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BEST RATED BUSSELTON WA FINANCIAL SERVICES

3 Best Financial Services in Busselton WA

Expert recommended Top 3 Financial Services in Busselton WA. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Geographe Financial Group
Geographe Financial Group
Geographe Financial Group
9+ YEARS IN TBR
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GEOGRAPHE FINANCIAL GROUP

(4.9 Score)
3 & 4, 62 Kent Street,
Busselton WA 6280 Directions

Since 1976

Specialty:

✓ Planning Your Retirement ✓ Protecting Your Assets and Your Income ✓ Estate Planning ✓ Building Wealth ✓ Inheritance ✓ Starting a Family ✓ Divorce ✓ Aged Care

“Geographe Financial Group has grown to offer expert advice and support, providing their clients with a truly integrated advice service, giving confidence and flexibility for your unique situation. Geographe Financial Group are honoured to be a part of the Cancer Council Pro Bono program, volunteering their time and expertise to provide financial advice to cancer patients who would otherwise not be able to afford access to advice. Their experts give advice and support, giving their clients a genuinely integrated advice service, providing confidence and flexibility for your unique circumstances.

2025 Update: Their footprint now stretches from Busselton, Bunbury and the South West region through to Perth, with remote services on offer to clients throughout Australia.”

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License ABN 37 876 876 858

Contact:

08 9752 3344

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TBR® Inspection Report:

Cape Financial Planning
4+ YEARS IN TBR
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CAPE FINANCIAL PLANNING

(4.8 Score)
Unit 2, 12 Prince Street,
Busselton WA 6280 Directions

Specialty:

✓ Retirement Planning ✓ Investment ✓ Superannuation ✓ Insurance ✓ Social Security / Centrelink

“Cape Financial Planning provides high-quality financial advice, including retirement, super, personal insurance and investment advice. Cindell Baker is the Financial Adviser and Business Proprietor of the firm. The firm has a friendly, approachable team and takes the time to get to know its clients. They have a holistic approach to supporting their clients, whether with pre-retirement strategies or assisting them on their retirement journey. Their vast experience with Centrelink matters gives them the expertise to ensure their retirees are in the best possible position now, and when changes occur. They can establish your present financial position and draw up a plan that will help you build wealth and achieve financial security.”

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License ABN 13 077 049 033

Contact:

08 9751 2022

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Partners Wealth Group
Busselton Financial Services Partners Wealth Group video
9+ YEARS IN TBR
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PARTNERS WEALTH GROUP

(4.8 Score)
Suite 2B, 9 Harris Road,
Busselton WA 6280 Directions

Since 2003

Specialty:

✓ Financial Advice ✓ Investment and Wealth Management ✓ Lending and Mortgage Broking ✓ Superannuation and Self-Managed Super Funds ✓ Legal Solutions ✓ Aged Care Financial Advice ✓ Insurance and Wealth Protection ✓ Listed and Unlisted Investments

“Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. Their team of diverse and highly specialised experts works closely with your accountant or other trusted advisors to form a comprehensive wealth strategy. They believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of their philosophy of being stronger together; this is encapsulated in their logo of three geese flying together in formation, representing their clients, their partners and themselves working together for better outcomes. The firm also has offices in Melbourne, Sydney, Perth and Bondi Junction.

2025 Update: Partners Wealth Group has more than 20 years and has employed their own unique advice.”

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Contact:

08 9754 1133

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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GEOGRAPHE FINANCIAL GROUP REVIEWS

Everything is going good – He’s a super star on the crutches now He has a follow up appointment next week. One Path were great - To be honest it was a massive relief on how smooth the whole process was! I want to thank you for everything also – and organising all of it. As you probably could tell - I was a little stressed and anxious when I called you that Monday. Arron has always prompted his friends and work colleagues to get income protection – and we already highly recommend you to everyone we speak too. Thank you again – you have been a huge help!

It would have been beneficial to know about BMI penalty to begin with. Not to be confused with the professionalism we received from Bill. He was great to deal with.

We loved Craig’s service and advice to ourselves and also our sons. Cannot fault; p.s. More like family and therefore a business.

These reviews are provided for information purposes and to help you make informed decisions.

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CAPE FINANCIAL PLANNING REVIEWS

My wife and I have been clients of Cindell for almost 10 years, always found Cindell and her team to provide exceptional service, very professional family operated business and highly recommend anyone looking for financial assistance don’t hesitate to contact Cindell and her professional team.

Bev and I have been using Cape Financial Planning since 2019 when planning my retirement strategy, Cindell and team have helped us for the last 5 years and have managed our finances very well, We would recommend Them to anyone who needs good advice. John and Bev Gibson.

Just got my tax done after advice from Cindell a few months back. All advice taken and a nice result. Thanks so much Cindell.

PARTNERS WEALTH GROUP REVIEWS

Tracey Head from Busselton office is a wonderfully helpful person. Nothing seems to be too much trouble for her is assisting myself.

Doug & Amanda are always super helpful & fast, making applications, questions or anything handled quickly & efficiently. Be lost without them!

The team are always very welcoming, efficient and friendly. I highly recommend the team. Doug and Amanda especially.

TBR® Inspection Score Report

GEOGRAPHE FINANCIAL GROUP Total Inspection Points: 117/120
Complete Info: 8
Business Images: 9
Business Hours: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CAPE FINANCIAL PLANNING Total Inspection Points: 116/120
Acknowledgements: 9
Business Hours: 9
Review Analysis: 9
Reviews Study: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PARTNERS WEALTH GROUP Total Inspection Points: 115/120
Contact Info: 8
Business Hours: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10