From superannuation and retirement planning to personal insurance and wealth advice — our licensed advisers help you build a stronger financial future.
At Seneco Wealth, we don’t just talk strategy — we help you implement it. From retirement and insurance planning to long-term investment advice, our team builds actionable, tailored plans that evolve with your goals.
Our advisers help you build and manage long-term financial strategies tailored to your income, life stage, and future goals — from budgeting to growing your assets.
We work closely with your accountant to ensure your financial plan aligns with your tax position — reducing liability and maximising after-tax outcomes over time.
Take control of your retirement with a self-managed super fund. We guide you through the setup, investment strategy, compliance, and ongoing administration.
Our licensed advisers work with you to build tax-effective, long-term SMSF strategies — aligning your portfolio with your retirement and estate planning goals.
Seneco Wealth offers licensed financial advice to individuals, families, and SMSF trustees across Western Australia. Whether you’re building wealth, preparing for retirement, or managing an existing super fund, here are some of the most common questions we’re asked.
We provide financial advice tailored to your goals, including SMSF setup and support, superannuation strategy, retirement planning, investment guidance, and personal insurance advice.
Yes. Seneco is an authorised representative of a licensed Australian Financial Services (AFS) provider. All advice is compliant with ASIC regulations and tailored to your individual needs.
Absolutely. We help you determine if an SMSF is right for you, handle the setup process, and provide ongoing support to keep your fund compliant and aligned with your investment strategy.
Yes — we offer secure online appointments for clients throughout WA. Whether you’re in Perth, Karratha, Armadale or regional areas, our advisers are just a video call away.
General advice provides broad information, while personal advice is tailored to your financial situation and goals. At Seneco, we only offer personal advice — customised to you.
Yes — Seneco is proudly partnered with our ITP franchise offices in Karratha, Armadale, and Rockingham. While ITP provides expert tax and accounting services, Seneco focuses on licensed financial advice including SMSF, superannuation, retirement, and wealth planning.
