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

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

Work with an independent financial planner for personalised advice that makes financial planning simple. 

Book a complementary consultation

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

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

Work with an independent financial planner for personalised advice that makes financial planning simple. 

Book a complementary consultation

About Us

How we can help

Independent financial advice you can trust

Areas of expertise

Receive personalised, professional support in retirement planning Perth, superannuation and wealth management advice, and insurance and estate planning. Financial advice without commissions from a trusted CFP® financial planner. 

Learn more

Areas of expertise

Independent financial advice you can trust

Areas of expertise

Superannuation and Retirement Planning

Plan your retirement with personalised strategies that maximise your super and support your life in retirement.


Tax Strategies
Discover smart tax planning techniques designed to optimise your financial position now and for the years ahead.


Estate Planning
Create a clear estate plan that protects your as

Superannuation and Retirement Planning

Plan your retirement with personalised strategies that maximise your super and support your life in retirement.


Tax Strategies
Discover smart tax planning techniques designed to optimise your financial position now and for the years ahead.


Estate Planning
Create a clear estate plan that protects your assets and ensures your wishes are honoured.


Insurance and Aged Care Advice
Secure your health and wellbeing with insurance and aged care planning aligned to your needs.

Explore our services

Independent financial advice you can trust

Independent financial advice you can trust

Independent financial advice you can trust

 When it comes to financial advice, independence matters. There are no

commissions or product-based fees, kickbacks or incentives which can influence your advice; just clear, unbiased and objective advice which is built around your best interests.

About VTA

Advice without the agenda

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

Qualifications that count

 

VTA’s advisers hold respected professional credentials that reflect our dedication to quality and expertise. These qualifications demonstrate VTA’s commitment to offering thorough, trusted guidance across superannuation, insurance, estate planning, and aged care services.


The CFP® (Certified Financial Planner) designation 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, VTA ensures clients receive informed advice on aged care options, insurance, and estate planning sensitive to later-life needs.


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

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. 

We’re ready when you are. Let’s start with a conversation

Call us now

Accreditation and Credentials

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