Our Services

Providing Better Advice For A Better Future

Services Monument Advisory Financial Advice Business Advice Perth

We know you're not the same as the next person.
You have different goals and dreams.

The cornerstone of the advice that Monument Advisory provides is the belief that no two client situations are to be treated the same. We fundamentally believe the best financial advice can only be developed when anchored to a true understanding of the outcomes clients are looking to achieve, for themselves and those closest to them.

As a source of financial truth for our clients, we focus our skills, experience, time and energies on removing financial uncertainty, worry and indecision from your lives, so you can continually move forward. At the end of every working week we are consistently humbled by the varied client journeys we are privileged to be a part of.

How we work with you

To help determine which information is relevant to you, our clients, we identify which path you are on and align you with the path that leads to the outcomes you are looking to achieve.

By walking the path with Monument Advisory there will be less financial surprises, less financial regrets and less financial stress when determining which choices are beneficial to them.

Our clients, like you, can take action with confidence you are making decisions that are increasing the certainty of achieving what is most important to you.

The following provides an overview of the steps we work through together when you become a part of the Monument Advisory family.

Discovery

Before we can provide you with quality, tailored advice, we need to understand what is most important to you.

Scope

The proposal of how we believe we can best add value to your situation. In this meeting we will agree on the scope of advice you would like to receive.

Strategy

We will discuss the various strategies available to you and work with you to determine what is most appropriate for your situation.

Advice

Provide you with detailed advice that reflects the outcomes of our Strategy meeting.

Implement

Following your approval we will implement the strategies outlined in our advice and make sure you are regularly updated on the progression.

Progress

We like to meet with our clients regularly to review your position and to check you are on track to achieve what is most important to you.

In addition to the expected services you would find other Financial Planners offering, we also offer

specific services focused on business and family matters.

  • Financial planning
  • Insurance
  • Superannuation
  • Self Managed Super Fund (SMSF)
  • Retirement planning
  • Investment planning and management
  • Tailored investments
  • Risk management
  • Estate planning
  • Cash flow management and budgeting
  • Debt review and management
  • Financial projections
  • Dealing with catastrophe

Business Focused Services

  • Business succession
  • Business exit planning
  • Marketing and business development
  • Advisory board
  • Business consulting
  • Profit improvement strategies
  • Business premises
  • Financial projections

Family Focused Services

  • Family CFO
  • Planning for a family
  • Education funding
  • Financial separation and divorce
  • Inheritance
  • Property strategies
  • Advisory board
  • Intergenerational wealth planning and transfers

Services Monument Advisory