A dedicated advisor for your money, and a portfolio built around you.
Perth Finance is a premium investment advisory service for people serious about building wealth. One advisor who knows your goals, a diversified portfolio matched to your risk, and honest guidance from people with nothing to sell you.
One relationship. Everything your money needs.
Perth Finance is a single premium service, not a shelf of products you have to piece together. Here is what every client gets from the day they join us.
A dedicated financial advisor
A qualified advisor who knows your name, your goals, and your portfolio, on a one-on-one basis. Regular sessions to review where you are and decide the next move together.
Guidance between sessions
A direct line to your advisor when it matters, by email or message. Ask the question before you act, and get a straight, unhurried answer, not a sales pitch.
A portfolio built around you
A diversified portfolio matched to your risk appetite, spanning local and global stocks, crypto, and international assets, constructed with you and rebalanced as life changes.
Live investment sessions
Regular live sessions on the markets and how to invest well, in plain English, with recordings you can return to whenever a decision comes up.
Market insight briefings
Regular, jargon-free analysis of the markets delivered on a schedule, so you always know what's moving, why, and what it means for your money.
A private investor community
A private community of fellow Perth Finance investors sharing ideas, questions, and wins, with our team in the room to keep the guidance honest.
Diversified on purpose. Local, global, and everything sensible in between.
Your money shouldn't sit in one basket or chase whatever's loud this month. We build you a portfolio matched to your risk appetite and your goals, spread across the assets that actually belong together, then we keep it balanced as the market and your life move.
- Nigerian equities
- Global stocks
- Treasury & bonds
- Mutual funds
- Crypto, measured
- International assets
Built around your risk
No two clients get the same portfolio. Yours is shaped by how much risk you can genuinely live with, then reviewed with you rather than left to drift.
- Risk profile, agreed with you
- Diversified across asset classes
- Rebalanced as life changes
The tools that keep you consistent.
Advice only works if you stick with it. Every client gets our companion tools to stay on plan between sessions.
Personal finance journal
A simple place to record decisions, goals, and lessons, so your money story is one you can actually look back on.
Investment tracker
See every holding in one view, watch it compound, and know exactly where you stand without hunting through three apps.
Budget tracker
Keep spending and saving in balance month to month, so there's always something to put to work toward your goals.
For people building real wealth, deliberately.
Investors & individual savers
First-time investors, salary earners building wealth, and retirees seeking income. We give you the clarity to navigate local and global markets with confidence, and without the sales pitch.
Professionals & business owners
Busy professionals and founders who earn well but have no time to manage it. We put your personal wealth on a plan and a portfolio, so your money works as hard as you do.
Bring us the decision you've been putting off.
A first conversation costs nothing and commits you to nothing. Tell us what you're weighing, then let us tell you plainly how we would approach it.