Precept Financial Services has been guiding West Australians towards financial freedom and security since 1986. We are a team of experienced and passionate financial planners dedicated to helping you achieve financial clarity and confidence for the future.
Why Get Financial Advice?
Life throws us curveballs, and having a solid financial plan allows you to navigate through these challenges with confidence. Our financial planners will work with you to:
- Make informed decisions about your financial future
- Build a tailored step-by-step financial strategy
- Ensure your money works hard for you
- Prepare for the unexpected and safeguard your loved ones
What We Do
We offer a comprehensive range of services to meet your individual financial needs, including:
Superannuation
Maximising your superannuation contributions and ensuring you're on the right track for retirement.
Retirement Planning
Planning for a comfortable and secure retirement by investing for the long term.
Investments
Tailored investment strategies to meet your specific goals and risk tolerance.
Life Insurance
Protecting your loved ones in the event of death or illness.
Income Protection
Secure your income in the event of an injury or sickness that prevents you from working.
Self Managed Superannuation (SMSF)
Taking control of your superannuation by managing it yourself.
Debt Management
Developing a strategy to manage your debt effectively and efficiently.
Estate Planning
Ensuring your assets are distributed according to your wishes.
Aged Care
Navigating the complexities of aged care and planning for your loved one's future.
Our Approach
Our proven process ensures we understand your individual needs and aspirations. We work with you to create a tailored plan that aligns with your unique circumstances and goals. We believe in open communication, collaboration, and creating a lasting partnership with you to achieve your financial success.
Contact Us
Empower your financial future and achieve peace of mind. Contact us today to schedule a complimentary consultation and discuss your financial goals with our experienced team.
Professional Expertise and Service
Ian von Berg, a financial expert, has gained trust from clients through his extensive knowledge and experience in financial planning. According to Michelle Skene, Ian's vast understanding of the financial landscape is reassuring, making it simpler for his clients to navigate through the ever-changing market. Ian's expertise extends beyond just setting up insurance policies, including income protection, superannuation, life, and trauma insurances. His team goes the extra mile to assist with claims and regularly reviews clients' needs and expectations.
Teamwork and Client-Centric Approach
Michelle highlights the importance of Ian's friendly team, who work together to provide comprehensive services. The team's dedication to supporting clients throughout their financial journey is evident, making it a unique selling point for Ian's financial planning services.
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