Abbotts Wealth Management is owned by our staff and management. We do not answer to a bank or a product provider. Every strategy we recommend is selected because it is appropriate for your objectives, not because it pays us a commission. We have advised Perth business owners, professionals, and their families for 35 years. In fact, our average client stays with us for two decades. As your financial adviser, our job is simple: help you make the most of your growth, and help you navigate complex financial decisions with confidence. Doing that requires deep expertise and genuine trust. That is exactly what we have built our practice on.
Financial planner Perth: because generic advice is useless when you run a business
Generic advice fails the moment it hits real-world business decisions. Your cash flow moves with the seasons. Your income relies on company performance. Every move affects your personal and business tax at the same time.
Our financial planners work directly alongside our chartered accountants. This ensures your advice covers your entire financial picture, not just a single slice of it. We are completely transparent on fees from day one. Every recommendation is made purely to serve your best interests.
Retirement planning Perth: turning business success into money you can actually spend
Retirement planning is different when most of your net worth is tied up in a business or professional practice. The real question is not just how much money you need. It is how you turn what you have built into reliable income without paying unnecessary tax.
We model your retirement income options long before you plan to step back. That way, there are no surprises when you are ready to enjoy the outcome.
Estate planning Perth: keeping your legacy intact without the family drama
Estate planning is rarely straightforward for business owners and high net worth families. You have company structures, family trusts, and multiple beneficiaries to balance, helping minimise disputes and ensuring your wishes are carried out.
We work directly with your solicitor and accountant as one coordinated team. Your estate plan reflects the ownership structures, trusts and entities that already form part of your financial affairs.
Wealth management Perth: how to establish, execute, and actually stick to a strategy
Our advice follows a structured process designed to keep your strategy aligned with your goals as your circumstances evolve.
- Establish your wealth – understand your financial position, objectives and priorities.
- Execute your strategy – implement investments, superannuation and tax strategies.
- Maintain your strategy – review and adapt as legislation and circumstances change.
- Optimise structures – ensure trusts, companies and ownership arrangements continue to support your objectives.
Whether you’re growing a business, preparing for retirement or planning the transfer of your wealth, we can help you build a strategy that reflects your goals.
Book an initial conversation with one of our Perth financial advisers.
Frequently asked questions
Is Abbotts Wealth Management independent?
Yes. Abbotts Wealth Management is owned by its staff and management rather than a bank, insurer, or product provider, ensuring advice is free from commission bias.
Who is Abbotts Wealth Management best suited to?
We primarily advise business owners, professionals, executives and high-net-worth families across Perth and Western Australia.
Is Abbotts a licensed financial advisor?
Yes. Abbotts Wealth Management Pty Ltd holds Australian Financial Services Licence (AFSL) 303138.