Wealth Management

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

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