Business and Enterprise.

A relationship you can count on

Providing our clients with a year-round professional service is our priority. We help businesses of all sizes and stages of their life-cycle to manage their day-to-day demands, grow and plan for the future. Our approach is summarised in four simple steps:

Define.

We help to define the short, medium and long term goals for your business. We then assist you to implement the right functional systems to help you achieve them.

Plan.

Once we have defined your goals, we then create action plans that allow your business to work toward completing the objectives critical to its success.

Assess.

By frequently assessing and monitoring how your business is developing, we are able to advise on courses of action to keep plans on track.

Achieve.

We help achieve your primary goals, then repeatedly set new objectives to continue your business growth.

Professionals and Executives.

Advice tailored to you

The Bartons team bring a holistic approach to individuals who are operating at the peak of their profession. We help you organise your financial affairs to accumulate and protect your wealth.

Private Clients.

A Confidential and Trusted Advisor

We work closely with private business owners, families, individuals and entrepreneurs to deliver the right strategies and advice to achieve their financial goals. Whether you need tax and accounting, risk protection, strategies for wealth growth or guidance in either creating, growing or exiting your business – we can help every step of the way.