Sothertons Perth have various financial planning group affiliates that are used to provide a complete investment solution for our clients - individuals, businesses and professional firms.

Our referral services arrangement provides comprehensive financial advisory and implementation services in the following areas:

• Wealth Creation & Accumulation
• Savings Plan
• Financial Plans
• Limited Advice
• Superannuation
• Retirement Income Streams
• Investments in Direct Shares & Managed Funds
• General Investment & Tax Effective Strategies
• Placement of funds and ongoing monitoring
• Social Security Entitlements
• Estate Planning
• Salary Packaging
• Regular Client Seminars
• Personal Insurances

Please contact our office for personalised and professional financial advice:

James Hodder (Direct Share Portfolio Management)
Richard Edinger and Peter Davies (Direct Share Portfolio Management)
James Vinson (Managed Funds Services)
Frank Trim (Personal Insurances)
Peter Holland (direct share portfolio and strategic risk management)