We’ll get you there.
Achieve Financial Security & Confidence with Perth Financial Advisors.
Whether your idea of an empire is a lifestyle or a legacy, it must be built on rock solid financial foundations. We’ve got the tools to get you there.
We also have the experience to know there aren’t any shortcuts. So instead of empty promises and pictures of yachts, we promise to work hard, follow proven strategies, and even have tough conversations if they’re needed.
It’s the long road but it’s the one that leads to financial security and confidence.
Who We Can Help.
We prioritise understanding the distinct financial and personal circumstances of each client before providing advice. However, we specialise in situations that commonly arise in different stages of life, such as:
Professionals, executives and business owners.
Providing financial guidance to optimise wealth and achieve financial goals.
Preparing for, or enjoying, retirement.
Ensuring retirement security through personalised financial planning and expertise.
Inheritance, divorce or compensation settlements.
Delivering financial expertise during significant life and asset transitions.
Managing significant wealth.
Maximising wealth growth and preservation through tailored financial strategies and advice.
Speciality Focuses.
GESB financial
advice.
SMSF property
purchases.
UK pension
transfers.
Testimonials.
We realised we needed help making the best use of our superannuation when retirement loomed. No more salaries and a finite amount of money to last us – a very scary prospect. We needed professional help. Research led us to Empire Financial Group. We had our first meeting with the very personable Mark Smith and knew he was a good fit for us. We felt that we and our finances were in safe, professional and knowledgeable hands with Empire and Mark. This has proved to be the case and we look forward to a continuing relationship with both Empire and Mark
Jane Thomas
We contacted Mark from Empire to assist us with our retirement planning. A great move as we have now retired and it has happened with the advice and support received from Mark. Well worth making contact prior to retirement so that planning can commence as soon as possible. Thanks so much for the advice and continuing information that has us in the position. We are loving life!
Louise Robertson
Since I first approached EFG I’ve been nothing but happy with their service. Mark is extremely personable and makes you feel comfortable in every meeting, while the work there analysts put in provides you with several plans – tailored to you and your needs – with a realistic model of where each will get you over the coming decades. I’d more than recommend them to anyone.
Oliver Gassy
Positive: Professionalism, Quality, Responsiveness, Value
We have been dealing with EFG and the team for over eight years now, from our initial meeting back then which was with Chris we were listened to what our goals were and the team went to work. The plan that was set out for our future has reached and exceeded our expectations.
We have worked with Nicholas for around 6 years now and he has a fantastic work ethic and goes over and above all the time and takes pride in his work and is genuinely interested in our family as it has grown over the years while been with EFG.
Would 100% recommend to anyone who wants to be financially sound and you will receive professional assistance in reaching your goals.
Mark Ivens
We realised we needed help making the best use of our superannuation when retirement loomed. No more salaries and a finite amount of money to last us – a very scary prospect. We needed professional help. Research led us to Empire Financial Group. We had our first meeting with the very personable Mark Smith and knew he was a good fit for us. We felt that we and our finances were in safe, professional and knowledgeable hands with Empire and Mark. This has proved to be the case and we look forward to a continuing relationship with both Empire and Mark.
Jane Thomas
Nick and team has looked after my wife and I for near on 3 years now. They advice is professional and their service exceptional. Nick also considers other investment strategies outside of managed fund portfolios.
Stephen Davies
Positive:Professionalism, Quality, Responsiveness, Value
Being closely involved in the financial advice industry over many years, I have come to greatly respect the professionalism, quality and breadth of advice provided to us by Nick Hart and the Empire team with whom we have been clients for a number of years now. They have a very good understanding of our investment objectives and circumstances, and we have found them to be proactive and quick to respond to events and queries. Very nice people to deal with, we continue to recommend Empire to family and friends.
Nigel Smith
Positive: Professionalism, Quality, Responsiveness, Value
2 years ago, we were unhappy, stressed, and wondering how we were going to live, even considering bankruptcy. Fast forward to now and we have a plan and can buy our essentials plus living a happy lifestyle. We can afford schooling for our daughter, sports, dinners and nights out without panicking. We have a strong plan for the next 5 years, and 20 years where we are confident we will be able to retire in comfort (and dare I say style!).
