Financial Advisers in Perth
Financial Advice To Guide 
You Through Turbulent 
Times

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What We Provide
Our services help you protect your assets, grow your wealth and control your future. 
Insurance Advice
Over $15 Million Claimed
We have a dedicated insurance claims department that has helped our clients claim in excess of $15,000,000. Insurance really does work when you have the right team behind you…
Superannuation Advice
Over $250 Million Managed
We help our client's to successfully invest over $250,000,000 in the financial markets every year. This is not a responsibility that we take lightly. We have a full time investment team.
Investment Advice
$4 Billion In Knowledge
Successful investing is a core part of what we help our clients with. It's also the lifeblood to a comfortable retirement. That's why we have formed an investment committee with members who consult on over $4 Billion in assets.
Keep reading to learn more.
Our Advisers Have Been Mentioned In:
Money Management, The West Australian, Financial Review and Select Adviser.
Our Client Mentions
“The team have looked after our superannuation, income protection, life insurance and overseas pension entitlements for many years and have proven to be professional, honest and extremely hard working showing great initiative to ensure we are well informed and secure in the knowledge our financial future is being managed by an extremely capable team.” 
Carol Stanley
Pete Young
“Financial Framework have been of tremendous assistance to me in sorting out my many and varied financial quandaries. I could not have managed it without 
their help and all accomplished in a friendly and efficient manner...
thank you and great work!”   
 “When we made our first appointment with Financial Framework, we were very apprehensive as neither myself or my husband understood the concept of Superannuation. We felt very comfortable with our consultant, he explained things in great detail and answered all questions asked. We left our meeting feeling confident that our finances were in safe hands.” 
Elizabeth
Chris Gittens
 “I have been very happy with the flexibility to choose (or not choose) the level of involvement in the process and financial decision making, 
I would recommend his services to anyone.” 
“The team have been looking after our superannuation and risk insurance for many years. Dan's professionalism, integrity, good humour and attention to detail are second to none. Nothing is too hard. I would totally recommend Dan to all my family and friends.”
Christine Neils
Our team have over 120+ independent online reviews from happy clients.
How We Create Successful Outcomes
For Our Family Of Clients...
The Team at Financial Framework Follow 4 Firm Principles
Principle # 1
Strive For 110% Client Satisfaction In All Situations
You really are our entire world. We have structured our business so we can spend the necessary amount of time with you and really get to cater to your financial needs and objectives.
Principle #2 
Exceed Industry Compliance Standards With Diligent Research
We seek to provide outstanding investment portfolio performance without sacrificing the compliance standards set by our governing bodies.
Principle #3
Provide Tailored Investment Options For Retirement Goals
Treat every individual as an individual. We don't fit you into a box based on your age or circumstances. We provide tailored advice to every individual planning to grow their wealth and eventually retire to enjoy it.
Principle #4
Monitor, Review and Care For All Clients at Every Stage
Some advisers in Perth have a reputation for not caring after their client's have "paid". However, we have a strong relationship with all clients and have even been known to treat our clients like family in times of need.
The Financial Framework Advice Team
(Financial Advisers Pictured.)
"Each member of our advice team is an expert in their field, All Financial Advisers are fully accredited and licensed to provide the highest quality advice to you."

All of our advisers are licensed under Synchron and hold their financial advice membership with the Association of Financial Advisers (AFA)
An Educated Team

All of our Financial Advisers are subject to a minimum of 40 hours of professional development per year.

In addition, our team attends local, interstate and international conferences (pandemic permitting) to stay ahead of the curve.


A Multi Skilled Team

When you receive advice from a Financial Framework Adviser, you get the experience of an entire team.

Our advisers have varying backgrounds; from accounting, law, financial advice, investment banking and personal lending. No challenge is too great when you have all that knowledge in one team.


Financial Performance
If You're Seeking Above Average Returns, You're In The Right Place.

Below are 4 of our investment funds (all differing depending on your circumstances). 
Our goal is to outperform the market and the industry benchmarks.

