At Boutique Advisers we help our clients make confident life decisions about their Wealth. We help our clients by understanding what is important to them through our 5 pillars advice journey that allows us to deeply understand their Financial Goals and their Purpose and Legacy needs. Through our unique Advice Maps and Life Plan modelling we can make sure you have the clarity over your financial position now and where you are heading in the future.

Boutique Advisers Private Wealth are the 2023 winner of the Financial Advice Association of Australia (FAAA) National Professional Practice of the year awards and were finalists in 2022. We provide independent advice and have been in business helping people for over 20 years.

Located in Subiaco, Boutique have a financial advice team of 8 advisers, all with differing depth of expertise to help clients at all stages of life from professional's, business owners, families, retiree's or those wanting to plan for retirement.

We are happy to meet for a no obligation meeting at our offices in Subiaco or on a video call so that we can better understand how we can help.

Boutique is an independent advice firm; we charge a flat fee which is quoted upfront in writing so we can provide the best independent advice. We do not accept or receive commissions from any third parties.

https://boutiqueadvisers.com.au/independent-financial-advice/#who-we-are

Served areas

Financial Planning and Wealth Advice, Wealth Creation and Investment Management, Superannuation and Self-Managed Super Funds, Retirement Planning, Succession and Estate Planning, Family Business Solution, Inheritances, Business Sales and Financial Settlements, Wealth Protection

Details

Year established: 2003
Employees: 24
Licensed
Insured

Highlights and features

Offering Independant advice - fee only and we don't accept commissions.
Holder of an Australian Financial Services License (AFSL)
Independently owned and operated since 2003.
A team of 8 qualified advisers specializing in all aspects of financial advice
Located in Subiaco, walking distance from Rokeby Road and train station.
Dedicated client parking bays.
Online Teams/zoom meetings available.
Dealing with clients in all states of Australia

Associations and certifications

Financial Advice Association of Australia (FAAA) professional practice
Winner 2023 FAAA National Professional Practice of the year (finalist 2022)
Certified Financial Planners (CFP)
Accredited Family Business Advisers (FBA)

Payment methods

Credit cards, Mobile payments, Bank transfers, Cryptocurrencies

Website

Services

Financial Planning and Wealth Advice Report

At Boutique, we recognize the uniqueness of each individual's financial journey. That's why we provide personalized, independent financial planning and wealth advice specifically tailored to you and your family.

Our team of Perth Financial Advisers will work with you and your family as to and take you through our 5 Pillars journey approach to advice. This independent financial advisor takes you through Realisation, Purpose, Clarity, Collaboration and Comfort, the result is a comprehensive plan, your own Advice Map and Boutiques own “LifePlan” Modelling, that brings together all of your Goals, Purpose and Legacy needs.

Wealth Creation and Investment Management Report

At Boutique, we emphasize the importance of risk management and asset diversification in safeguarding your wealth. By comprehending your risk tolerance and assessing your existing asset portfolio, we can develop a customized plan designed to safeguard your finances across extended investment cycles. Our objective is to support you in staying committed to your financial journey, realizing all your life goals, and enabling you to make informed decisions about your wealth with confidence.

Superannuation and Self-Managed Super Fund (SMSF) Advice Report

At Boutique, our Perth Financial Advice team offers impartial Superannuation advice. Given the dynamic regulatory environment, seeking professional guidance for your Superannuation requirements is crucial. Recognizing that Superannuation plays a pivotal role in retirement planning, we are dedicated to assisting you in achieving optimal outcomes. Our disciplined approach, honed through years of experience, is customized to your unique needs, employing established strategies to generate the most favorable results for you and your family.

Videos

Start where you are - Boutique Advisers

Boutique Advisers are here to help you create your best future. Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach - with a customised solution and guided implementation. https://www.boutiqueadvisers.com.au/

Reviews (24)

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Ben Scott

Jan 06, 2024

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Gary and the team at Boutique Advisers go above and beyond providing our family trusted and tailored wealth advice. Their holistic approach is not just about financial performance, it’s also about ensuring my family and I can focus on what’s important to us. Gary is a trusted pair of hands helping us with our investments and importantly what strategies we need to follow so we can achieve everything we want in life. What is important to us is that they truly understand that financial security for our family and working with us to achieve our goals are integral to our financial wellbeing. We would highly recommend the Boutique Advisers team to those seeking any formal of financial advice and surety for their family.

David Martin

Jan 06, 2024

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Boutique Advisers has been looking after my family’s financial wellbeing for nearly 15 years and in that time has become more than a financial adviser; the Boutique team has become a trusted participant in our family’s long-term goal planning and execution.

James

Jan 06, 2024

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We have engaged Gary and the Boutique team for the last twenty years to manage our family investment funds on behalf of my wife and I, and our children. We have found their service to be the best we have encountered in five decades of managing family investment portfolios. Their services are broad ranging, and start with providing independent investment advice. They have also advised us on arranging wills, private investment ventures, arranging margin loans at very competitive rates, arranging tax-efficient asset sales, accounting services, and negotiating property acquisitions and sales.

Shirley

Jan 06, 2024

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Boutique Advisers have been looking after our family for 10 years and they have been lifechanging in keeping us on track and helping us achieve everything we want in life

Esme

Jan 04, 2024

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We are very satisfied with the services provided by Sean and team at Boutique Advisors. Sean was very knowledgeable, helpful, and had excellent insight into our financial goals and future. We now have a lot more clarity about the decisions we will be making in the future. Thanks Sean!

