Protect, grow, and secure your future with independent financial advice.

Work with an independent financial adviser.
Start your financial planning journey with clear, unconflicted advice from a Perth-based CFP® professional.

Receive personalised and commission-free advice from a professional who will be acting in your best interests.

How we can help

Receive personalised, professional support in retirement or pre-retirement planning, superannuation, investment and wealth management advice, insurance, estate planning and aged care advice.

Receive financial advice from a trusted CFP® financial planner.

Areas of expertise

Superannuation and
Retirement Planning

Plan for the retirement you want with personalised strategies that will maximise your super, help you save tax and will support your life in retirement.

Estate Planning

With the assistance of legal professionals, create a clear estate plan that protects your assets, provides certainty to those you wish to take care of and ensures your wishes are honoured.

Insurance

Giving you peace of mind, ensuring that you and your loved ones are financially protected in the event of death, disability or loss of income.

Aged Care Advice

Strategies to help fund the cost of entry into Aged Care. Helping you understand your options which includes advice on Centrelink, whether you should sell or keep the family home.

Independent financial
advice you can trust

When it comes to financial advice, independence matters. Fewer than 2% of financial advisers in Australia are truly Independent. This is a protected term and requires there to be no relationships with product providers or product manufacturers. Advisers must not accept commissions or volume based payments. Advisers cannot receive gifts or other forms of remuneration that may reasonably be expected to influence the advice they provide. Independent advisers are free to recommend products which best suits their clients regardless of the provider or institution.

Qualifications and memberships that count

Professional designations and memberships demonstrating a commitment to quality advice. The CFP® (Certified Financial Planner) designation is the gold standard for financial planners and is awarded to planners who meet rigorous education, experience, and ethical standards, ensuring advanced knowledge in financial planning principles.

The LRS® (Licensed Retirement Specialist) credential highlights specialised skills in retirement strategies and superannuation planning, key areas for financial security. As an Accredited Aged Care Professional through Aged Care Steps.

Receive advice from a professional who is grounded in ethics, technical knowledge, and a genuine focus on long-term financial well-being for every life stage.

Advice without the agenda

VTA is fully independent, with no commissions or asset based fees, no product push or heavy sales tactics. That means every recommendation has one goal: what’s right for you. You’ll receive honest, objective advice without hidden motives or fine print.

Support that lasts

Financial planning isn’t just a once-off meeting. You’ll receive regular check-ins, clear answers, and ongoing support whether you’re adjusting to life changes or just want to know you’re still on track. It’s a relationship built on trust, not transactions.