Other Services

Why run around trying to find the best business to manage your affairs when we have done all of the hard work for you? P3W have conducted exhaustive due dilligence and established a network of service providers to ensure that when you come to us,  you can be confident of obtaining the best advice, regardless of the nature of advice you are seeking.

Estate Planning 

Estate Planning involves more than just sorting out your Will. It involves planning for a range of events that may occur while you are still alive, after your passing and maybe even for future generations.

We can assist you with making sure your wishes are respected, your assets end up in the right hands and you navigate the myriad of administration and taxation hassles efficiently.

We will collaborate with you and a professional Estate Planning Lawyer to assist you with important matters such as;

​A comprehensive range of wills, testamentary trusts, medical and guardianship needs, powers of attorney, binding death nominations and other related strategies will give you certainty and peace of mind 

Accounting

​Hiring a good Accountant can have amazing effects on your finances (and stress levels). Your Accountant should be more than a data input expert, they should be enthusiastic about understanding your overall financial position and goals. 

No matter how simple you believe your tax affairs are, there are often many ways in which a good Accountant will be able to maximise your benefits and minimise your tax further, it's a specialised field that they learn and deal in every day. Don't forget, their fees are tax-deductible too! 

We can put you in touch with Accounting Professionals, located both sides of the river, who will pro-actively guide you through your taxation obligations and identify areas that may assist you in the future, not just the last tax year.

From simple to complex, they will be able to assist you with a broad range of your Individual & Business Accounting, Compliance and Taxation needs.

Finance Broking

Home | Investment | Motor Vehicle | Commercial 

Our homes are the biggest debt we generally end up taking on in our lifetimes. The sooner you can pay off your Home Loan, the sooner you can free up equity to improve your financial position through investment and enjoy lifestyle freedom.

Banks make enough money, don't pay them more than you have to! It costs you nothing for us to put you in touch with professional & friendly Brokers who can easily compare lenders for you to lock in some great interest savings. The same goes for your investment, motor vehicle and commercial needs. 

With competition and technology rapidly increasing, you can pick and choose between banks and also a large range of non-bank lenders to ensure you never pay a dollar more than you have to.

With the ability to easily manage your finances on your phone and computer these days, it makes sense to regularly review your deposit & lending providers to stay on the front foot. 

General Insurance

These days it can be quite simple to review and compare General Insurance providers online or over the phone to ensure you stay on top of the best deals when it comes to your Home, Contents, Car and Valuables. 

However, for those who are time poor or have complex needs, we can put you in touch with a Broker who will provide you a personalised assessment and advice on a range of products for your household or business;

General Property, Motor Vehicle & Equipment, Machinery Breakdown, Workers Compensation, Professional Indemnity, Public & Products Liability, Burglary & Money, Directors & Officers,  Fire & Perils and Industrial Special Risks. 

Financial Services Guide (Shannon and Kevin) ​
Financial Services Guide (Tony)
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Office: Level 5, 34 Charles Street,
SOUTH PERTH, WA 6151

Postal: 20/34 Charles Street,
SOUTH PERTH, WA 6151

Telephone: 08 9367 3773

​Email: [email protected]

Phase3Wealth Pty Ltd | ACN 168 866 868 | AFSL No. 537118