1
United Financial Services
from 228 Google reviews.
Most reviewed · Updated October 2026
The financial planners of Western Australia
As of October 2026, the three most reviewed financial planners rated 4.0 or better in Western Australia on Well Referred are United Financial Services (228 Google reviews at 5.0), Capital Managers (191 Google reviews at 5.0) and FQ Finance (142 Google reviews at 5.0).
- Financial Planners compared
- 130
- Google reviews
- 2,253
- Median rating
- 5.0
The financial planners of Western Australia: the top 50
2
Capital Managers
from 191 Google reviews.
3
FQ Finance
from 142 Google reviews.
4
Wealthwise
from 116 Google reviews.
The Garden Office Park, Suite 2, Level 4, Building C Scarborough Beach Rd
5
Compass Financial
from 106 Google reviews.
21 Spencer St, Bunbury WA 6230
6
HPH Solutions
from 103 Google reviews.
123 Melville Pde, Perth WA 6152
7
Mal Dobson & Associates
from 81 Google reviews.
7 Woodpecker Ave, Perth WA 6155
8
Proactiv Financial Solutions
from 62 Google reviews.
300 Vahland Ave, Perth WA 6155
9
Barns Financial Services
from 61 Google reviews.
10
Preston Wealth
from 56 Google reviews.
1 Preston St, Perth WA 6152
11
Inspired Money
from 53 Google reviews.
Ste 4, Level 1/610 Murray St
12
Armada Accountants & Advisors
from 52 Google reviews.
18 Sangiorgio Ct, Perth WA 6017
13
R&R Wealth Solutions
from 48 Google reviews.
35 Tamara Dr, Perth WA 6164
14
Leeuwin Finance
from 44 Google reviews.
15
Falcon Wealth Management
from 43 Google reviews.
16
Wealth Lens
from 39 Google reviews.
17
Acumen Wealth Management
from 37 Google reviews.
18
Fortitude Wealth
from 37 Google reviews.
19
Iconic Wealth Mandurah
from 30 Google reviews.
8 Sholl St, Mandurah WA 6210
20
Essential Financial Advice
from 30 Google reviews.
52 Forrest Ave, Bunbury WA 6230
21
Affluence Private Wealth
from 29 Google reviews.
162 Colin St, Perth WA 6005
22
Knight
from 28 Google reviews.
Level 2, Unit 19/100 Railway Rd
23
Spence Financial Management
from 26 Google reviews.
24
HPH Solutions Wannanup
from 23 Google reviews.
25
Merideon Wealth Strategies
from 22 Google reviews.
26
Bellwether Perth CBD
from 21 Google reviews.
Exchange Tower, Level 20/2 The Esplanade
27
Koombana Financial
from 19 Google reviews.
The Old Bunbury Post Office, Lot 500 Stephen St
28
Scope Advisory
from 19 Google reviews.
Suite 5, Level 1/12-14 Thelma St
29
Think Capital | Strategic Financial Planning Advice
from 19 Google reviews.
30
Andep Investment Consultancy
from 17 Google reviews.
251 Adelaide Ter, Perth WA 6000
31
Byfields Wealth Management
from 17 Google reviews.
32
Iconic Wealth
from 17 Google reviews.
33
Globe Financial Planning
from 16 Google reviews.
34
Pixel Wealth Management
from 15 Google reviews.
35
Core Wealth Financial Planning
from 14 Google reviews.
Level 1, Suite 1/45 Northside Dr
36
Provident Financial Services
from 14 Google reviews.
37
Uprise Financial Pty Ltd
from 14 Google reviews.
Level 3, 3A Davies Road, Claremont WA 6010
38
Fortis Wealth Management
from 12 Google reviews.
9 Bowman St, Perth WA 6151
39
Ord Minnett Perth
from 12 Google reviews.
40
South City Brokers financial planning
from 12 Google reviews.
37 Blythe Ave, Perth WA 6060
41
Smith Wealth Partners
from 12 Google reviews.
224 Balcatta Rd, Perth WA 6021
42
Rockingham Financial Advisers
from 12 Google reviews.
43
Precept Financial Services (Esperance)
from 11 Google reviews.
98 Dempster Street, Esperance WA 6450
44
Strategic Prosperity Group - Financial Planning Specialists
from 10 Google reviews.
Lvl 1, Suite 10/30 Hasler Rd
45
Incito Wealth Pty Ltd
from 9 Google reviews.
152 Great Eastern Hwy, Perth WA 6104
46
Kensington Wealth
from 9 Google reviews.
315 Bulwer St, Perth WA 6000
47
Wealthwise Mandurah
from 9 Google reviews.
48
Forrest Private Wealth | Financial Planner | Financial Advisor
from 8 Google reviews.
420 Bagot Rd, Perth WA 6008
49
Intuitive Financial Services
from 8 Google reviews.
24 Parkland Rd, Perth WA 6017
50
4C Wealth
from 7 Google reviews.
Well Referred compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 124 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
Of the financial planners compared, the most reviewed is United Financial Services, with 228 Google reviews at 5.0.
How this list is ranked
Businesses rated 4.0 or better are ranked by how many Google reviews they have. Ties go to the higher rating.
Many reviews show a business is busy and well known, not that it is the right fit for your job.
Questions
- Which financial planners in Western Australia have the most Google reviews?
- As of October 2026, the three most reviewed financial planners rated 4.0 or better in Western Australia on Well Referred are United Financial Services (228 Google reviews at 5.0), Capital Managers (191 Google reviews at 5.0) and FQ Finance (142 Google reviews at 5.0).
- How does Well Referred rank financial planners in Western Australia?
- Businesses rated 4.0 or better are ranked by how many Google reviews they have. Ties go to the higher rating. Many reviews show a business is busy and well known, not that it is the right fit for your job.
- How many financial planners in Western Australia did Well Referred compare?
- Well Referred compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 124 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.