Financial & Insurance Services
AWT Financial Services
Hello, I am Phil, a financial adviser dedicated to helping individuals navigate the complexities of the financial landscape. With a proven track record of delivering tailored solutions, I specialise in optimising wealth management, retirement planning, and investment strategies. My commitment is to empower clients to make informed decisions that align with their unique financial goals. Let’s start the journey to secure your financial future together.
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BOQ Personal Banking
Bank of Queensland (BOQ) is one of Australia’s leading regional banks. We’re also among the few still not owned by one of the big banks. At BOQ, most of our branches are run by local Owner-Managers. This means they’re running a small business and understand what it means to deliver personal service. We pride ourselves on building long-term customer relationships that are based on mutual respect and understanding. We have a network of branches and mobile bankers across Australia and each and every one of them really get to know our customers and recognise the things they need. It’s how we’ve been doing business since 1874. We’ve created simple, easy-to-understand banking products to help support our customers’ financial needs. We offer a range of these products and services to individuals, as well as businesses. We’re one of the top 100 Australian companies ranked by market capitalisation on the Australian Securities Exchange and are regulated by the Australian Prudential Regulation Authority as an Authorised Deposit-taking Institution.
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BRI Ferrier Perth
BRI Ferrier Western Australia provides recovery, insolvency, advisory and forensic accounting services to businesses throughout Western Australia and beyond. We have a wealth of in-house technical expertise as well as the support of our specialist professionals from BRI Ferrier’s unrivalled national and international network.
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Fox Mortgage Services
At Fox Mortgage Services, we understand that it’s important that you have the right help to assist in making those decisions that can help shape your financial success. We know that understanding who you are and where you want to go will enable us to be proactive for you build a long lasting relationship that will save you time and money. We have a team of mobile accredited finance and mortgage brokers based around the Perth Metro area. They are accredited to deal with personal, business and commercial clients. With access to a wide range of financial service providers, we can make sure that you have the choice of the best products and prices to assist you in making a more informed decision. Think of your broker as a professional resource in the same way you think of your accountant, financial planner or solicitor. We will work with you and your service providers (real estate agent, conveyancer and lender) during your purchasing process, while ensuring we help you obtain the finance that best suits your circumstances and needs. In 2020 Fox Mortgage Services were state finalists in The Adviser Better Business Awards for Best Customer Service and Best Office. In 2019 they won the Connective Excellence Award WA for Marketing Program of the Year. 2018 MFAA Exellence Awards for WA Diversified Business, 2018 Connective Excellence Awards Finalists for Best Marketing Program and were awarded a position in the Top 10 Australian Mortgage Blog by Feedspot. When you call Fox Mortgage Services, you will speak to a real person in Perth, not an operator, and we will guide you through your loan process with ease. Contact the office on 08 9304 9682 to get started.
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Garigal Services – Business Broking Specialist
At Garigal, the focus is on making the business sale experience as simple and stress-free as possible. They take care of every stage of the process — from providing free appraisals and creating tailored marketing plans to managing enquiries, qualifying buyers, negotiating offers, and guiding you through to settlement. With experience across businesses of all sizes and industries, Garigal has particular expertise in the Commercial, Food & Beverage, ICT, Managed Service Providers, and retail sectors. Their goal is to give business owners peace of mind and the confidence that their sale is in expert hands.
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Lawrence Meyer – Mortgage Broker Liberty Network Services
Lawrence Meyer brings over 20 years of experience in financial services across Australia and South Africa. He helps clients from all walks of life find lending solutions that suit their unique needs and goals. As a Liberty Mortgage Broker, Lawrence makes the lending process smooth, stress-free, and straightforward. He guides clients through every step, providing clarity and confidence along the way. He works with a wide range of lending solutions, including home loans, investment loans, commercial finance, personal loans, vehicle finance, and SMSF loans. Lawrence is a member of the Mortgage & Finance Association of Australia (MFAA) and holds a Diploma in Mortgage and Finance, giving him the expertise to support clients effectively.
