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Investment & Wealth Management in Western Australia

Explore businesses for Investment & Wealth Management in Western Australia. Compare company profiles, capabilities, service areas and contact details, then shortlist suitable companies for a B2B enquiry.

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Which companies should you contact for Investment & Wealth Management in Western Australia?

Review businesses relevant to Investment & Wealth Management in Western Australia against your actual requirements, narrow the field and contact suitable companies about working together.

MiQ Private Wealth

MiQ Private Wealth

Rated 5.0 out of 5 on Google, 13 reviews, as of 23 Oct 2026
  • Geraldton, WA
  • Investment & Wealth Management
  • ABN: 14 606 420 919

MiQ Private Wealth has an Australian office network including Gungahlin, Canberra. It provides wealth, superannuation, retirement, protection and aged-care advice, with multilingual support depending on adviser availability.

Languages
English, Chinese
Established
10+ years
Turnover
$10M - $50M
Employees
51 - 200
Services
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Swan Bullion Company

Swan Bullion Company

Rated 4.7 out of 5 on Google, 91 reviews, as of 23 Oct 2026
  • Gosnells, WA
  • Investment & Wealth Management
  • ABN: 31 112 179 218

Swan Bullion Company is a family-owned Perth precious-metals dealer established in 2004, offering gold, silver and platinum bullion sales, buyback, wholesale services and collateral-based loans through its Gosnells store and online channels.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
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Perth Bullion Exchange

Perth Bullion Exchange

Rated 4.8 out of 5 on Google, 42 reviews, as of 23 Oct 2026
  • Booragoon, WA
  • Investment & Wealth Management
  • ABN: 70 669 876 242

Perth Bullion Exchange is a Booragoon-based precious-metals dealer offering gold, silver and platinum bullion sales, buybacks and storage options. Customers can view live pricing, order online and transact or collect from its WA showroom.

Languages
English
Established
1-5 years
Turnover
$5M - $10M
Employees
2 - 10
Services
View Profile
VIP Vaults and Bullion Exchange Perth

VIP Vaults and Bullion Exchange Perth

Rated 5.0 out of 5 on Google, 11 reviews, as of 23 Oct 2026
  • East Perth, WA
  • Investment & Wealth Management
  • ABN: 16 668 126 761

VIP Vaults and Bullion Exchange Perth combines physical gold, silver and platinum dealing with secure storage and safe deposit boxes at East Perth and Joondalup locations, giving local clients in-person purchase and custody options.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Hai Ha Money Transfer

Hai Ha Money Transfer

Rated 4.7 out of 5 on Google, 81 reviews, as of 23 Oct 2026
  • Girrawheen, WA
  • Investment & Wealth Management
  • ABN: 31 130 744 802

Hai Ha Money Transfer operates Perth branches in Girrawheen and Mirrabooka, combining international money transfer and foreign-currency exchange with physical ABC Bullion 9999 gold sales and buyback through its Australian branch network.

Languages
English
Established
10+ years
Turnover
$10M - $50M
Employees
51 - 200
Services
View Profile
Mint Coins & Collectables

Mint Coins & Collectables

Rated 4.1 out of 5 on Google, 264 reviews, as of 23 Oct 2026
  • East Perth, WA
  • Investment & Wealth Management
  • ABN: 58 693 268 156

Mint Coins & Collectables is an East Perth dealer in gold, silver and platinum bullion plus Australian and international collectible coins, with an established retail shop, online ordering and precious-metals assessment services.

Languages
English
Established
1-5 years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Bastion Financial Group

Bastion Financial Group

Rated 5.0 out of 5 on Google, 1 review, as of 23 Oct 2026
  • Perth, WA
  • Investment & Wealth Management
  • ABN: 38 164 900 109

Bastion Financial Group is a central Perth practice serving professionals, executives and business owners, as well as their families. Advice is organised around practical commitments and reviewed as financial responsibilities develop.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Private Capital Advisers

Private Capital Advisers

  • Cottesloe, WA
  • Investment & Wealth Management
  • ABN: 15 123 671 821

Private Capital Advisers is a boutique, owner-operated wealth management practice in Cottesloe. Its clients include individuals and families as well as charities, not-for-profits and institutions with capital to steward over time.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
2 - 10
Services
View Profile
Quest Advisory Group

Quest Advisory Group

Rated 5.0 out of 5 on Google, 11 reviews, as of 23 Oct 2026
  • Leederville, WA
  • Investment & Wealth Management
  • ABN: 75 610 810 556

Quest Advisory Group is a privately owned financial planning firm based in Leederville. The firm describes a four-stage advice process: an initial one-to-one conversation, development of strategy options, an informed decision and implementation.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile
Ebury

Ebury

  • Perth, WA
  • Investment & Wealth Management
  • ABN: 54 632 570 702

Ebury is a corporate cross-border finance and FX provider with a Perth office, offering spot FX, forwards, options, currency-risk management, business accounts, international payments, financing and platform tools for businesses and institutions.

Languages
English
Established
5-10 years
Turnover
$100M+
Employees
51 - 200
Services
View Profile
Great Southland Bullion

Great Southland Bullion

Rated 4.8 out of 5 on Google, 65 reviews, as of 23 Oct 2026
  • Cloverdale, WA
  • Investment & Wealth Management
  • ABN: 42 668 452 999

Great Southland Bullion is a Perth-headquartered precious-metals dealer offering physical gold and silver bullion sales, buyback, verification and secure storage, with branch-based dealing across Western Australia, New South Wales and Victoria.

Languages
English
Established
1-5 years
Turnover
$5M - $10M
Employees
2 - 10
Services
View Profile
Boutique Advisers

Boutique Advisers

Rated 5.0 out of 5 on Google, 65 reviews, as of 23 Oct 2026
  • Subiaco, WA
  • Investment & Wealth Management
  • ABN: 55 056 631 157

Boutique Advisers is a Subiaco private wealth practice working with families whose financial arrangements extend across generations. Its approach is built around coordination.

Languages
English
Established
10+ years
Turnover
$1M - $5M
Employees
11 - 50
Services
View Profile

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