Assurity Financial Planning has been operating in the South West of Western Australia in various forms for nearly 30 years. Originally starting out as a Busselton based insurance business, we have evolved into one of the region's most respected boutique financial advisory firms. We operate on a simple fee for service basis and were one of the first practices in the state to adopt such a fee structure. As such, we do not accept any commissions from investment companies or financial institutions for investments which we place with them and we feel that this enables us to provide a more transparent fee structure to our clients.
Our objective is to build a financial plan tailored to each client's situation which will enable them to achieve their financial goals. By listening to our clients and asking the right questions, we are able to determine where their priorities lie and thus focus on what is really important to them.
Once we have implemented a client's financial plan, the next step begins - to regularly review the plan and update it according to changes in their situation and government legislation.