Welcome to Pass Financial

Financial Advice Specialists

Welcome to Pass Financial

Financial Advice Specialists
East Perth

Pass Financial offers professional financial planning, investment and personal insurance advice, including retirement planning and portfolio management.

Welcome

Learn more about how Pass Financial can help you with yourfinancial planning needs.

Kasey Pass, Kevin Pass and the staff at Pass Financial offer comprehensive personal financial planning services.

We are self-employed advisers, and pride ourselves on our personal and caring relationships with our clients and our ongoing commitment to their financial objectives and security

Our client base covers all age groups from all walks of life and geographic locations from Western Australia to other Australian states as well as international locations.

Services are provided on a fee for service basis. No commissions are charged on investment business. Your first appointment is cost and obligation free.

Our professional services include:

  • Comprehensive strategic financial planning advice to wealth builders, pre retirees and retirees.
  • Portfolio management using direct investments such as Australian shares either in conjunction with or on behalf of clients and managed funds as appropriate to access specific market sectors.
  • Structuring portfolios to suit clients' tax and administration needs such as Self Managed Superannuation Funds, gearing or simple savings programs.
  • Personal insurance to ensure clients' financial future remains secure even in the event of unforeseen circumstances.
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Our Services

Learn how to manage your tomorrow today with a structured financial plan from the team at Pass Financial.

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Our Process

The services we provide are tailored to the individual needs of each client we see. To ensure we are providing you with the best personalised financial advice, we look at your current situation and objectives and develop a financial plan to help you meet your lifestyle goals and objectives.
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1: First Meeting

Discovery - get to know each other and decide if we'd like to work together. Sign Terms of Engagement letter.

Our Process - Step 01
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2: Identify Your Goals

Discuss recommended strategies and likely outcomes to help your achieve your financial goals for the future.

Our Process - Step 02
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3: Identify Financial Issues

Finalise financial plan. Sign documentation to implement. Implement recommendations.

Our Process - Step 03
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4: Prepare Your Financial Plan

Known as Statement of Advice. We then implement the recommendations based on your financial plan

Our Process - Step 04
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5. Review

Review and revise the plan at regular intervals, or when circumstances change. Whatever suits your financial situation.

Our Process - Step 05
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Our Staff Members

Learn more about the team members that keep the wheels turning at Pass Financial.

Kevin Pass

Principal Consultant

Kasey Pass

Principal Consultant

Jessica Barratt

Client Service Manager

Denise Pass

Administration Assistant

Our Extensive Resources

Pass Financial is a part of Godfrey Pembroke Ltd, a national financial planning group founded in 1981 and is backed by an extensive range of market and technical research expertise. Kevin Pass, Kasey Pass and Pass Financial are all Authorised Representatives of Godfrey Pembroke Ltd, an Australian Financial Services Licensee.

From an investment point of view Godfrey Pembroke draws on its dedicated research team - Three Sixty - to provide up to date views and opinions on more than 250 securities listed on the Australian Stock Exchange as well as a wide range of managed funds and insurance products.

For more information on Godfrey Pembroke Ltd, please see our Financial Services Guide.

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Latest Financial Planning News

Read the latest from the Pass Financial news desk in the Financial Planning sectors.

Financial Planning News

Retiree self-protection: A volatility-and-downturn 'bucket'

Retiree self-protection: A volatility-and-downturn 'bucket'

The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is...

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How financial advice helps create wealth.

How financial advice helps create wealth.

An article based on a 16 year study by Vanguard Investments Pty...

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Superannuation gender gap narrowing, research shows

Superannuation gender gap narrowing, research shows

Over the past decade, there has been improvement in the number of women holding superannuation accounts and...

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Market downturns, like this one, are to be expected

Market downturns, like this one, are to be expected

It's been awhile since there's been a drop in the markets as sharp, broad and sudden as last...

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ATO claws back $850m in unpaid SG in FY 17-18

ATO claws back $850m in unpaid SG in FY 17-18

Compliance activities undertaken by the ATO in the 2017-18 financial year saw the ATO raise around $85...

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‘Hefty penalties’ with TRIS payment failures, SMSFs warned

‘Hefty penalties’ with TRIS payment failures, SMSFs warned

With clients who fail to pay the minimum pension payments for TRISs potentially up for illegal early release...

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The global financial crisis: Behind us but far from over

The global financial crisis: Behind us but far from over

Ten years ago this month, Lehman Brothers, the fourth-largest US investment bank, filed for bankruptcy...

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'Huge' professional risk in SG delays, big four firm warns

'Huge' professional risk in SG delays, big four firm warns

With single touch payroll making it easier for the ATO to identify unpaid SG, telling clients to wait for...

Read More

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Tools & Resources

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Contact Us

We'd love to get in touch and we welcome any enquiry that you may have.

Get in Touch

Pass Financial welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Email

Our Office

  • Suite 4, Level 6, Mint House — 326 Hay Street, East Perth WA 6004
  • PO Box 6370, East Perth WA 6892
  • (08) 9225 4485
  • (08) 9225 4486

Wealth Accumulation & Planning


For more information on the services we offer, contact our office on (08) 9225 4485.

