Achieve a Comfortable Retirement and Live Your Best Life
Our Story
Forty Seven Financial is a Western Australian family practice with over two decades of experience in retirement planning. Founded on the belief that everyone deserves a comfortable and secure retirement, we've helped hundreds of clients achieve their financial goals and live the life they envision.
What Drives Us
Our passion lies in empowering people to make informed financial decisions and achieve financial stability in retirement. We understand that every client is unique, with different goals and circumstances. That's why we take the time to understand your individual needs and aspirations before developing a personalized retirement plan.
Our Expertise
We have a team of experienced and qualified financial planners who are experts in:
- Retirement planning: We will work with you to assess your current financial situation, set goals, and create a tailored plan to reach your desired retirement lifestyle.
- Investment management: We will guide you through the complex world of investments and ensure your portfolio is aligned with your individual goals and risk tolerance.
- Tax planning: We will help you maximize your tax benefits and minimize unnecessary taxes.
- Estate planning: We can provide guidance on issues such as wills, power of attorney, and superannuation nominations.
Why Choose Forty Seven Financial?
- Independent and tailored: We are not affiliated with any banks, superannuation funds, or other financial institutions, allowing us to act in your best interests.
- Experience and expertise: Our team boasts extensive knowledge and qualifications in retirement planning, investment management, and tax planning.
- Personalised approach: We take the time to understand your individual needs and aspirations before developing a customized plan.
- Long-term relationships: We are committed to building lasting relationships with our clients and providing ongoing support throughout your retirement planning journey.
Our Commitment
At Forty Seven Financial, we are dedicated to providing our clients with:
- Transparency: We provide clear and understandable explanations of our processes and fees.
- Communication: We maintain open and regular communication with our clients to ensure their needs are met.
- Security: We adhere to the highest industry standards for security and confidentiality.
Overall Feedback
The overall feedback from users who have worked with Leanne and Fortyseven group is overwhelmingly positive. Here's a detailed summary:
Service and Advice
The group's service is described as amazing, and their advice has been instrumental in helping users make important business decisions. The users appreciate the guidance and expertise provided by the group, which has been valuable in navigating complex accounting and business challenges.
Recommendation
Users highly recommend Leanne and Fortyseven group to anyone seeking advice and accounting solutions. The group's reputation for exceptional service and valuable guidance has earned them a strong recommendation from satisfied customers.