Darryl Gilchrist

Dec 15, 2023

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We have been using Boutique for around 10 years now and can highly recommend them for all your personal financial and related services. The team at Boutique are very personable and friendly, yet consistently display key attributes of professionalism, integrity and financial legality that are paramount in any financial advisory industry that is planning and managing your financial future!

Little Shop Of Happiness

Dec 15, 2023

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Just in time are amazing to deal, customer service is 10/10 every time everyone is always extremely helpful. They offer such a wide range of products and delivery is always prompt. Just in times delivery guy is lovely and goes out of his way to be kind and helpful. Thank you for such a great service. I would highly recommend

Jason Young

Dec 14, 2023

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We have been with Boutique Advisers and Private Wealth for 25 years, in that time Neil Cocker has been our adviser. We are extremely grateful for Neils professional advice and ongoing client relationship to help set goals for our future. Neil and his Team have always gone above and beyond to assist us and our family.

Lyn Scantlebury

Dec 05, 2023

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We have been with Boutique Advisors Private Wealth for many years and have full trust in their knowledge and advice. Their scope of expertise has proved invaluable towards building our wealth and retirement ambitions. Always professional, friendly and patient during meetings and we would not hesitate to recommend their services. Always happy to help!

Frank Moretti

Dec 05, 2023

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I had the privilege of working with Boutique Advisors for several years and I cannot express enough how impressed I am with the quality of their financial advisory service. From the moment I walked into their office, I was met with professionalism, expertise, and a genuine commitment to helping me achieve my financial goals. Karen took the time to listen to my specific financial needs and goals and tailored a comprehensive plan that met all of my expectations. Karen's knowledge of the financial industry is truly exceptional. Karen explained what appeared to me as complex financial concepts in a way that I could easily understand.

One of the aspects that I appreciated the most was the level of personal attention I received. Karen is always readily available to answer my questions and offer guidance whenever I needed it. This made me feel like a valued client and not just another account number. Furthermore, I have no hesitation in recommending Boutique Advisors services. This is only reinforced by the exceptional support I received from Kim in administering our plan. Karen and kim seamless teamwork enhanced my overall experience.

Jonesowenr

Dec 03, 2023

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Boutique Advisers have been helping with our financial planning and our self-managed super fund for many years. They have always been efficient and prompt. Boutique are now helping our youngest son with his finances and I suspect will be helping our only daughter as well in the near future.

Brett Futcher

Dec 03, 2023

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Andrew and co have given me a much better understanding of my finances - a detailed plan is in place to achieve long term stability, better than I thought possible at my age.

Jonathan Freeman

Dec 02, 2023

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Had some great meetings with the team at boutique, before finally settling on the right financial plan for my future. Throughout the process, they kept me informed, listening to my goals and helping come up with a solution. Great service, no pushy salespeople and very competitively priced for their services and ongoing support. Have recommended Boutique to my friends.

Moji Negro

Dec 02, 2023

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We've been using Boutique advisers for approx. 6 years for financial planning and have absolutely no regrets. It's great having a partnership with them to assist us in achieving our financial goals. Everyone we deal with are very professional and efficient. We have and would recommend them.

Niari Purdy

Nov 29, 2023

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Always welcoming, professional, highly knowledgeable and connected to other professional services that I have needed over the past decade. My kids are now accessing their services - the third generation of my family to do so. Highly recommend - Andrew has been fantastic!

Jim Fisher

Nov 26, 2023

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Excellent customer service provided in a very friendly and professional manner. Always ready to discuss any issues promptly and ensure that we have an accurate picture of our portfolio.

Dean Keating

Nov 19, 2023

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Andrew and the team at Boutique Advisors provide an outstanding service. They have a superb way of navigating your current situation to assist in reaching your end goals. The sessions with the team gave a clear plan and delivered on peace of mind. The process keeps things very simple and you are given endless support along the way. Andrew has supported numerous clients of District32 also has a legion of testimonials for the experience delivered.

Peter Birch

Nov 18, 2023

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We are very confident in having our investments handled by Boutique Advisers. All transactions are transparent and notified, and the fee structure is set up front annually through regular reviews. Have been with our financial adviser for 23 years, though all the downs and the ups of the market.

James Grey

Nov 17, 2023

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We chose Boutique Advisors to be our trusted financial managers for our future. The team their focus on your personal needs and risk appetite with zero product pushing. They accommodated our needs for ethical investing and produced far superior returns to our previous superannuation investments. Their staff are highly knowledgeable, accomodating and extremely responsive. I can highly recommend Boutique Advisors for your financial planning needs.

Derek Ford

Nov 16, 2023

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I've known Andrew and Gary for a number of years and have been happy to not only refer clients and friends to Boutique but use them personally for our financial planning and assistance with Superannuation.

Brenda Cheveralls

Nov 16, 2023

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I have had a very positive interaction with Boutique Advisors. The staff are very friendly and professional, provide regular detailed updates and are always available when required to answer questions. I have only had very positive experiences with Boutique Advisors and am very happy with their services and advice.

Peter Cowie

Nov 15, 2023

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Always clear & well detailed advice. Always readily accessible by phone/email to resolve financial planning & investment opportunities. Helpful advice re banking loans etc. 15 years of First rate Service!

Adam Selwood

Oct 03, 2023

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Extremely professional and experienced team to work with. We are very happy with the high-quality advice and service Boutique Advisors have provided for our family's future. Thank you, guys!

Fraser McInnes

Sep 27, 2023

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Very professional team having dealt with Gary, Sean, Monica and Nicole in different capacities for near on 10 years. Always had clients best interests at mind. Provided sound and knowledgeable advice. Highly recommend.