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 Implementation
  • Portfolio Management
  • Holistic Wealth Advice
  • Direct Property Investment

Self Managed Super Funds

  • SMSF Specialist Advice
  • SMSF Establishment
  • Tax structuring
  • Administration and┬áCompliance
  • 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

Bartons Financial Services is a Corporate Authorised Representative (314511) of Magnitude Group Pty Ltd ABN 54 086 266 202 Australian Financial Services Licence 221557