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Specialists in Superannuation, Insurance, Investment & Strategic Financial Advice.
 
 

// Not all those who wander are lost //

We help you build and protect your wealth.

 
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We ARE SPECIALISTS IN SUPERANNUATION, INSURANCE, INVESTMENT & STRATEGIC ADVICE.

North of River Financial understands that life can get busy when you have work commitments and a young family and without clear direction it is difficult to see the big picture. We provide effective and efficient financial advice to other skilled professionals who want be sure they are making the right choices for their future. North of River Financial is based in Joondalup, Western Australia, and holds over 22 years experience helping the people of Perth build and protect their wealth and lifestyle.

 
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SUPERANNUATION

High returns and low fees..simple right? We wish Superannuation were that simple too but with constantly changing rules and market conditions this area is now more complex than ever. Australians hold over 2 Trillion dollars in their combined accounts & there are a myriad of options available to invest in. We can help you find the option that is right for you. Learn more >

Medical Practitioners

We provide a highly focused service to Doctors in training and their families and also offer financial workshops to hospitals, practices and NFPs across Australia. We have a key offering to assist medical professionals who have immigrated from overseas in getting access to a diverse range of specialists that also know their needs well.  Learn more >

 

INSURANCE

Even if you are not a medical professional it’s is still very likely that you know or have known someone that has been through serious financial stress because of an illness or injury. Life Insurance and Income Protection shouldn’t be something that leaves you wondering if you might not be covered for something due to fine print. We offer highly specialised advice and ensure this is maintained over the years as your needs and situation changes. Plus, when the time comes to make a claim, we will be right there with you.  Learn more >

 

INVESTMENT

Are you saving to buy a house, want to build a robust long term investment portfolio or do you want to start saving for your child's education. We can help. Learn more >

ESTATE & SUCCESSION PLANNING

Wills and Powers of Attorney are not just about who gets what. Making sure you have a solid plan in place can save you or your family hundreds of thousands in tax too. Together with a panel of experts, we can help you to create a plan for the future that clearly illustrates your wishes and wont leave you wondering "what if". Learn more >

NETWORK

We can connect you with our extensive network of trusted professionals who can help you to solve problems that we don't specialise in. Learn more >

 

Our Process & Pricing

 
 
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We always start with an initial strategy session to see how we may be of service to you. At this meeting we will agree on a fee going forward. If at this time we do not believe we can improve on your financial situation, we will tell you why and provide some general advice on how you might proceed. This initial meeting is always free of charge. 

During the initial strategy session we will outline each step of our process and the estimated costs associated with first developing a plan, implementing that plan and then an ongoing fee to keep things on track. North of River Financial is a fee for service business.  We estimate a fee based on our hourly rate and agree on this before commencing work. We do not charge percentage based fees or any commissions on funds under management. Complete transparency is a cornerstone of all our processes and pricing.

 

Ready to Get Started?

Schedule your Initial Strategy Session and start the process towards growing your wealth today.

 
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INDUSTRY INSIGHTS

 
 
Members of AFA.

Members of AFA.

Backed by Synchron.

Backed by Synchron.