Best Financial Planners in Perth
Compare the top financial planners in Perth, WA, ranked by our composite reputation score.
Updated October 2026 · Based on 692 real Google reviews across the 50 financial planners
Top Financial Planners in Perth, WA
The short answer
As of October 2026, the 3 highest-ranked financial planners in Perth, WA on the Starworks directory are Capital Managers (5.0 stars from 193 Google reviews), Ultimum Financial (5.0 stars from 57 Google reviews) and Calculated Advice (5.0 stars from 56 Google reviews).
Starworks ranks 50 financial planners in Perth, WA, holding 692 Google reviews between them. Across the 50 the median rating is 5.0 stars from a median of 3 reviews. Of the 50, 48 are rated 4.5 or better and 1 has passed 100 reviews.
Every figure here is computed from Google review data that Starworks collects for financial planners in Perth, WA, recalculated when this page rebuilds. Placement on this list cannot be bought.
Scope Advisory
Read 19 reviews · Score: 66/100
Future Wealth Planners (WA) - Cathy Rademeyer - Perth Financial Planning
Read 4 reviews · Score: 57/100
Gold Vision Financial Services Pty Ltd
Read 3 reviews · Score: 48/100
Mi Accounts
Read 1 reviews · Score: 48/100
Greenwich Group
Read 3 reviews · Score: 30/100
What customers wrote about financial planners in Perth
Real Google reviews of businesses ranked on this page. Reviewer names are never shown.
“If I could give 6 stars to Matt and Vanja I would, their whole goal is to ensure the very best outcome for their clients. They are so professional and knowledgeable, but explain everything in terms you can understand…”
“I have a very helpful discussion with Hien Le who was able to explain a few things to me and show me how I can make my money work better for me. She is very easy to talk to and I hope to work with her in the future to…”
“My wife and I have been meeting with Shane Mitchell for a few years now. We appreciate his genuine interest in our current life stage/situation and this interest translates into providing us useful advice so that…”
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Frequently Asked Questions
Common questions about financial planners in Perth.
Who are the best financial planners in Perth?
As of October 2026, the 3 highest-ranked financial planners in Perth, WA on the Starworks directory are Capital Managers (5.0 stars from 193 Google reviews), Ultimum Financial (5.0 stars from 57 Google reviews) and Calculated Advice (5.0 stars from 56 Google reviews). Every figure here is computed from Google review data that Starworks collects for financial planners in Perth, WA, recalculated when this page rebuilds. Placement on this list cannot be bought.
How many financial planners does Starworks rank in Perth?
Starworks ranks 50 financial planners in Perth, WA, holding 692 Google reviews between them. Across the 50 the median rating is 5.0 stars from a median of 3 reviews. Of the 50, 48 are rated 4.5 or better and 1 has passed 100 reviews.
What star rating should I expect from a good financial planner in Perth?
The median Google rating across the 50 financial planners Starworks ranks in Perth, WA is 5.0 stars, and 48 of them sit at 4.5 or above. A rating at or near that median is ordinary for financial planners in Perth, WA rather than a warning sign on its own, and a rating well above it only means much when enough reviews stand behind it.
How many Google reviews does an established financial planner in Perth have?
The median financial planner Starworks ranks in Perth, WA carries 3 Google reviews, and 1 of the 50 financial planners have passed 100.
How does Starworks rank financial planners in Perth?
Starworks gives every financial planner in Perth, WA a reputation score out of 100 from three things: its Google star rating (up to 47 points), how many reviews back that rating (up to 35), and whether customers can reach it by website and phone number (up to 18). Review volume is the one part that can subtract: below 15 reviews it costs points, because a near-empty review record gives a stranger very little to go on. No score falls below 0 and placement cannot be bought. The score measures the strength of a business's public review record rather than the quality of its work, so it is worth reading the reviews as well, and every listing links to them on Google.
Why does a financial planner in Perth with all 5-star reviews score lower than one with a lower rating?
Because review volume counts as well as rating, and below 15 reviews it counts against you. Five perfect reviews are encouraging but thin evidence; three hundred reviews averaging 4.7 tell a stranger far more about what to expect on the day. That is a judgement about how much proof exists, not about the quality of the work, and a newer financial planner with a handful of excellent reviews may still be the right choice in Perth, WA. The star rating and review count sit next to every score so you can weigh both yourself.
Why does the same financial planner not appear several times on this list?
Some businesses run more than one Google listing, often one per suburb they service. Those are the same company, so Starworks groups them and shows the business once, using the listing with the strongest review record. That is why this page opens with 50 distinct financial planners in Perth, WA rather than a longer list of repeats.
How often is this list of financial planners in Perth updated?
This ranking of financial planners in Perth, WA rebuilds on a 30-day cycle and prints the date of its last rebuild above the list, which for the current version is October 2026. Ratings and review counts are re-read from Google over time rather than on a fixed schedule, so an individual figure here can be older than the rebuild date.
How can I improve my financial planner business ranking in Perth?
Collect genuine customer reviews consistently, and keep a working website and phone number on your Google listing, because those are the three inputs the score reads. There is no placement to buy on this page. For scale: the median financial planner Starworks ranks in Perth, WA carries 3 Google reviews at 5.0 stars.
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