About Interwest Financial Services

Independent financial advice, proudly based in Applecross since 1987.

Established in 1987, Interwest has been helping West Australians achieve their financial and lifestyle goals for more than 38 years. Our approach is built on trust, integrity and a strong commitment to understanding each client’s individual needs.

Drawing on our comprehensive knowledge, extensive experience and breadth of expertise, we provide personalised, holistic financial advice for every stage of life. We recognise that every client relationship is unique and tailor our strategies to support your goals now and into the future.

What Sets Interwest Apart

A client-focused approach built on trust, independence and ongoing support.

As the directors run a business and raise their families, they understand the complex balancing act that can bring stress into people’s lives. Our aim is to restore balance for our clients, while providing greater certainty for their future and peace of mind.

Educating and building financial literacy with our clients is a key focus. Our goal is to educate our clients and build confidence to help guide them to make decisions that will suit their unique needs.

WA Owned & Operated

Interwest is privately owned and operated from our Applecross office. With no ownership by product providers or investment managers, we remain free to focus solely on our clients and provide advice without external product influence or competing commercial interests.

Self-Licensed

Interwest holds its own Australian Financial Services Licence and is directly regulated by ASIC. This independence allows us to provide objective, transparent advice centred on our clients’ best interests, without pressure to recommend particular products or providers.

Ongoing Annual Reviews

Our annual review service ensures your strategy continues to reflect changes in your life, circumstances and financial markets. We remain available throughout the year, reviewing your position and adjusting strategies where needed to provide clarity and peace of mind.

CONTACT US

Meet the Team