Our advisers can work alongside you to develop and implement a comprehensive financial strategy, assisting you to maintain - and grow - your wealth.

We understand that wealth preservation and growth are only achieved by adopting a consistent long term approach that is focussed on a set of objectives - and reviewed regularly - to ensure appropriate outcomes.
We can work with you to achieve these wealth preservation goals.

Our research has identified that clients want relationship with someone who they can trust, who understands their situation and who will help steer them through the minefield of information so they can get on with what they want to do with their lives.

They want more than just investment advice. While investment advice is important, it is a means to an end, not the end itself.

Taking this on board, we have been placing far more emphasis on engaging with clients to ensure we:

• Understand the issues important to them.
  
• Educate clients as to the changes in legislation, markets etc.
  
• Work with them to ensure their strategy and investments remain appropriate as these changes occur.

Bartons Financial Services* can provide advice in the following areas:

• Financial Planning – from identifying goals and financial issues, to preparing and implementing a financial plan. Our clients develop a powerful vision of the future and a realistic plan to achieve it.
• Superannuation and retirement strategies – including self managed super funds.
• Investment Advice – taking in direct shares and managed funds. 
• Risk Management  - ensuring you and your family are protected financially in the event of death or disability.

• Lending

* Bartons Financial Services Pty Ltd is a corporate authorised representative of Genesys Wealth Advisers Limited. ABN 20 060 778 216 AFSL 232686 Principal Member of the FPA.

 15 reasons our clients use our services (106 KB)