CALL US TODAY: (08) 6189 2665
Ph. (08) 6189 2665
PARTNERING TOGETHER TO ACHIEVE YOUR DREAMS
ABOUT US
We're passionate about helping busy professionals and families in Western Australia take control of their financial world. With our dedication to traditional values, meticulous attention to detail and a steadfast commitment to keeping our promises setting us apart.
Intelligent Advice emerged from recognising a genuine need for high-quality financial guidance with an unwavering focus on putting our clients needs first. We are dedicated to providing advice that represents exceptional value for your money and making decisions that align with your best interests - fundamental principles that form the bedrock of our business.
Our success is grounded by cultivating enduring relationships with our clients. We invest the time in understanding your goals and aspirations, fostering a level of trust that extends to clients confidently referring their loved ones and associates.
OUR SERVICES
Investment Advice
Choosing where to invest your money can be a very difficult and challenging decision. You and your financial situation are unique and we will assess your situation and canc create an investment portfolio to suite you.
Retirement Funding
One of the biggest questions people have is how much do we need for a comfortable retirement? We will work with you to build your retirement nest egg in a tax effective manner while you are still working and then set up structures to draw a comfortable income in retirement to meet your requirements.
Cashflow Planning
Often it can feel like there is never enough money available. Many people simply don’t have anything left to put into savings or investment, especially once you have paid the mortgage/rent, children’s expenses, groceries, household bills etc. We can help find the right balance between funding your lifestyle today and planning for the future.
Taxation Implications
Your financial choices will almost always have tax implications. This can be a key consideration when selecting an appropriate investment strategy. We can assist you with ways in which to package your salary and investments in a tax effective manner.
Risk Management
An important aspect of your financial plan is to ensure that none of life’s uncertainties will derail your goals and dreams. We can help you evaluate your insurance needs and recommend suitable options that will protect you and your family.
Stuart Howes, Adv.DipFP, B.Bus.
Private Client Adviser & Director
Experience:
Stuart commenced working in the financial planning industry in 2005 and has worked for several boutique firms throughout Perth. In 2012 he commenced Intelligent Advice Financial Planning and is passionate about helping his clients achieve both their financial and person goals.
Qualifications:
He has achieved an advanced diploma in financial planning and also holds a bachelor of business majoring in finance and management.
Additional Information:
Outside of work Stuart likes to keep a healthy and active lifestyle. He enjoys overseas travel, fishing and supports the West Coast Eagles.
Brooke Bowman, B.Comm.
Executive Assistant
Experience:
Brooke commenced working at Intelligent Advice in 2015 and has an extensive marketing background. Her attention to detail ensures our clients needs are customised and achieved with the highest level of service.
Qualifications:
She holds a Bachelor of Communications majoring in marketing and advertising.
Additional Information:
Away from work Brooke child wrangles two young children, bakes (a lot), sources 1950's vintage wardrobe additions, drinks too much tea and is always working on a variety of craft projects.
MEET THE TEAM
