Your financial partners in Perth
The very name of the practice was to emphasise the ideals of partnership with our clients, in order to provide specialised and tailored advice in the complex area of Protection and Financial Planning. This includes Life Assurance Solutions, Trauma and Disability protection strategies, Income protection, Key-Man Covers, Retirement, Super and Investment planning, Share Purchase Agreements, arranging well- crafted Wills and Estate Planning arrangements.

Our History
Simply put; it is our opinion that this area of advice is the ‘Foundation’ to everyone’s plans and goals, be they financial or otherwise- full stop!
Over the years we have forged close relationships with professionals who also choose to specialise in other areas of advice. We are able to introduce our clients to; accountants, general insurance brokers, mortgage & finance brokers, lawyers and investment & superannuation planners. In turn these professionals regularly introduce their clients to us.
In 2022 the firm has undergone additional expansion and has welcomed two new Partners to the team. This will bring more depth and experience to the organisation and we are now very well positioned to handle all facets of financial planning. We are a dynamic, fast growing company and we look forward to working with you in months and years ahead.
Having operated in West Perth and Northbridge from 1998 to 2009, Foundation Partners acquired its own offices in Subiaco in 2010.
