Welcome to Active Financial Services

Working with the right financial adviser is as important as the underlying strategies or investments you employ, the accountant or lawyer you use, or the bank you trust with your money. The strength of the relationship between you and your adviser can greatly impact the overall performance of your portfolio as well as the selected strategies to achieve your goals.

Active Financial Services was established with this important fundamental principle in mind. We believe building strong relationships with our clients allows our advisers to develop an enhanced understanding of our clients circumstances which ultimately provides the foundation for providing quality financial advice.

Active Financial Services (Active FS) is a privately owned and operated Western Australian financial advice and wealth management business based in South Perth. All of our advisers are highly qualified, experienced and respected within the financial services industry. It has been our privilege to help a vast array of clients, ranging from mums and dads, to affluent individuals and families, to the busy business owner.

Our advisers are portfolio planners who focus on providing sound and realistic strategic solutions, not financial service products. Our advice is professional, clear and concise. Whether its self managed super funds, borrowing to invest, protecting your wealth, or protecting your retirement nest egg, we deliver objective professional advice with a comprehensive approach built on many years of best practice.

Call us on 08 9474 2255
Why Choose Us?

 

Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Active Financial Services Licensee number 234665
FPA    CFP