ABOUT VIVA WEALTH FINANCIAL PLANNERS
Viva Wealth is a boutique Financial Planning Practice based South of the River in Ardross (Perth). Choosing to be a boutique practice was an easy decision for us. It ensures that we know, understand and value all our client’s needs, goals, concerns and aspirations to the highest level possible.
Our mission is to enhance, sort and inspire your lives, both financially and in all other aspects of your wheel of life!
Michael, our Director and CFP, works one on one with each of our clients from the very first complimentary meeting right through to developing your financial plan and implementing the complexities of the plan. All further progress meetings, concerns, questions and queries are also facilitated by Michael. This ensures for a smooth and seamless transition of discussions, documentation and most of all the development of absolute trust – the foundation to a successful financial Plan.
Viva Wealth is a Financial Planning Practice which serves the needs of our clients by:
- Putting the client’s interest first always.
- We tailor advice to suit your personal situation and we use a highly successful evidenced based process to really understand what is important to you.
- We are transparent at all stages within our relationship and are available for any informal or formal meeting requests.
- We listen to what our client’s needs and challenges are that prompted them to seek financial support.
- The client’s goals, interests and aspirations are the framework in which the financial plan is built from.
Whether you are just starting out, or you are living the life of an everyday family, or nurturing a very busy executive career, or at a transitional life stage e.g. empty nester or retirement or even just searching for specific advice, we are dedicated to help you.