Our team of Wealth Advisors work with our clients to develop customised financial plans tailored to their priorities and goals. We help your business grow while preserving and protecting assets; allowing you to plan for life after work. Our expert team assists in selecting on-target investment strategies, that support your short, medium and long-term financial goals.
Investment
- Wealth Accumulation Strategies
- Tailored Investment Advice
- Geared Investment Strategies
- Portfolio Management
Self Managed Super Funds
- SMSF Specialist Advice
- SMSF Establishment
- Tax structuring
- Administration and Compliance
- Trustee Advice
Retirement Planning
- Retirement Advice
- Superannuation
- Financial Modelling
- Redundancy
- Centrelink
- Aged Care
Estate Planning
- Estate Planning Management
- Tax Structuring
- Beneficiary Planning
- Succession Planning
High Net Worth Solutions
- Sophisticated investments
- Exclusive investment opportunities
Bartons Financial Services Pty Ltd ABN 34 632 726 580 is a Corporate Authorised Representative of BFS Group (SA) Pty Ltd, ABN 82 664 177 913, AFSL No. 546006