Our Team

With Framework Comes Confidence

The Team of friendly faces at financial framework can help you build confidence and certainty around your finances.

Financial Framework's History

After more than 10 years in the industry, Managing Director, Tim Luxton founded Financial Framework in 2013.

It was Tim’s dream to create a new kind of Financial Advice firm; one where the Financial Advisers had empathy for their clients and truly cared about the results they were able to achieve with their clients. He imagined a financial advice firm where advisers could form deep and meaningful relationships with their clients, and it shows.

Fast forward to now and we've been able to help hundreds of people looking towards retirement and improving their current situation.

We manage over $200 million in retirement savings and have helped our clients claim $15 million in insurances.

With this support, some of our clients have been with our advisers for over 10 years now. An incredible milestone for all.

Thanks to our founder’s vision, we have been able to separate ourselves from many of the traditional advice qualities that the rest of the industry share.

As a result, we’ve been recognised as a fair place to go to get financial advice in Perth (just look at the 60+ reviews left online for our team members).

Can Our Financial Advice Really Help You Though?

Financial Framework is a team of financial experts who specialise in helping Generation X (those typically aged in their 40's and 50's).

Why Generation X? They call it the forgotten generation, sandwiched between Baby Boomers and Millennials. However, we know that those in their 40's and 50's have very real needs for financial advice. And it's a very important time of your life to start setting yourself up for retirement.

We can help you to make the tough decision about paying off your mortgage or contributing to superannuation, when's the right time to start planning for your retirement, whether you need insurance at this time of your life or even whether you're eligible for a claim that you weren't aware of (we've helped uncover 100's of thousands of dollars for people that weren't aware they were eligible for insurance claims).

Our services have been set up to cater for families and small businesses that are within the Gen X co-hort. If that's you, we've dealt with so many others just like you, we're bound to be able to help your unique circumstances as well. And if we can't we'll put you in the right direction anyway.

Our financial advice has been designed to optimise your income, spending, savings, investment portfolios, superannuation and insurance.

Why Work With A Financial Advice Team?

We're very team-oriented around here. In fact, when you work with Financial Framework, you get the best of both worlds: a dedicated Financial Adviser who is focused on your specific needs, and an entire team of experts behind them. We call it the Client Concierge Service. With our Client Concierge Service, we're able to regularly touch base to keep you informed on your financial progress. There's always someone to take your call and we constantly make sure your needs are being met, to your highest expectations.

If things do happen to get complicated in your life, or you need to step into new financial territory, we have specialists who can guide you through this as well. Our collective pool of knowledge has become extremely deep over the years, and every member of our team is driven by a genuine love for what we do.

The Financial Planning Process - Plan Before You Build

The key to growing wealth is to start with the end goal in mind, then plan for it. We help our clients achieve their financial goals by tailoring the most effective plan for them.

Step 1. It starts with a casual discovery meeting where we get to know you and you get to know us (all costs are covered by us).

Step 2. When we are comfortable that we are the right people to help you and you would like to work with us, we will invite you back for a strategy meeting to pull all of the pieces together. We'll have an interactive white board session that will help you to visualise what your financial future could possibly look like.

Step 3. We will then work with you to examine your daily, monthly and long-term finances, utilising every possible way to maximise your wealth, improve your tax position and secure your financial future. Once we have achieved this together, we then work to maintain and, where possible, improve your finances, now and into the future.

Secure your finances now by talking to a member of our team today.

OUR TEAM