Helping you reach your financial utopia.

CHRISTMAS CLOSURES

Our offices will close from 12pm Wednesday 23rd December 2020 and reopen on Monday 11th January 2021. We wish everyone a safe and happy holidays.

 

CLIENT MEETINGS

Utopia Financial Partners’ Subiaco and Rockingham offices remain open for client meetings.

Clients can choose to attend meetings in-person, by phone, or via video-calling.

 

STAFF CHANGES

Our long-term Receptionist, Mel, is leaving us to pursuit a new career. Mel’s last day is the 11th November 2020. Our new Receptionist, Georgia, is ready to greet our clients at our Subiaco office.

Utopia Financial Advisory has undergone staffing changes in the last few months, saying farewell to Vicki and Angelyn. We wish Angelyn the best of luck with her new business venture.

We are excited to welcome Jay Duthie, our new IT Assistant, and Scott Lim, our new Financial Advisory Assistant, to Utopia Financial Advisory.  Jay and Scott are ready to assist our clients in their financial advisory needs.

Utopia Financial Partners is a group of specialist tax, SMSF, financial advisory, and mortgage broking companies working together to meet your financial and business needs.

Latest News and Client Updates

September 7, 2020 in Finance Broking

First Home Loan Deposit Scheme (FHLDS)

Since 1 January 2020, the First Home Loan Deposit Scheme (FHLDS) has been on offer to first home buyers. The FHLDS allows first home buyers to purchase a property with…
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September 7, 2020 in Finance Broking

HomeBuilder Grant

In response to COVID-19, the federal government has introduced the HomeBuilder grant. The HomeBuilder grant is a $25,000 tax free grant on offer to those eligible who build a new…
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September 7, 2020 in Finance Broking

WA State Government Building Bonus Grant

To assist the WA Building and Construction sector the WA State Government is now offering “Building Bonus Grants” to people who enter into a contract to build a new home…
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We believe in creating a better financial future.

We have the knowledge and experience to know when to challenge it. At our core is a belief that even the best can be better.