Executive Wealth Partners is a boutique financial advisory practice based in Perth, providing a range of wealth management and strategic advice solutions to successful families.
We are committed to understanding our client’s values and the outcomes that they wish to achieve. This enables us to intentionally deliver highly personalised, trusted solutions.
At Executive Wealth Partners, we provide the financial expertise to ensure families have the clarity and focus required to navigate financial complexity and secure their financial futures. Our disciplined approach and commitment will ensure you receive expert advice to help you make smart financial decisions.
Executive Wealth Partners will provide you with access to a team of technical, research, and investment professionals to assist in the delivery of expert advice and services. We also have relationships with a range of trusted advisers who can assist with specialist legal, taxation and financing requirements.
No-obligation initial consultation.
SERVICES WE PROVIDE
SERVICES
Superannuation
Maximising superannuation opportunities within a constantly changing environment.
Risk Insurance
Protecting family wealth and income with life, disability, illness and income protection insurances.
Retirement Planning
Building a reliable income stream and ensuring savings last throughout retirement.
Investments & Building Wealth
Building an investment portfolio to deliver long term returns, whilst minimising risk.
Estate Planning
Ensuring that an estate will be distributed as desired and safeguard your legacy.
Cash flow Management
We help people take control of their money by bringing structure, accountability and clarity to what you spend, and increasing your savings.
Need a professional opinion?
Get in touch! We are looking forward to hearing from you.
Meet our team of specialists
Arman Namdarian
Director | Financial Adviser
Over the years I have been fortunate enough to be able to assist families and individuals with strategic and investment advice to help them improve their financial well-being, protect their family’s wealth and better manage their investments.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner member of the Financial Planning Association and an accredited SMSF Specialist Adviser™.
Sub-authorised representative 322396
Kieron Lawlor
Director | Financial Adviser
People, and their life stories, are interesting. When I was twelve years old and shyly meeting overseas relatives for the first time, my Dad said to me to find out what people are interested in and they will tell you all about themselves. That simple but sage advice worked well then, and it is one of the reasons why I particularly enjoy the work that I do today.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner member of the Financial Planning Association.
Sub-authorised representative 308189
Contact info
Drop us a line
Any questions? We look forward to hearing from you.
Call us
(08) 9200 4215
info@executivewp.com.au
MAIN OFFICE LOCATION
Unit 3, 11 Sainsbury Road, O’Connor, Western Australia.
Business hours
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Monday 9am - 5pm
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Tuesday 9am - 5pm
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Wednesday 9am - 5pm
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Thursday 9am - 5pm
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Friday 9am - 5pm
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Saturday Closed
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Sunday Closed