We're proud to say we've been able to do so successfully over the last few years (as seen below).
Annual Returns as at 30/06/2020
We've Structured Our Investment Portfolios To Outperform The Market.
If you would like to know more, please request a complimentary phone call.
Besides Being Good Money Managers, What More Do We Offer?
 Value Packed Fees
Our fees are structured so that you are always receiving exceptional value for your money. We have 4 levels of fee structure to suit your needs.
 Maximisation of Superannuation and Retirement
You can always be sure that we are striving for maximum returns. This follows our number one rule of 110% client satisfaction.

 Independent Insurance Claims 
Claiming your insurance directly through your policy can be difficult for many people.

If the rainy day should occur, we're here to help you make a claim on your insurance. We can hold your hand through the entire process. We also have a well respected win rate for insurance claims ($15,000,000).

 Real People With Great Service
We have a large support team of staff so that we can provide the best service to our clients. Whenever you call (during opening hours) there will always be someone to answer your questions.
Financial Advice Fees
We Have Flexible Fees Designed For Your Convenience
We provide both fee for advice and fee paid by product.
We allow you to decide which method you would like to use.

If you are the right fit for Financial Framework, we will cover the cost of our first meeting together.

All of our fees will be disclosed in the first meeting.
Who Should Apply For A Phone Call?
Unfortunately, we can't take on everyone. 

Our specialised advice services have a limited capacity and for that reason we can only talk to a limited number of people every year.

We have had a busy start to the year so places are starting to fill up.

To help you determine if you are a right fit for our services we have prepared a checklist below.


You Should Apply For A Phone Call If:

  •   You like to choose how much involvement you have in your finances
  •  You value transparent relationships
  •  You see the value in a financial advice partner
  •  You have big goals for your retirement future (or would like to set big goals)
  •  You'd like a high level of service  
  •  You're looking for a long term professional relationship
  •  You want to improve your confidence in retirement
  •  You're looking to retire in 20 years or less
  •  You have at least $100,000 in super or investments
You Shouldn't Apply For A Phone Call If:
  •   You don't value service
  •  You're looking for a short term professional relationship
  •  You don't value your finances
  •  You're looking to make a quick buck
  • You want to be kept in the dark about your finances
  •  You have a superannuation balance below $100,000
  •  You're more than 20 years away from retirement  
  •  You do not have goals (or want to set goals for your retirement)
About Financial Framework 
Financial Framework have been around for over 6 years now and over those years we have witnessed great change in our client's financial affairs.

We believe this success is due to the growth, protection and control which they have over their wealth.

This is a key focus at Financial Framework.
Financial Framework is a full service financial advisory firm that hosts a total of 14 staff members. 
Of those members, we have 6 financial advisers and 8 support staff.

We provide services for Superannuation, Insurance, Retirement Planning, Self Managed Super Funds and much more.
Our offices are located in the beautiful suburb of Mount Hawthorn which has close proximity to the Perth city and surrounding northern suburbs.

How We Provide Advice
At Financial Framework we have a particular way we provide financial advice.
When you become a client of Financial Framework you're not just receiving financial advice, you're becoming part of a family of clients, on a lifelong journey. We call this the Financial Framework Way.
The Financial Framework Way is the way that we create successful outcomes for every member of our family of clients.

Supporting You In Perth
All of our advisers are locals and have spent the majority of their lives in Perth.
With this local reach we support many football and rugby teams and also local schools as well.
With the majority of our clients being local, we have a deep understanding about the finances of Western Australian's.

Fun Fact... How Did We Come Up With The Name? 
Our Managing Director, Tim Luxton, has had many years of experience before starting Financial Framework.
With his experience, Tim witnessed that when you have the right financial framework you can truly achieve a great deal of confidence in your retirement.

ADRESS
1/84 Matlock Street
Mount Hawthorn 6016
CONTACT
Financial Services Guide
Click to view here.
Our Licensee
Synchron
Financial Framework Pty Ltd t/as Financial Framework ACN 168 811 425
is a Corporate Authorised Representative of Synchron AFS Licence No 243313

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