Valued wealth

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Independent financial advisers in Perth

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

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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

Gary Hasler CFP®

Managing Director / Private Wealth Adviser

Gary partners with successful individuals and families to deliver strategic, collaborative advice that brings clarity and confidence.

Andrew Bolingbroke CFP®

Director / Private Wealth Adviser

Andrew provides clear, considered advice to help clients navigate life’s financial decisions with confidence.

Damien Quirk CFP®

Private Wealth Adviser

Damien helps clients approach retirement with clarity and confidence, balancing lifestyle, certainty and personal fulfilment.

Karen Haarhoff AFP®

Private Wealth Adviser

Karen provides thoughtful, holistic advice that empowers clients to feel confident, informed and in control of their financial decisions.

Sean Hocking AFP®

Private Wealth Adviser

Sean provides lifestyle‑focused financial advice, helping clients protect their freedom of choice and achieve confidence in every stage of life.

Neil Cocker CFP®

Private Wealth Adviser

Neil provides experienced, retirement‑focused advice, helping clients structure secure income strategies.

Christian Scala CFP®

Private Wealth Adviser

Christian provides personalised, strategic advice to help clients gain clarity, confidence and achieve financial decisions.

Kim Bailey CFP®

Private Wealth Adviser

Kim combines deep technical experience with a highly personal approach, helping clients achieve clarity and confidence.

An independent financial adviser provides advice designed around your goals, circumstances and long-term priorities. At Boutique Advisers, we take the time to understand what matters to you, then provide clear, considered guidance across wealth, lifestyle and legacy. Learn about our approach

Choosing an independent financial adviser in Perth gives you access to personalised advice from a team that understands the needs of local individuals, families and businesses. Boutique Advisers combines local insight with the capability to support clients across Australia.

Boutique Advisers works with individuals, families and business owners seeking clarity and confidence in their financial decisions. Advice is tailored to your situation, whether you are building wealth, preparing for retirement, managing complex family assets or planning your legacy. Find out who we work with

Boutique Advisers provides financial planning and wealth advice, family office services, intergenerational wealth planning, inheritance financial advice, succession planning, legacy planning, superannuation and SMSF advice, investment strategies, and retirement planning.

The first conversation is an opportunity to discuss your current circumstances, what you want to achieve and whether Boutique Advisers is the right fit for you. From there, the team can outline the most appropriate next steps.

Learn more about our approach

Bring any information that will help explain your current position and goals, such as details of your income, assets, debts, superannuation, investments, business interests and key priorities. You do not need to have everything prepared before the first conversation.

Start your journey to valued wealth today

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Independent financial advisers in Perth

Our services

Financial planning and wealth advice

Family office

Intergenerational wealth

Succession planning

Legacy planning

Superannuation and SMSF

Investment strategies

Retirement and pre-retirement planning

Awarded private wealth management

Financial insights and news

Why preserving family harmony is often harder than preserving wealth

You've built the business together. Have you built the wealth together?

Your SMA fixed income: Liquid, high quality, well researched

Hear from our clients who have been on the journey

Meet our team

Frequently asked questions

Start your journey to valued wealth today