- 326 Hay Street, East Perth WA 6004
- info@passfinancial.com.au
- (08) 9225 4485
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
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.
Our Services
Our Process
1: First Meeting
Discovery - get to know each other and decide if we'd like to work together. Sign Terms of Engagement letter.
2: Identify Your Goals
Discuss recommended strategies and likely outcomes to help your achieve your financial goals for the future.
3: Identify Financial Issues
Finalise financial plan. Sign documentation to implement. Implement recommendations.
4: Prepare Your Financial Plan
Known as Statement of Advice. We then implement the recommendations based on your financial plan
5. Review
Review and revise the plan at regular intervals, or when circumstances change. Whatever suits your financial situation.
Our Staff Members
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.
Latest Financial Planning News
Financial Planning News
Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy...
Heed restrictions on downsizer contributions
Downsizer contributions can be a valuable strategy for members who are retired or have reached their...
Access to more resources and tools than most websites.
We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning...
Valuations key to avoiding NALI restrictions
SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules...
SMSF advice appetite strong, says ASIC
A new ASIC report has highlighted demand for further advice on the specifics of SMSFs among the Australian...
For a smoother path to investment success, diversify
The word diversification crops up in many contexts. You might hear a business person talk about diversifying...
How's Australia doing statistically?
One great source of data about Australia. Become better acquainted with the country we love. An up-to-date...
LRBA changes mostly affect Melbourne, Sydney retirees
Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and...
Lessons from the 2019 Index Chart
Between smartphones, websites and watches that alert you even when you have ignored the phone, it is hard, if...
Contact Us
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!
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
