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Financial Planning

Enough money to achieve your goals?

It's a question we know we should address, but all too often tuck into the recess of our mind. It doesn't need to be that way. No matter what stage of life you're at, Burrell can help you put structures and strategies in place to protect and grow your wealth. We'll inform you of your choices and help you make the right decisions. All you have to do is realise your goal and look forward to an enjoyable and comfortable future. Sorted, simple!

Financial planning isn't just for the wealthy or those approaching retirement. It's for anyone who has a goal, or wants to improve their financial position. If you fall into one of these life stages, we can help.

Young starter: You've just started your career and need help with strategies to achieve your goals, like owning your own home. You need to consider budget and savings schemes, consolidating your super and protecting your income.

Accumulator: You're in the thick of your career and your family deserves financial security and independence. You want a long-term savings and investment plan, a risk protection plan and an investment portfolio. You want to know how to effectively manage your tax and your super, and increase your take home pay.

Consolidator and/or retiree: You're thinking about retirement and you want enough money to last you for the rest of your life. You want to pay off debt and optimise your retirement income. You want to review your investments and insurances, maximise your super and pension benefits, and plan your estate. 

So that's what we do

Burrell take a holistic approach to help you put structures and strategies in place to protect and grow your wealth. We work through a comprehensive planning process with you, taking into account your particular circumstances. We simply inform you of your choices and help you make the right decisions. We advise on:

  • Financial planning
  • Stockbroking and investing
  • Wealth creation strategies
  • Investment structuring
  • Asset allocation
  • Superannuation
  • Retirement and estate planning
  • Social Security and Veterans' Affairs
  • Tax effective investment advice
  • Gearing strategies
  • Risk insurance advice

In all disciplines, we seamlessly combine advisory and, administrative services to deliver you a total solution. We bring in other specialists as necessary and regularly work alongside our clients' existing advisors. Burrell can provide one-off advice, or we can continue to monitor the performance of your assets and investments to ensure your capital is working for you. You can also nominate us to handle all the paperwork.

Six steps to sorted, simple wealth management

Our simple, collaborative and proven process helps us understand your needs so we can recommend the right strategy for you.

Free first meeting

We'll get to know each other so we can build a strong relationship with you. We'll explain the way we provide advice and the costs involved.

After the first meeting the following steps in the process can include:

  1. Fact-finding meeting. So we can provide you with the proper financial advice, we'll ask you questions to gain a thorough understanding of your circumstance, objectives and risk profile.
  2. Statement of Advice. Once we've undertaken a comprehensive planning process, we'll present you with our written recommendations in a Statement of Advice. 
  3. Recommendations. We'll meet with you to explain our recommendations plainly and simply and make sure you're comfortable with them. 
  4. Implementation. Once you're ready to proceed, we'll implement the agreed recommendations.
  5. Review. We'll review your investments, taking into account any changes to your circumstances.

Get started

Contact us for an obligation-free consultation.
Call 1300 4 BURRELL, or download our Wealth Management PDF for more information.