Independent financial advisers in Perth

We are a leading independent wealth advisory firm dedicated to elevating and protecting the valued wealth of individuals, families, and businesses through delivering clarity in complexity.

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Financial planning and wealth advice

Guiding you and your family through our Five Pillars approach turning your goals, purpose, and legacy into a clear, confident plan.

Family office

Dedicated family office model that simplifies complex wealth and puts you firmly at the centre.

Intergenerational wealth

Thoughtful advice helping families protect wealth and confidently transition across generations.

Succession planning

Strategic advice that helps you transition wealth and responsibility with clarity.

Legacy planning

Purposeful legacy planning defines what matters, aligns wealth with values, supports loved ones, and creates lasting impact beyond your lifetime.

Superannuation and SMSF

Intelligent planning that connects your superannuation to your goals, lifestyle, and legacy.

Investment strategies

Disciplined investment advice helping grow and protect your wealth through changing markets.

Retirement and pre-retirement planning

Personalised retirement advice designed to give you clarity, flexibility, and confidence so you can retire on your terms.

Awarded private wealth management

Our award‑winning private wealth team is united by a shared commitment to deliver truly independent financial advice to families and businesses in Perth and across Australia.

Discover our approach

Financial insights and news

Hear from our clients who have been on the journey

A truly holistic approach to wealth and life – meet Adrian.

The team at Boutique Advisers have been incredible. Working with Andrew and Denys has given us huge clarity around our financial situation, what we are trying to achieve and how to get there. It’s a clear tailored plan specific to our situation. Boutique Advisers has assisted us with insurance, structure, asset protection, purchasing, legacy and succession planning. Their service is extremely thorough with no weak points or gaps. We have learned so much, kept fully informed and up to date throughout the process. They made our dreams come true.

Gary Hasler, Sean Hocking and the rest of the Boutique team have been amazing help to my family and I over many decades. From personalised financial advice and planning to estate planning/inheritance advice and to investment management. They have been a very reliable, trustworthy and supportive source of financial guidance for my family.

Ravi Patel

From the very beginning, Karen took the time to understand our unique needs and goals. Her personalised approach, combined with her extensive knowledge, ensured that every decision was tailored to our specific situation. She consistently demonstrates a commitment to excellence, guiding us through complex financial landscapes with clarity and confidence and when required a good dose of humour.

Lisa and Brenda

Our initial and ongoing interactions with both Andrew and Denys have been professional, tailored and incredibly genuine. They have truly taken the time to understand us as individuals, our financial position and goals. We have felt completely supported to make financial decisions feeling both informed and confident going forward. Thank you Andrew and Denys.

Laura

We’ve been working with Jeevan for a little while now, and honestly—it’s been such a relief. We were feeling pretty lost when it came to our finances, but she made everything feel way more manageable. No jargon, no pressure—just clear advice and a real understanding of what we’re trying to achieve.

Danielle Collins

Neil Cocker and Diane Freeman are truly amazing, they have years of experience and are very customer focused. With substantial economic monitoring systems they track wide range of complex world and market issues to ensure clients assets are well managed in a challenging world environment.

Steve D

Working with Sean and team has been a fantastic experience. They are knowledgeable and trustworthy and have been invaluable in helping my wife and I planning our financial goals. Highly recommended!

Alex