About us
Independent Advice.
Personal Connection.
Peritus Private Wealth is a privately owned, Perth-based boutique financial planning firm with its own Australian Financial Services Licence. Being self-licensed means, we offer client first advice and solutions – we’re not tied to any institution.
We provide tailored financial planning and investment management to: Wealth accumulators, pre-retirees, retirees, business owners, executives, and high-net-worth individuals.
A Relationship That Puts You First.
We're not here to sell products—we're here to build long-term partnerships based on trust, clarity, and what matters most to you.
We take the time to understand your goals, guide you with empathy and experience, and stay by your side through every stage of life.
To ensure this level of personal attention, we intentionally limit the number of clients per adviser. It's how we deliver the depth of service and care that sets us apart—and why our clients stay with us for the long haul.