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.
We help you identify the right level of personal insurance to protect your income, family and financial position if illness, injury or death affects your plans.
We provide clear, practical guidance to help you understand your options, make informed financial decisions and stay focused on your long-term goals.
Seneco Wealth offers licensed financial advice to individuals and families 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 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.
Seneco Financial Services Pty Ltd (ABN 12 653 253 000)
Australian Financial Services Licence Number 538949
Yes – we offer secure online appointments for clients throughout WA. Whether you’re in Perth, Karratha, Hedland 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, South Hedland, and Perth. While ITP provides expert tax and accounting services, Seneco focuses on licensed financial advice including superannuation, retirement, insurance, and wealth planning.
