Hi, Growth Planners is a privately owned self-licensed financial planning practice located in Mandurah WA. We have been providing advice to our clients in one form or other for the past 20 years. We have no connections to banks or other financial institutions. We’re not interested in selling financial ‘products’, we’re interested in putting our clients on their own path to the future they envision for themselves.
We charge a tiered fixed fee dependent on the complexity of the strategy provided and the level of service that you the client wishes to receive. We no longer accept commissions on new personal insurance products and will instead charge a visible up front fee.
Andrew helped us with an insurance claims, the out come was excellent. We found he was very knowledgeable and efficient.He was always available to answer any of our questions throughout the process and kept us possitve. Would recomend anyone to see him.
Andrew spent a lot of time making sure my insurance settings were right. He made sure he understood my goals, worries and risk appetite before recommending products. He also advocated on my behalf with the insurer regarding policy exclusions which is 'above and beyond' service. Andrew is also a pleasure to deal with. Very personable and a great listener, I felt like he really wanted the best outcome for me.
Andrew at all times displayed great professionalism, and has been very helpful to us with our retirement plans. He is very approachable and easy to talk to. We would recommend Andrew to our family and friends.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2001
- Years of experience 22
- Bachelor of Commerce
Growth Financial PlannersSuite 3, 65 Pinjarra Road
Mandurah, WA 6210
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Growth Financial Planners