We have been providing financial advice to clients in and around Perth since 1982. The company is owned by director and founder, Dennis Barton and has its own Australian Financial Services Licence (AFSL). As an independent and unaligned advisory practice we are not affiliated with any banks or other product providers ensuring our advice is conflict free. We not not receive any commissions and do not charge asset based or ongoing fees. Clients have the option to choose between fixed fees or our hourly rates.
Andep (a contraction of ANalysis with inDEPendence) was founded with the goal of providing independent advice on a fee for service basis. Back in 1982 the financial advice industry looked very different to what it is today. The trigger for Andep’s establishment was a comment by a fellow member of the Superannuation Board of Western Australia (now GESB), which Dennis chaired at the time, about the poor advice given to a patient of the board member’s medical practitioner wife. At the time, most investment advice was dispensed free of charge and advisers were remunerated by commissions up to 8% of the sums invested. The conflict was obvious. Read more about us…
Thank you for meeting with us and providing your unbiased investment recommendations. It was exactly the kind of service we were looking for. We will not hesitate to recommend your services to family and friends.
I would like to thank you for the level of understanding of my circumstances, for the clarity of your advice, recommendations regarding reducing investment and transfer fees, and laying out the time-line for implementation.
Have been a client of Andep for many years now and benefited greatly from the professional and high quality service and advice provided. Would highly commend Dennis and Liz to anyone needing independent professional financial advice. (posted to Google 22/7/20)
The most well informed honest and ethical investment advisory service I have encountered. A truly independent service providing excellent support and advice. I could not recommend them more highly. (posted as a Google review 22/7/20)
Every time I receive one of these emails it evokes a sense of optimism . The honesty and integrity that your company displays is quite inspirational.
I am very comfortable with riding this difficult time out and feel at ease with the financial plan we put in place with Andep’s guidance.
Thanks again Liz, you made a very difficult and personal task for me quite easy. Thanks for your patience with my endless questions. It is very much appreciated.
I really needed a robust Financial Plan as I get closer to Retirement and you have given me the help to reach my goals and eventually enjoy my Retirement.
Thank you so much for explaining that, that is much clearer now and makes a lot of sense! Much appreciated
Very impressed with your style, advice and service
I would like to thank you for your professional and honest approach to our finances thus far. You have been very informative and diligent through the process and I am really pleased with our decision to deal with you.
I cannot speak more highly of Andep and the professional manner they conduct themselves. I find them to be open, honest and very helpful. Highly recommended. Thankyou.
It was a pleasure to meet with you both last week. We left with a great sense of relief and confidence that we have found people we can put our trust in.
Love the independence and the transparent, upfront pricing!
Thank you for the comprehensive notes that you have sent me. This is more than I expected at this stage but exactly what I wanted.
Pleasantly surprised, your non judgmental approach was refreshing.
It is great to have to worry less about our $ and feel very comfortable in your hands.
I felt confident on departing the office sound objective advice had been given and the most effective courses of action had been arrived at.
Liz, that reply was very well worded - thank you so much!
Once again, my sincere thanks for all your help and understanding - it is truly appreciated.
Thank you for this report it is a very comprehensive document.
I was blown away by the amount of information and the logic in the report.
I wanted to say “thank you” for your prompt and easy to understand reply.
We are very happy with the report and keen to start taking action.
I am very grateful for the professional and friendly service you provide.
Mr Dennis Barton has done an exceptional job in summarising my situation.
Your efficiency is outstanding. So refreshing to see.
I do value your professional approach to financial planning and client care.
Thanks so much for everything by the way- you've been beyond fantastic!
Your reports have been very helpful in assisting us.
It has been a tremendous privilege and a real pleasure to work with you and your colleagues.