Services
Who is looking after your life?
Simple
We offer clear short-term and long-term strategies that are easy to understand and essential for a successful and comfortable lifestyle.
Innovative
We work with you to establish where you want to be in five years and twenty years, and offer innovative pathways across a varied spectrum of financial services to get you there.
Effective
Our years of industry experience ensure we offer the most effective strategies to provide certainty for your future.
About
AdviceWest is about providing a service to Western Australians who value quality advice.
From Geraldton to Perth, Midland to Mandurah; working with rural, remote and metro clients, we’re prepared to engage with you, your business partners and family. With a focus on Personal and Business Insurance, Wealth Accumulation, Estate Planning and Retirement Advice.
News
We are part of an evolving business landscape.
June 19, 2021
Indexation of contributions caps
When it comes to building and maintaining wealth, super is widely considered to be one of the most tax-effective investment structures available. This is…
June 19, 2021
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-191. While the…
June 19, 2021
How do you know when the advice is right?
Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you…
February 15, 2021
The value of having a financial adviser
The value of having a financial adviser Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a…
May 6, 2020
COVID-19 JobKeeper & Wage Declarations
Recently announced policies as a result of the COVID-19 pandemic may affect you if you employ staff. Employers are required to provide a wage declaration to…
May 5, 2020
Welcome to the new AdviceWest website
We're so glad that you found us. Please have a look around to learn more about AdviceWest and the services we offer then, if you think we can work with you to…
Kelvin has looked after both our business and income protection insurance needs for years. Could not be happier with the service he provides; responsive, knowledgeable and friendly.Liam
Honest, reliable and very good to deal with.Marcia
I have been a client of Kelvin's now for some 10 years and very happy with his level of service.Kim
Kelvin was very helpful for my wife and I doing all the leg work chasing up different super accounts and advising us on the best way forward. He took all the stress out of the process.Scott
As my small business struggled through the COVID lockdowns, cashflow was critical to my financial and mental wellbeing. He looked at different ways to manage my insurance, superannuation and other financial commitments and helped take the stress out of my finances.Hayley
Mike guided us through the retirement process and managed the pitfalls of dealing with Centrelink on our behalf. We are very grateful for the time and care he put into our retirement needsTerry
Mike helped us to simplify our superannuation and investment needs, at the same time savings us money on high fees. His work on my insurance claim was life changingCraig
After suffering a catastrophic heart attack at 30 years of age I went to Mike to manage a back dated claim on my behalf. He was tenacious in acting for me with successful outcomes over different policies. The consequences of getting the money has changed my life and I could not be more grateful for his hard work.Glen