Next G Wealth

Welcome

We are a boutique planning practice in Perth WA. We aim to ensure you have a quality experience and achieve your financial and lifestyle goals with ease & control.

Our values are transparency, integrity and keep it simple. We are a fee-for-service organisation. Our fee structure is simple to understand in what you pay and what you get.

Call 08 9226 3639

for a complimentary consultation
or request a call back
Welcome

We are a boutique planning practice in Perth WA. We aim to ensure you have a quality experience and achieve your financial and lifestyle goals with ease & control.

Our values are transparency, integrity and keep it simple. We are a fee-for-service organisation. Our fee structure is simple to understand in what you pay and what you get.

Call 08 9226 3639

for a complimentary consultation
or request a call back
Welcome

We are a boutique planning practice in Perth WA. We aim to ensure you have a quality experience and achieve your financial and lifestyle goals with ease & control.

Our values are transparency, integrity and keep it simple. We are a fee-for-service organisation. Our fee structure is simple to understand in what you pay and what you get.

Call 08 9226 3639

for a complimentary consultation
or request a call back
Welcome

We are a boutique planning practice in Perth WA. We aim to ensure you have a quality experience and achieve your financial and lifestyle goals with ease & control.

Our values are transparency, integrity and keep it simple. We are a fee for service organisation. Our fee-for-service structure is simple to understand in what you pay and what you get.

Call 08 9226 3639

for a complimentary consultation
or request a call back

Why choose us?

Free - no fee for initial meetings until you're fully comfortable in engaging with us to achieve your financial & lifestyle goals.

Quality services - we spcialise in providing high quality effective financial planning service in achieving your financial goals.

Integrity - We maintain the highest code of ethics & professionalism. We're a CERTIFIED FINANCIAL PLANNER ® Practitioner member of Financial Planning Association of Australia.

Care - Our key focus is to maintain long-term relationships. Our clients may call us anytime with their personal finance issues or ask for a meeting without being invoiced for that.

Specialist Services

Investment & tax planning - effective strategies to create wealth, ideal for high income earners.

Self-Managed Super Fund (SMSF) - investment stategy options.

Superannuation & Reirement (bread & butter in retirement) - understanding retirement needs, setting up investment strategy, protecting & growing your retirement nest eggs.

Fast track home loan & personal debt payouts - manage banking/mortgage in a planned way to achieve banking and borowing needs effectively.

Life Risk Insurance - protecting things that matter - protect family financially.

Welcome

Call 08 9226 3639

Welcome

Call 08 9226 3639

Welcome

Call 08 9226 3639

Welcome

Call 08 9226 3639

Why choose us?

Specialist Services