Footprints Wealth Management 755 Albany Highway, East Victoria Park, Western Australia 6101
About the Business
Welcome to Footprints Wealth Management, a boutique financial advisory firm located in East Victoria Park, Australia. We specialize in providing personalized financial planning services on a fee for service basis, working closely with your other professional advisers to ensure coordinated and appropriate strategies are developed, implemented, and reviewed as needed.
At Footprints, we believe that financial planning is about more than just making money. It's about creating opportunities to live a better life. We see ourselves as your trusted partner on life's journey, helping you feel confident about achieving your goals and desired lifestyle. Our aim is to be with you every step of the way.
As a WA family owned and operated financial planning practice, we were established to deliver comprehensive and individualized financial planning services to a select number of clients. Our Director, Andrew Dobson, is a Certified Financial Planner™ with a Bachelor of Commerce and a Bachelor of Arts degree, specializing in Accounting & Financial Planning.
We provide structure and direction for your financial future, tailoring our advice to your personal circumstances to set realistic, measurable, and achievable goals and objectives. Our goal is to empower you with strong motivation in the short term and greater focus over the long term.
We understand that building wealth can be complex, and we are here to help you make the most appropriate decisions to take advantage of opportunities and avoid costly mistakes. Additionally, we emphasize the importance of protecting what you have worked hard to accumulate, providing strategies to safeguard your assets from unforeseen events.
Retirement planning is a major area of concern for many people, and we aim to help you achieve the retirement you desire. We understand that the idea of retirement can be both exciting and daunting, and we are here to guide you through the process, ensuring that your retirement is financially capable and fulfilling.
No matter the entity or structure you use to hold your assets, we can assist you in constructing an investment strategy and maintaining a disciplined approach to investing. We also offer estate planning services to ensure your wishes are properly documented and legally acted upon when the time comes.
Every client is unique, and we tailor our services to suit your individual needs. However, please note that any advice provided on this site is of a general nature and has not been tailored to your personal circumstances. We encourage you to consult with a Financial Adviser before making any financial decisions.
Thank you for considering Footprints Wealth Management. We invite you to explore our website for a better understanding of our practice, and we look forward to welcoming you to the Footprints client family. Your first appointment is cost and obligation free.
Location & Phone number
755 Albany Highway, East Victoria Park, Western Australia 6101, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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