as one of the best financial advisors Perth has to offer, and our team of dedicated Perth financial planners consistently ranks among the top wealth management firms in Australia.

These awards showcase our expertise in crafting personalised investment strategies and providing exceptional guidance to help you achieve your financial goals. We’re proud to be acknowledged as industry leaders, setting the standard for wealth management firms in Perth and Australia.

Our track record of success is built on a foundation of trust, transparency, and a deep understanding of our clients’ unique needs.

Below are our awards: