Andrew Perkins

Instructant Financial Solutions

Silver
6 Yrs Experience
Clovelly Park, SA 5042

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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 $1,320 including GST and we only have fixed term service agreements for progress review services starting at $1,080 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 $240 per hour including GST.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

Instructant Financial Solutions

Unit 9, 6 MAB Eastern Prom
Clovelly Park, SA 5042

Opening hours

  • 8:00am – 5:00pm Monday – Thursday
  • 2:00pm – 5:00pm Friday
  • 8:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Independent Financial Advisers Australia Pty Ltd

AFSL 464629