Wealth management

At AET, we have a team of financial professionals dedicated to helping people who are seeking specialist financial advice. Our clients may have a need for financial advice after receiving a compensation payment due to an accident or an injury, from the sale of a business, via an inheritance or simply have funds to invest.

Our services include:

  • Financial planning
  • Cash flow and budgeting
  • Investments
  • Superannuation
  • Insurance
  • Access to financial management services through Trustee Services

How can a financial adviser help?

Seeking professional advice to help achieve your financial goals is an important investment in your future. We are committed to working with you to define your goals and design an appropriate plan to meet your needs.

For more information, call us today on 08 9381 6200 or email inv.management@aetlimited.com.au to make an appointment or to discuss your needs.

Providing estate and trustee services for more than 130 years.

Meet the Wealth Management Team

Sharron Wharton-Street

Financial Adviser

Perth office

Peter Crowe

Financial Adviser

Perth office

Michael Saracik

Financial Adviser

Perth office