Investwest is a boutique financial services licensee based in Perth, Western Australia, founded by Peter Brien in 1986. With a focus on providing tailored financial advice to individuals at different stages of life, Investwest offers services such as insurance needs assessment, superannuation planning, cashflow management, and business planning. The company prides itself on offering a wide range of options to clients, aiming to empower them to live the life they love through sound and practical advice.
Under the leadership of Peter’s daughter Amy, who took over the business in 2015, Investwest continues to uphold its ethos of helping people achieve their financial goals. Amy, along with her husband Rob and a team of like-minded advisers, believes in going beyond product advice to truly understand clients’ aspirations and provide guidance to help them realize their dreams. The company’s philosophy revolves around empowering individuals to make informed financial decisions and secure their financial future.
Investwest’s services extend beyond individual financial planning to include business insurance needs assessment, employee benefits planning, and ongoing support for businesses to ensure their success and financial stability. With a dedicated team of professionals, including financial planners and office administrators, Investwest remains committed to providing comprehensive financial solutions that address the unique needs and goals of each client, ultimately helping them protect what matters most and achieve financial security.