Raf Meyer | Private Client Adviser
Transform your investment and retirement goals into reality—unlock strategies to grow, protect, and maximise your wealth for the future you deserve. Let's design a plan tailored to you.
Why choose me?
I’ve been working in the financial services industry since 2007, specialising in financial planning and long-term wealth management. I hold both a Diploma and an Advanced Diploma of Financial Planning and Investments. Over the years, I’ve honed my skills as a financial adviser, with a particular focus on portfolio management and strategic financial planning.
I’m proud to have built a track record of success, earning a reputation for delivering personalised solutions that align closely with my clients’ specific objectives and financial goals. Helping clients navigate their financial journeys and achieve their ambitions is what drives me every day.
Financial advice tailored for you
Financial Planning
Navigate major life changes—like marriage, buying a home, or retirement with expert financial advice. We help you manage unexpected life events, such as job loss or inheritance, ensuring your wealth management strategy is secure, personalised, and designed for your long-term financial future.
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Retirement advice
Effective retirement planning balances tax efficiency, investments, and income streams from superannuation, assets, and Centrelink. We help tailor your retirement strategy to meet your financial goals, staying up to-date with the latest legislative changes to provide the best advice.
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Superannuation advice
Superannuation is one of the most tax-effective ways to save for retirement. However, understanding contributions and tax benefits can be complex. We help you maximise tax benefits and financial incentives to secure a comfortable retirement.
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What my clients say about me
"Raf has taken on the role of adviser for our family super fund and has been a great fit from the start. Raf is incredibly approachable, and we quickly built a strong rapport. His accessibility—whether via mobile, text, or email—is fantastic and works perfectly for me.
Raf has been instrumental in helping us plan optimal strategies, balancing exposure to disruptive and progressive stocks and their inherent volatility with a close eye on maintaining diversification and a strong focus on wealth preservation. Working with him is an absolute pleasure, and his guidance is always reassuring."
Raf has been instrumental in helping us plan optimal strategies, balancing exposure to disruptive and progressive stocks and their inherent volatility with a close eye on maintaining diversification and a strong focus on wealth preservation. Working with him is an absolute pleasure, and his guidance is always reassuring."
Dr M. Chapman
Morgans Client
What my clients say about me
"I have known Raf for just over six months, and he now manages my SMSF. I find him to be both knowledgeable and professional in his work. He has always responded promptly to my inquiries and concerns. I look forward to many more years of him managing my investments. I highly recommend him to anyone seeking a financial adviser."
J. Kandiah
Morgans Client
What my clients say about me
"Raf has been my financial adviser for many years, and I have always felt comfortable working with him and trusting him with my financial well-being. He is highly professional and consistently explains things in simple terms, avoiding unnecessary financial jargon. I have also recommended his services to many of my friends."
A. Poonawalla
Morgans Client
What my clients say about me
"My first interactions with Raf Meyer date back at least fifteen years, if not longer. Initially, it was simply a matter of meeting, greeting, and keeping in touch.
Over the years, as we got to know each other better, Raf took the time to understand my specific financial and investment needs. He has always been forthcoming with insights, addressing my questions and concerns openly and thoughtfully, allowing me the time I needed to make informed decisions.
Today, I work much more closely with Raf in managing my family’s finances, with the same level of attention and consideration for our future needs."
Over the years, as we got to know each other better, Raf took the time to understand my specific financial and investment needs. He has always been forthcoming with insights, addressing my questions and concerns openly and thoughtfully, allowing me the time I needed to make informed decisions.
Today, I work much more closely with Raf in managing my family’s finances, with the same level of attention and consideration for our future needs."
B. Martino
Morgans Client
What my clients say about me
"Since relocating to Perth, I have attended several meetings with Raf and have found him to be pleasant, approachable, and easy to work with. Raf always respect my decisions as a client, and I feel confident that my super fund is in good hands. Thank you for your guidance and valuable input—I truly appreciate it."
K.Chow
Morgans Client
The Morgans difference
Backed by 20+ analysts
Backed by a team of over 20 analysts, we leverage award-winning research and industry insights to provide our clients with strategic advice. We cover over 200 ASX-listed stocks, providing broad market expertise.
Financial solutions
We craft strategies tailored to your individual goals. This includes wealth accumulation and retirement planning.
Global investor reach
Our ability to engage both domestic and international high-net-worth retail and institutional investors is a key differentiator and allows us to deliver a diverse investor mix to meet specific investment goals.
