Andrew Perkins

Instructant Financial Solutions

Silver

7 Yrs Experience

Tonsley, SA 5042

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I have been advising people for 25 years as an adviser and paraplanner and 15 years as an accountant. 'Blessed to be a blessing' and 'desire to serve' are my whys. I nearly quit soon after I started because of what I saw in the industry but I stuck at it because I know I can make a difference without compromising my values. Your goals matter, your values matter and your thoughts matter. I am a goals-based adviser and that is where we start. The areas that I believe make a difference (in order of priority) are money management (cashflow), strategy, asset allocation and products (note that products are last in priority). If you áre seeking an adviser who will promise investment returns or products that will fix all your problems then I am probably not the person for you as I do not have the ego. If you are seeking an adviser who will work 'with' you to make good financial decisions to achieve 'your' goals then please contact me to talk about how I can help you.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Small Business Advice
Tax Strategies
Growing Assets

We are independent financial advisers meaning we do not charge asset based fees or commissions and are not owned or controlled by a financial product provider. If you have existing products that are suitable then any commission that is being paid is rebated back to you in full. Initial Advice fees start from $1,650 including GST and we only have fixed term service agreements for progress review services starting at $1,320 for 12 months. Implementation of advice services start at $550 if not part of fixed term agreement services. Alternatively, where there is no implementation or fixed term service agreement then advice is $242 per hour including GST.

5.00 June 2024

Andrew has employed face to face meetings, video consults, phone calls and emails. He is always available to provide expert advice and helps with understanding complex financial matters. His advise is well worth the expense saving far in excess in taxes.

4.50 December 2019

Andrew provided my family with excellent financial services and advice over some 10 years. I would not hesitate to recommend Andrew as a trustworthy advisor who truly looks after clients' interests. When we relocated from Singapore to Melbourne some years ago, Andrew kindly provided the necessary financial services and advise with home purchase and superannuation.