Longest trading · Updated October 2026
Western Australian financial planners, longest trading
As of October 2026, the three longest-trading financial planners in Western Australia on Staying Power are Mal Dobson & Associates (started in 1987; 5.0 from 81 Google reviews), Scope Advisory (started in 2004; 5.0 from 19 Google reviews) and Merideon Wealth Strategies (started in 2010; 4.8 from 22 Google reviews).
- Financial Planners compared
- 130
- Google reviews
- 2,253
- Median rating
- 5.0
| # | Business | Rating | Google reviews | Started | Contact |
|---|---|---|---|---|---|
| 1 | Mal Dobson & Associates7 Woodpecker Ave, Perth WA 6155 | 81 Google reviews | 1987 | ||
| 2 | Scope AdvisorySuite 5, Level 1/12-14 Thelma St | 19 Google reviews | 2004 | ||
| 3 | Merideon Wealth Strategies | 22 Google reviews | 2010 | ||
| 4 | Acumen Wealth Management | 37 Google reviews | 2013 | ||
| 5 | Proactiv Financial Solutions300 Vahland Ave, Perth WA 6155 | 62 Google reviews | 2014 | ||
| 6 | Core Wealth Financial PlanningLevel 1, Suite 1/45 Northside Dr | 14 Google reviews | 2014 | ||
| 7 | Affluence Private Wealth162 Colin St, Perth WA 6005 | 29 Google reviews | 2015 | ||
| 8 | Barns Financial Services | 61 Google reviews | 2018 | ||
| 9 | HPH Solutions123 Melville Pde, Perth WA 6152 | 103 Google reviews | 2019 | ||
| 10 | HPH Solutions Wannanup | 23 Google reviews | 2019 |
Staying Power compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 10 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
Of the financial planners compared, the most reviewed is United Financial Services, with 228 Google reviews at 5.0.
How this list is ranked
Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed.
The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
Questions
- Which financial planners in Western Australia have been trading the longest?
- As of October 2026, the three longest-trading financial planners in Western Australia on Staying Power are Mal Dobson & Associates (started in 1987; 5.0 from 81 Google reviews), Scope Advisory (started in 2004; 5.0 from 19 Google reviews) and Merideon Wealth Strategies (started in 2010; 4.8 from 22 Google reviews).
- How does Staying Power rank financial planners in Western Australia?
- Businesses are ranked by the year they started, as their own website states it, earliest first. Only businesses rated 4.0 or better from at least 10 Google reviews are listed. The year is the business's own statement and is not checked against a register, and age alone says nothing about quality.
- How many financial planners in Western Australia did Staying Power compare?
- Staying Power compared 130 financial planners in Western Australia, with 2,253 Google reviews between them. Of these, 10 meet this list's method. The median rating is 5.0 from a median of 4 reviews.
- Can a business pay to be listed or to rank higher?
- No. Every business is ranked by the same published method, and no business can pay to be listed or to move up.