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We're excited to announce that Assurity Financial Planning is now a part of Partners Wealth Group.

Doug, Naomi, Connor and the team have joined Partners Wealth Group as of 8 August 2025. You can find out more about Partners Wealth Group at www.pwg.com.au.

 

We’re still located in our Busselton office and available on 08 9754 1133.

We help our clients achieve their financial goals

With over 30 years of experience we are one of the regions most respected boutique financial advisory firms.

 

Our friendly and professional team will work with you to develop and implement strategies covering all aspects of your financial affairs. By listening to you and asking the right questions, we are able to determine where your priorities lie and thus focus on what is really important to you.

 

We will monitor your portfolio and tailor it as your situation changes to ensure we remain on track to meet your objectives.

Our services

Insurance & Personal Risk Management

Personal Succession & Estate Planning

Retirement Planning

Investment Strategy & Portfolio Construction

Centrelink Advice

Superannuation Advice

Tax planning

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