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Why See Us?

Financial advice provides strategies to maximise your wealth and achieve your goals. Expert guidance to help you navigate complex financial decisions, ensuring you save time, avoid mistakes, and secure your financial future. Take this step to safeguarding and growing your assets.

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

What our clients say

“Since the time I first met Esther, I have been impressed with her enthusiasm, caring and genuine passion for what she does…! Whether it is talking about her clients or her business to the tireless work she does with her peers & the AFA, Esther is always at the forefront to ensure our proud industry not only grows – but excels into the future. Keep at it Esther, your personality & fun is ‘infectious’!!”
STEVE SALVIA
“Esther, thank you so much for your assistance to date – (my client) has been fortunate to have such professional support in an area which can be quite fraught!”
JILLIAN HEELEY, BARRISTER AND SOLICITOR, DELANCEY LEGAL
“Esther Althaus’ Financial Literacy course has been a great success. She is a warm and open presenter whose advice is practical and honest. The sessions were appropriate and adjusted for the different levels of knowledge of participants. She has the highest ethical standards and her integrity makes her a compelling teacher and trusted adviser. This short course has given me the tools to act with new confidence and to further my knowledge.”
DR DEBORAH RECHTER, EXHIBITION CURATOR
“Esther Althaus’ Financial Literacy course has been a great success. She is a warm and open presenter whose advice is practical and honest. The sessions were appropriate and adjusted for the different levels of knowledge of participants. She has the highest ethical standards and her integrity makes her a compelling teacher and trusted adviser. This short course has given me the tools to act with new confidence and to further my knowledge.”
SHANI ARON

Insights

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The cost of refinancing your home loan

Consider the expenses involved in refinancing If you’re debating whether to refinance your home loan, you need to think about…
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Retirement income

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CGT when selling your rental property

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Term deposits

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The lowdown on negative gearing

Recently, negative gearing has been making waves in the news and with rental affordability becoming a serious issue in Australia,…
Harnessing your professional brand in a world of AI

Harnessing your professional brand in a world of AI

Artificial Intelligence (AI) technology is becoming more prevalent in our society and although there are many early adopters of AI,…
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Perspective Financial Services Pty Ltd ABN 19 056 130 351 trading as Perspective Financial Services is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706). General Advice Warning Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.  

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Jane Brown

Head Accountant

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