1
United Financial Services
from 228 Google reviews.
Local businesses, no chains · Updated October 2026
The financial planners of Western Australia
As of October 2026, the three most fairly rated local financial planners in Western Australia on Not a Chain, with chains left out, are United Financial Services (5.0 from 228 Google reviews), Capital Managers (5.0 from 191 Google reviews) and FQ Finance (5.0 from 142 Google reviews).
- Financial Planners compared
- 130
- Google reviews
- 2,253
- Median rating
- 5.0
The financial planners of Western Australia: the top 50
2
Capital Managers
from 191 Google reviews.
3
FQ Finance
from 142 Google reviews.
4
Compass Financial
from 106 Google reviews.
21 Spencer St, Bunbury WA 6230
5
Mal Dobson & Associates
from 81 Google reviews.
7 Woodpecker Ave, Perth WA 6155
6
Proactiv Financial Solutions
from 62 Google reviews.
300 Vahland Ave, Perth WA 6155
7
Barns Financial Services
from 61 Google reviews.
8
Preston Wealth
from 56 Google reviews.
1 Preston St, Perth WA 6152
9
R&R Wealth Solutions
from 48 Google reviews.
35 Tamara Dr, Perth WA 6164
10
Leeuwin Finance
from 44 Google reviews.
11
Falcon Wealth Management
from 43 Google reviews.
12
Wealth Lens
from 39 Google reviews.
13
Acumen Wealth Management
from 37 Google reviews.
14
Fortitude Wealth
from 37 Google reviews.
15
Iconic Wealth Mandurah
from 30 Google reviews.
8 Sholl St, Mandurah WA 6210
16
Affluence Private Wealth
from 29 Google reviews.
162 Colin St, Perth WA 6005
17
HPH Solutions
from 103 Google reviews.
123 Melville Pde, Perth WA 6152
18
HPH Solutions Wannanup
from 23 Google reviews.
19
Inspired Money
from 53 Google reviews.
Ste 4, Level 1/610 Murray St
20
Armada Accountants & Advisors
from 52 Google reviews.
18 Sangiorgio Ct, Perth WA 6017
21
Koombana Financial
from 19 Google reviews.
The Old Bunbury Post Office, Lot 500 Stephen St
22
Think Capital | Strategic Financial Planning Advice
from 19 Google reviews.
23
Andep Investment Consultancy
from 17 Google reviews.
251 Adelaide Ter, Perth WA 6000
24
Byfields Wealth Management
from 17 Google reviews.
25
Iconic Wealth
from 17 Google reviews.
26
Essential Financial Advice
from 30 Google reviews.
52 Forrest Ave, Bunbury WA 6230
27
Pixel Wealth Management
from 15 Google reviews.
28
Knight
from 28 Google reviews.
Level 2, Unit 19/100 Railway Rd
29
Core Wealth Financial Planning
from 14 Google reviews.
Level 1, Suite 1/45 Northside Dr
30
Provident Financial Services
from 14 Google reviews.
31
Uprise Financial Pty Ltd
from 14 Google reviews.
Level 3, 3A Davies Road, Claremont WA 6010
32
Fortis Wealth Management
from 12 Google reviews.
9 Bowman St, Perth WA 6151
33
Precept Financial Services (Esperance)
from 11 Google reviews.
98 Dempster Street, Esperance WA 6450
34
Strategic Prosperity Group - Financial Planning Specialists
from 10 Google reviews.
Lvl 1, Suite 10/30 Hasler Rd
35
Incito Wealth Pty Ltd
from 9 Google reviews.
152 Great Eastern Hwy, Perth WA 6104
36
Kensington Wealth
from 9 Google reviews.
315 Bulwer St, Perth WA 6000
37
Forrest Private Wealth | Financial Planner | Financial Advisor
from 8 Google reviews.
420 Bagot Rd, Perth WA 6008
38
Intuitive Financial Services
from 8 Google reviews.
24 Parkland Rd, Perth WA 6017
39
Merideon Wealth Strategies
from 22 Google reviews.
40
4C Wealth
from 7 Google reviews.
41
Navarino Wealth
from 7 Google reviews.
42
Bellwether Perth CBD
from 21 Google reviews.
Exchange Tower, Level 20/2 The Esplanade
43
Blue River Financial Services
from 6 Google reviews.
4 Queen St, Perth WA 6102
44
Corinne Gepp Financial Planner
from 6 Google reviews.
14 Phillimore St, Perth WA 6160
45
Financial Stepping Stones
from 6 Google reviews.
46
Future Wealth Planners
from 6 Google reviews.
176 Main St, Perth WA 6017
47
Investment & Financial Partners
from 6 Google reviews.
118 Railway St, Perth WA 6005
48
Precept Financial Services
from 6 Google reviews.
49
Globe Financial Planning
from 16 Google reviews.
50
Mortgage Broker Albany Kirsty Hall Harken Finance
from 5 Google reviews.
75 Lockyer Ave, Albany WA 6330
Not a Chain compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 59 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
Of the financial planners compared, the most reviewed is United Financial Services, with 228 Google reviews at 5.0.
How this list is ranked
Businesses are ranked as in the fairly rated method, but only those whose name and website each appear in no more than two places in Australia are listed, so chains and franchises are left out. Each needs at least five Google reviews.
A business that shares its name with unrelated businesses elsewhere can be left out by mistake, and being part of a chain says nothing about quality.
Questions
- Which local financial planners in Western Australia, not chains, are the most fairly rated?
- As of October 2026, the three most fairly rated local financial planners in Western Australia on Not a Chain, with chains left out, are United Financial Services (5.0 from 228 Google reviews), Capital Managers (5.0 from 191 Google reviews) and FQ Finance (5.0 from 142 Google reviews).
- How does Not a Chain rank financial planners in Western Australia?
- Businesses are ranked as in the fairly rated method, but only those whose name and website each appear in no more than two places in Australia are listed, so chains and franchises are left out. Each needs at least five Google reviews. A business that shares its name with unrelated businesses elsewhere can be left out by mistake, and being part of a chain says nothing about quality.
- How many financial planners in Western Australia did Not a Chain compare?
- Not a Chain compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 59 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.