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

Financial Planning

Financial Planning

To achieve long-term financial success, two essential elements are required – a realistic financial goal developed with a qualified planner and a sound investment strategy. Through a developed appreciation and understanding of your individual needs, we can create a step-by-step plan to assist in the realisation of short and long-term objectives.

Wealth Creation

From a world of investment alternatives, your Vertex adviser can evaluate and identify the most effective wealth creation strategies to actualise your financial goals.

Mortgage Elimination Strategies

It’s likely that your family home will be the greatest expense that you ever undertake. The average mortgage repayment will account for over 30% of your weekly income (Australian Bureau of Statistics Census 2006).

We can devise and implement a range of simple strategies to eliminate your mortgage in less time and then redirect this capital to wealth accumulation activities.