Award winning financial planners located in Perth
Foundation Partners provides expert guidance and recommendations to individuals and businesses on how to manage their money. This can include a wide range of services, such as investment management, retirement planning, tax planning, estate planning, risk management, debt management, education planning, financial planning, business planning, and philanthropic planning.
MEET OUR TEAM
Guy Savage
Partner
Guy Savage, an experienced financial planner and trusted wealth management advisor, helps clients achieve financial goals and secure their future. With tailored strategies covering investments, retirement planning, tax optimisation, estate planning, and insurance, Guy’s expertise aligns with unique circumstances and aspirations.
As a Partner at Foundation Partners, he prioritizes exceptional client service, building lasting relationships based on trust. Holding a Business degree and a Graduate Diploma of Financial Planning, Guy continually expands his knowledge through professional development.
Clients trust Guy’s dedication to their financial success. His client-centric approach and expertise earned him a reputation as a reliable financial planner delivering outstanding results.
Authorised Representative of Millennium 3 Financial Services.
Robbie Graham
Partner
Robbie Graham, an insurance specialist at Foundation Partners—an exclusive financial planning firm, provides tailored protection and peace of mind. With extensive expertise, Robbie is the go-to expert for personalized insurance solutions for individuals and businesses, offering bespoke coverage against life’s uncertainties.
Having started his insurance journey early in his career after migrating from the UK with his wife, Robbie excels in building lasting relationships with clients and comprehending complex policies.
Clients trust Robbie for his unwavering commitment and transparent communication, ensuring they remain informed and able to make well-informed decisions.
Robbie is a highly industry-recognised insurance advisor who provides clients and their families with peace of mind.
Authorised Representative of Millennium 3 Financial Services.
Heather Ross
Administration
Heather Ross brings a wealth of customer-centric expertise to her role as a Financial Planning Client Administration Officer. With a background in customer relations at a leading UK retail company, she seamlessly transitioned into hospitality, honing her skills in client care.
As a former Customer Relations Manager for a public listed company specialising in tax and financial services, Heather has a keen understanding of client needs.
Dedicated to ensuring a smooth administrative processes and exceptional service, Heather is committed to helping clients achieve their financial goals with precision and care.
Craig Fleet
Founder
Before Craig’s retirement, he was a financial services professional with over three decades working in the industry. He started his career in 1990 and worked as an adviser for various reputable firms in the Perth CBD, West Perth, and Subiaco areas.
In 1998, Craig founded Foundation Partners, a company that provides financial services to clients. Throughout his career, Craig was dedicated to advising clients in the complex field of life insurance planning.
He was instrumental in introducing a personalized, boutique-style service to clients, which involved getting to know them over the long term and helping them protect what was important to them.