At Phase3Wealth, we work with you to recommend, implement and manage financial strategies so that you can afford to achieve your lifestyle goals.
We believe Financial Planning is not about making as much money as you possibly can - it is having the money to afford the lifestyle you desire and then taking the time to go and live it.
For every stage of life, there are many ways we can help educate and empower you… It’s never too early (or late!) to secure your financial future.
We believe that life should be enjoyed! We will guide you through a range of strategies that not only set you up for the future, but give you the confidence to also live for today.
The world is moving forward faster than ever - our business is designed to stay flexible and agile to embrace change and technology, to ensure you stay on the front foot for whatever life throws at you.
We have over 50 years combined financial planning experience and build our business on the foundation of having our ‘clients for life’.
To offer you a friendly and relaxed environment, we are happy to meet you at our office or in the comfort of your own home.
P3W will help you to...
Invest for your future,
Retire when you want to, and
Protect you and your family financially.
As a P3Client, you will benefit from our '3 Phases' of Financial Planning...
Everyone says you should have your money working hard for you, what does that even mean? We spend time with you to simplify what this means and then help you get those bills out of your pocket and off to work for you!
The assets you choose to invest in are the ‘engine room’ driving you towards your financial goals. Our tailored, goals based investment strategy ensures that you reach your destination in the fastest and safest way.
We actively manage a diverse range of investment portfolios to maximise your Superannuation and Investment earnings. We also make sure that along the way, you’ll know where every dollar of your hard-earned money is invested and why.
We spend most of our lives working. How often do we question why? We aim to collaborate with you to understand the retirement you want and set out the specific checkpoints to get you there.
Planning your retirement goes well beyond just Superannuation. The everyday decisions you make on how to spend the dollars in your pocket, impact your lifestyle opportunities right now and into the future.
We aim to take the complication out of retirement planning by simplifying the pathways you take to maximise your family’s financial position. Along the way, we offer our management and coaching to keep you on track.
The biggest asset you have is the ability to wake up healthy in the morning, get out of bed and live your life throughout the day. Without a doubt, that is an asset worth protecting!
Wealth Protection such as Life Insurance & Estate Planning offers you a ‘safety net’ to ensure that all the hard work you’ve put into your finances isn’t ruined by an unexpected event.
We compare a large range of top-tier providers to offer individuals and small businesses - insurance solutions that have been tailored to their needs. We don’t set it up and run away, we ensure we’re there to help you for the life of the policy.
Get in Touch
Our main office is in South Perth and we also operate from Perth's CBD.
Level 5, 34 Charles Street
South Perth WA 6151
20/34 Charles Street,
South Perth WA 6151
Have one of our financial advisers reach out to you.
(Phase3Wealth) Pty Ltd ACN 168 866 868 is a Corporate Authorised Representative (No. 456864) of Matrix Planning Solutions Ltd ABN 45 087 470 200, AFSL No. 331367, GPO Box 4232, Sydney NSW 2001.