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LBBM Property Group – Loveness Matemera
LBBM Property Group is a Perth-based buyer’s agency committed to making property buying simple, strategic, and stress-free. We specialise in guiding time-poor professionals, first-home buyers, investors, and SMSF clients through every stage of the property journey, from goal setting and strategy to research, negotiation, due diligence, and settlement. Leading our expert team is Loveness Matemera, a dedicated buyer’s agent passionate about helping clients achieve their property goals with confidence. With a strong background in business analysis and market research, Loveness provides tailored strategies, personalised guidance, and hands-on support to ensure each client finds the right property at the best possible price. Based in Western Australia, LBBM Property Group combines local market knowledge with a client-first approach, helping buyers save time, reduce stress, and make informed decisions.
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McKinley Plowman
In 1997, when Nigel Plowman and Murray McKinley began bouncing around the idea of an accounting firm in Joondalup, so were the kangaroos. More than twenty years on, the two-man show has grown into one of WA’s most successful independent accounting firms. Trusted by mums and dads, small to medium businesses right through to large corporations, no client is too big or too small.
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Mortgage Choice Joondalup
With so many options to choose from, finding the right home loan can seem overwhelming. Your Mortgage Choice broker will handle your home loan for you from start to finish, giving you the reassurance of expert home loan advice and ongoing support. With access to more than 35 lenders and thousands of different home loans, we won’t stop until we’ve found you the right home loan for your individual needs.
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Robertson Bookkeeping
Robertson Bookkeeping Perth is a specialist bookkeeping service supporting small and medium-sized businesses with tax compliance, cloud accounting and accurate financial reporting. Every client works directly with Natalie, ensuring consistency, accountability and a deep understanding of how their business operates. Known for being present, personable and detail-focused, Natalie provides reliable financial support that helps business owners remain compliant, informed and confident in their numbers. With over 30 years’ experience as a CPA qualified accountant, qualified bookkeeper, certified Xero Advisor and registered BAS Agent, Natalie offers expertise beyond standard bookkeeping, combined with a friendly and personal approach. Services include:✓ BAS and GST✓ Payroll✓ Reconciliations✓ Reporting✓ Cloud accounting✓ Ongoing bookkeeping support
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Westminster National Finance Brokers
At Westminster National we make it easy for the banks, which makes it easy for you. We help you put the right foot forward and that takes the guesswork out of your finance application, ensuring the banks can say yes. We love the Banks and they love us too. So, it’s not so much a case of us versus them, but more of us working with them to provide a simpler, faster and better solution for you. We do all the legwork to help fast-track the approval process. We work for you. There are many advantages of using a finance broker. The time and effort to navigate through the multitude of finance options can be vast, but we have already done the work and can guide you straight to the best options, where we know the outcome will work for you. Value for you:- We work for you Multiple lender and loan options Genuine and personable service Ongoing advice and support Save time, money and stress with our highly experienced team We make sure we understand your requirements and your financial position. And we work to find the best product, and the best deal, to serve your needs. We stay abreast of all products offered by banks and lending institutions so that when you need finance, we know which lenders to approach. We know who to deal with too. Which means we get priority treatment, fast turnaround and the right outcomes. We can regularly get you the best deal in the shortest time because we know what the banks are looking for and the critical factors in how they assess your borrowing risk
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Westpac SME and Small Business WA North
At Westpac SME and Small Business WA North, our team is proud to be locally based in Joondalup, working closely with small to medium businesses across the region. We understand the challenges and opportunities that local businesses face and are committed to providing practical, tailored financial solutions to help them grow and succeed. Being part of the local community is important to us. We actively support initiatives that promote financial literacy and education, helping businesses and residents make informed financial decisions for long-term success. Our approach is personal, hands-on, and focused on building strong relationships. Whether you’re looking for guidance on business growth, financing solutions, or just want a trusted partner in the community, our team is here to support you every step of the way.
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