Independent personal advisory in Perth.
Our founding office sits on Kings Park Road in West Perth, a short walk from Kings Park itself. From the CBD to the western suburbs and the coast, we help individuals and families across Perth weigh up the decisions that matter most.
Liam Brennan
44 Kings Park RoadWest Perth WA 6005
Independent advice, in person in Perth
Our founding office sits on Kings Park Road in West Perth, a short walk from Kings Park itself. From the CBD to the western suburbs and the coast, we help individuals and families across Perth weigh up the decisions that matter most.
Your first meeting is complimentary and entirely without obligation. We agree any work, and a fixed fee, in writing before we begin - so there are no surprises and nothing to sell you.
- Commission-free advice, paid only by you
- One advisor, from first meeting to last
- Fixed fees, agreed upfront
Ways we work with Perth clients
Whatever you're weighing up, every engagement is shaped around your situation, delivered in person at our Perth office, with a fixed fee agreed upfront.
Decision clarity session
Turn a tangle into a clear next step.
A focused, one-off session to weigh a single big decision - the options, the risks, the trade-offs - so you leave knowing exactly what to do.
Planning & strategy
From a goal to a concrete plan.
We turn a goal that matters into a clear, sequenced plan with milestones, so you always know the next move and the right time to make it.
Second opinion review
An honest check before you sign.
Already holding a proposal or quote? We review it independently and tell you plainly whether it stacks up - and what to question first.
Ongoing advisory
A steady hand, year after year.
A trusted advisor on call for the long run - regular sit-downs and an impartial person to think things through with whenever life calls for it.
Advising clients across Greater Perth and the western suburbs
We meet clients from right across the region. A few of the areas we regularly work with:
- Subiaco
- Cottesloe
- Fremantle
- Nedlands
- Claremont
- Joondalup
- South Perth
- Scarborough
“I'd been going in circles for months. One session and I finally knew what to do - and why.”
Good to know
You'll find us at 44 Kings Park Road, West Perth WA 6005 - moments from the Esplanade Busport and the free CAT bus zone, with parking nearby on Kings Park Road.
Yes. Every Perth engagement is face to face - we don't advise over the phone. The decisions clients bring us deserve an unhurried conversation across the table.
Your Perth office is led by Liam Brennan, Managing Director, with a local advisory team. The advisor who understands your situation in the first meeting is the same one with you at the last.
Ready to talk it through in Perth?
Your first meeting is complimentary, in person, and entirely without obligation.