Perth Partners is a firm for individuals, businesses, and governments that operates completely online and on a fixed-fee basis. We are on a mission to make quality financial consultancy services for individuals and entrepreneurs. Our logo is symbolic because it represents how we want to see individuals and businesses grow and scale.
Every day, we see individuals and businesses face different dilemmas pertaining to finances and investments but all too often, they end up being derailed by the complicated processes involved in getting their finances right.
The idea for Perth Partners started when we were working as financial and investment professionals in corporate consulting firms, banks, and cryptocurrency exchanges servicing well-established clients. These clients can afford financial advisors and are accustomed to getting quality financial advice. The truth is financial advisory has always been seen as a service for High Net Worth individuals. But there’s a startling amount of middle-class individuals and businesses that end up drawing the short straw because they just don’t have the right financial service.
So why are financial advisors not accessible and why are people averse to speaking with one?
Having a financial consultant is very difficult. They are too expensive, too time-consuming, and hard to reach; crucially for the 21st century, they are not online. That is where Perth Partners comes in.
We are a new type of financial consultancy firm made up of globally trained financial experts that can operate online or in-person – saving our customers time and money and providing quality financial consultancy, coaching, and advice that are efficient, cost-effective, and user-friendly. Navigating through finances is a crucial part of creating a successful life and we believe financial consultants exist to make this task easier. And that’s exactly what we’re here to do.
And that’s exactly what we’re here to do.
We are seeing the role of a financial advisory change. Everyone can have access to a financial consultant and our vision is to democratize financial services to everyone. We believe that our financial consultants can really make a difference by doing the things simple Google searches cannot do – helping clients navigate all this information and find the right solution to their financial problems.
By empowering our financial consultants with our custom-built appointment systems that take care of the easy stuff, we are able to provide a better, more affordable service to ensure that our clients are only paying for work they cannot do themselves.