Thank you to our financial advisor, Nicholas for looking after us. Your experience and knowledge of the current and future markets have left us assured we are in the right hands and won’t be living on the street!
Jennifer Cameron
Have been with Empire for 10 years, fantastic team all are very knowledgeable. Nic has been my advisor for the last 8 years a pleasure to deal with. I highly recommend them
dave burrow
Empire is indispensable.
Nick, Ray and the team have guided us through cash-funding a huge reno project, paying down our mortgage, building up our savings and modelling out the best options for our insurances and super contributions for this stage in our lives. It has been a relief and a weight-off to know our future is planned out by experts. Without a doubt, selecting these guys was one of the best things we’ve done financially. I would (and do) recommend them to everyone I know.
Lauren Achille
The team at Empire Financial group have not only helped my Fiance and I personally but have helped some my team and clients as well.
They are very professional, and we found they had a strategic approach to our situation taking into account our financial and retirement goals.
We could not have been happier with the outcome they provided, and a very easy to follow step by step process to achieve everything we are hoping for.
Nick and Raymond took the time to explain all different outcomes to us and we left feeling at ease and that our financial future is in good hands.
We 100% recommend them to all of our family and friends.
Rebecca Halton
Positive: Professionalism, Quality, Responsiveness, Value
Very friendly and professional service
They sorted out the transition to retirement with no worries for us.
EFG have been fantastic in advising us and taking care of all our financial dealings for many years now.
Because of their knowledge and expert advice we never worry about our financial status.
We can highly recommend them.
Steven Farrand
Positive: Professionalism, Responsiveness
Phil Frost has been our financial advisor for over twenty years. He has guided us through all our financial journeys, always ensuring we are living our life well while maximising our investment opportunities. While we have progressed through work and family life, he has always listened to our needs and wants, helping us to realise each and every one. As we near our retirement, Phil has ensured that we will never have any financial issues into the future. Highly, highly recommend.
Beverly Hunter
Positive: Professionalism, Responsiveness, Value
I’m a 75 year old retiree and everything about Raymond and the team at Empire is professional. The tech aspects are tops and the attention to client matters is effective and informed. Meetings are held in pleasant surroundings and financial reports, spreadsheets etc are given to the client on a thumb drive to take away – an excellent, paper-conscious initiative. As for the menu of drinks, presented before the meeting – that’s a very pleasant intro.
phil burrows
Mark Smith has been our advisor since 2013. When my husband died in 2020 I was worried about managing our finances on my own. Mark guided me every step of the way and went over and beyond his responsibilities. When Mark joined Empire financial group I followed him secure in the knowledge that I and my finances would be looked after.
Ada Vermeulen
You’ll always hear the truth.
We build future projections based on current habits, and will have the tough conversations if they’re needed.
You’ll always know what’s going on.
We schedule regular check-ins to keep you informed of our performance, strategies and future plans.
You’ll always have the final say.
We work collaboratively and transparently with our clients so you can be as involved in decision making as you desire.
Diversification and multiple strategies.
We diversify portfolios by accessing various strategies and managers across different asset classes to help navigate market conditions and capture growth opportunities.
Risk-adjusted returns.
We expose clients to risk that matches their risk appetite and expected rewards. Our focus is on generating risk-adjusted returns for long-term financial security.
Evidence-based and active portfolio management.
We base investment decisions on rigorous research and analysis. Our financial advisory team actively manages portfolios, adapting to market dynamics and seizing new opportunities.
Speak to One of Our Financial Advisors Today!
91%
Advisor Trust! Score
9.0 *
Overall Practice Satisfaction
9.0 *
Overall Satisfaction
With Main Advisor
9.0 *
Communications
9.2 *
Instilling Trust
9.1 *
Caring
*Scores out of 10. Based on independent research by the Beddoes Institute, April 2021.
