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
Fiona Willard
Partner
Fiona Willard is a highly skilled and passionate Financial Adviser with 28 years of experience in the UK financial industry. She focuses on personalized financial planning, building enduring client relationships, and empowering her clients through education and tailored strategies to achieve their goals.
Beyond her practice, Fiona is committed to financial literacy, particularly for women’s wellbeing. She actively participates in industry committees to raise awareness and make a lasting positive impact on individuals and families, ensuring a prosperous future.
With an impressive track record of success and a reputation for compassion and dedication, Fiona Willard remains a driving force in helping individuals attain financial security and independence.
Authorised Representative of Millennium 3 Financial Services.
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.
Ben Levy
Partner
Ben has been a financial planner for over three decades, beginning his career in 1986. Throughout his time in the industry, he has developed a strong passion for helping clients create wealth and find solutions for personal risk insurance.
Since immigrating to Australia in December of 2008, Ben has been working as a financial adviser, using his wealth of experience and expertise to assist clients in achieving their financial objectives and planning for a secure future.
He is dedicated to providing valuable advice and guidance to those seeking to make informed financial decisions. Whether you are looking to create wealth, find insurance solutions, or simply want to ensure that you are on track for a secure tomorrow, Ben has the knowledge and dedication to help you succeed.
Authorised Representative of Millennium 3 Financial Services.
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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.