Contact Details

Address
358 Rokeby Road, SUBIACO
Western Australia 6008

Postal Address
PO Box 435, SUBIACO
Western Australia 6904

Phone +61 8 9388 7007
Fax +61 8 9388 7004

service@vertexfs.com.au

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Estate & Retirement Planning

Through our referral partners, Vertex can arrange your personal and business affairs to ensure that your beneficiaries receive the maximum benefit from your estate, through a variety of innovative and tax effective strategies.

Financial Planning Services

Superannuation

A comprehensive retirement and superannuation strategy

Financial Planning

A realistic financial goal developed with a qualified planner and a sound investment strategy.

Risk Insurance

Protecting your wealth and assets is an essential part of any successful financial plan.

Estate & Retirement Planning

Vertex can arrange your personal and business affairs to ensure...

Business and Succession Planning

The main aim of a business succession plan is to ensure the survival of the business

Key Person Cover

The sudden loss of a key person can have a huge detrimental impact on their business...

Tax Effective Investments

Tax effective investments offer investors numerous benefits...

Corporate Services

We provide a range of services to cater for medium to large scale businesses

Fee Structure

Vertex Financial Solutions Group Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services Licencee Licence No. 244232. Unit 7, 50 Borthwick Ave Murarrie QLD 4172. This website includes information for Australian residents only.