Artisan Financial Services is committed to making a difference to our clients' lives. We have the knowledge and expertise to help educate and empower you towards your specific life goals.
Superannuation
Super receives special tax treatment compared to your other money. When it comes to investing over the long term, there aren’t many better tax-effective ways to save for your retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
Wealth Protection
Insurance is the foundation of all financial plans. Artisan Financial Services can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.There are two basic types of debt…
Investments
If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.
Estate Planning
Estate planning is an effective method to take an overview of your assets, how they’re structured and how you’d like them to be distributed after you die. Artisan Financial Services can assist.
What our clients say
“When, I should firstly say many thanks in appreciation of your review of our insurances and your wise counsel at the time of setting up the policies a few years ago for myself and my wife. These have certainly amounted to a more balanced and appropriate insurance portfolio that was more closely aligned with our lifestyle and needs. Knowing that there is a new cash reserve in our personal financial structure will make the treatment path I am about to start a whole lot less worrying.
So again, many thanks for the quality of advice at the time of instigating the policies, also for making the claims process easy and for keeping me informed as to the progress of the claim. Your professionalism and compassion has been outstanding and it’s truly been a delight in working with you all at Artisan Financial Services.”
– Ray – Nedlands, WA
“My wife and I needed to know the best steps to take regarding our finances and planning for the future. Artisan Financial Services has provided excellent financial service to my wife and I, understanding our personal financial situation, as well as where we wish to be in the future.
They explain everything in simple terms. I’m a lot more comfortable with my finances now and therefore my life has changed as a result of dealing with Stephen at Artisans.
I would recommend others to Artisan Financial Services”
– Steve – Booragoon, WA
“We needed real advice about our existing superannuation arrangements and discussed what we actually wanted to achieve and do in the future. After working through the pros and cons Ryan helped us set up and now run our self managed super fund. He takes away the stress of making such changes and project managed the whole process for us, as well as now making sure we are on track with all our finances.
Being a smaller firm Artisans are friendly and easy to deal with and we would recommend them to other potential clients.”
– James – Scarborough, WA
“I was near retirement and needed advice on my superannuation. Stephen provided excellent advice and was able to successfully manage my superannuation and other financial assets during the financial crisis. I now have a better understanding of our financial status and what my wife and I need to do in the future.
I recommend others seek advice from Artisan Financial Services.”
– Allan – Wanneroo, WA
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Where to find us
Our Team
Certified Financial Planner
I am a Co-Founder and Director of Artisan Financial Services and have been in the financial services industry since 1997. I enjoy all areas of financial advice and providing guidance to clients so they can confidently make the right decisions and feel in control of their finances. I have had practical business experience both inside and outside of financial planning, including as an accountant for 6 years.
Certified Financial Planner
I am a Co-Founder and Director of Artisan Financial Services and have been a Financial Planner since 1997. I have a genuine passion for getting to know my clients and finding a personalized strategy to meet their individual circumstances. I have a particular interest in Self Managed Superannuation. I am a CERTIFIED FINANCIAL PLANNER® and have a Diploma of Financial Planning as well as a SMSF Association SMSF Specialist Advisor™ designation.
Financial Planner
I am a Director of Artisan Financial Services and have been a financial planner since 2013. I enjoy all aspects of what we do for clients and prefer to take a pragmatic approach to the strategies and recommendations we make to our clients.
Administration Manager
I joined Artisan Financial Services in September 2008. I carry the responsibility of overall running of the practice including handling and administration of business workflows, liaising with clients where required and certain institutions and ensuring full completion of any work to be carried out for clients. I work closely with all directors. I was born in Taiwan and speak three languages. I am very much a people person and enjoy meeting the many clients at Artisan Financial Services. I have an MBA from UWA.