Originally operating as a Sole Trader, Rob Storey joined as an Authorised Representative of the Wealthsure Financial Services Pty Ltd dealership in May 2003, and then formed Finsense Financial Planning Services which commenced operations in June 2005.
Our office is located in the Perth suburb of Osborne Park although we service a number of clients throughout the metropolitan area.
In our commitment to you, we will seek to understand what is important to you and then work together tailoring solutions to ensure your lifestyle and financial future. Our ongoing advice and review service means that we continually work towards addressing your goals and objectives.
New clients are often referred to us by word of mouth from existing satisfied clients. It is our belief that by providing a personalised service we will ensure long and fruitful relationships with our clients. In business, the greatest compliment is a referral.
Our primary focus is to help you gain a finance and life balance. Whether you are planning for retirement or just starting out, your financial situation should not control how you live your life. Finsense Financial Planning Services will guide you in seeking and reaching your financial and lifestyle goals sooner. Enjoy yourselves now but also plan and provide for your future and the future of your family.
We are Financial Planning Specialists providing personal clients and corporate entities with a range of financial advisory services. We will provide you with sound financial and technical advice once we understand what your circumstances and objectives are.