Investment Planning

For more information on the services we offer, contact our office on (08) 9225 4485.

Retirement Planning


For more information on the services we offer, contact our office on (08) 9225 4485.

Home Loans / Debt Management


For more information on the services we offer, contact our office on (08) 9225 4485.

Estate Planning


For more information on the services we offer, contact our office on (08) 9225 4485.

Risk Insurance


For more information on the services we offer, contact our office on (08) 9225 4485.

Kevin Pass

Kevin Pass

Principal Consultant

Kevin is a CERTIFIED FINANCIAL PLANNERTM CFP® with more than 20 years practical experience in the financial planning industry. He is a member of the Financial Planning Association of Australia.

Academic qualifications include a Bachelor of Business Degree majoring in Finance and Business Administration and a Diploma in Financial Planning (DFP).

Kevin has a wide range of experience in financial planning matters and together with his team is dedicated to providing personalised planning services to clients.

Email: kevin@passfinancial.com.au

Kasey Pass

Kasey Pass

Principal Consultant

Kasey joined Pass Financial in 2010 and is also a CERTIFIED FINANCIAL PLANNERTM CFP®. He completed a Bachelor of Commerce degree at Curtin University and was awarded best graduating student in his Financial Planning major in 2007.

Since 2006 Kasey has gained experience in both financial planning and retail banking. He is able to assist with all financial planning matters. See 'Our Services' for more information.

Email: kasey@passfinancial.com.au

Jessica Barratt

Jessica Barratt

Client Service Manager

Jessica joined Pass Financial in 2006 and is our Client Service and Office Manager.

Jessica's attention to detail and pleasant personality more than equips her for her role in the office and dealing with general client queries.

Email: jessica@passfinancial.com.au

Denise Pass

Denise Pass

Administration Assistant

Denise joined Pass Financial in 2002 as a part time Office Administrator.

Whilst continuing in this position Denise plays an active role in the organisation of the office and general operation of the business.

She was also responsible for the modern interior design of our East Perth office.

Email: denise@passfinancial.com.au

Terms & Conditions

This website is operated by Pass Financial Pty Ltd, ABN 56 072 634 774. We are an authorised representative of Godfrey Pembroke Pty Ltd an Australian Financial Services Licensee. These are the terms and conditions for use of this site and access to the information contained on this site.

  1. We and our authorising licensee and other members of the National Australia group of companies:
    1. do not give any warranty or make any representation as to the accuracy, reliability, completeness or security of the information contained on this site and as to changes in circumstances after the date of publication that may impact on the accuracy of the information;
    2. may change and update the information from time to time;
    3. make no representation in relation to, and are not responsible in any way, for the content of any other site you access via this site; and
    4. own the copyright in the information on this site.
  2. Users must not use or reproduce any of the trademarks that appear on this site.
  3. Users of this site must not:
    1. do anything to alter or modify the information on this site;
    2. use the material on this site for any purpose other than as a source of information for personal use unless authorised to the contrary;
    3. distribute, copy or otherwise reproduce in any way any of the material available from this site unless it is expressly authorised;
    4. post any material which is defamatory, in breach of copyright, in breach of the Trade Practices Act or otherwise in any way unlawful or inappropriate.
    5. Users can print a hard copy of material on this site for their personal use only other than material where this is prohibited by a notice to that effect on this site.
  4. The information contained on this site is made available to residents of Australia and its territories and is not intended to be a recommendation, offer or invitation to take up securities or other investments.
  5. We, our authorising licensee and other members of the National Australia group of companies are not liable in any way to any person for any loss, damage, cost or expense incurred as a result of the material contained on this site or from unauthorised access to, or any misuse of this site including, without limitation, any negligence by us.
  6. All references on this site to "$" or "dollars" are references to Australian currency unless otherwise stated.
  7. Users of this site agree to indemnify us and other members of the National Australia group of companies from all liability, cost and expense, (including legal fees) arising directly or indirectly from the use or distribution by any person of material placed on the site by the user or from the alteration, modification of or addition to material on the site by the user.
  8. We, our authorising licensee and other members of the National Australia group of companies do not endorse and are not responsible for information, feedback, questions or comments placed on this site by third parties. We can reproduce, use, disclose and distribute the information to others in our absolute discretion.
  9. Links to other sites are provided for your convenience only. Any such links do not constitute or imply endorsement or recommendations of any other company, product or service or any affiliation between us and other organisation (unless otherwise expressly stated).
  10. You consent to us monitoring your use of this site.

Outlook Magazine

Outlook Magazine - Edition 1, 2017


Outlook Magazine - Edition 1, 2016


Outlook Magazine - Edition 2, 2015

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

Get in Touch

Pass Financial welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Email

Our Office

  • Suite 4, Level 6, Mint House — 326 Hay Street, East Perth WA 6004
  • PO Box 6370, East Perth WA 6892
  • (08) 9225 4485
  • (08) 9225 4486