Wealth Management

Wealth Management

Protect and grow your Wealth

Wealth Management isn't just for the wealthy or those approaching retirement. It is for anyone who has a goal, or wants to improve their financial position. No matter what stage of life you're at from young starters to accumulators pre-retirees and retirees, Burrell can help you put structures and strategies in place to protect and grow your wealth. We'll inform you of your choices and assist you with making the right decision. We work through a comprehensive planning process with you, taking into account your particular circumstances. We advise on:

  • Financial Planning
  • Stockbroking and Investing
  • Portfolio Management
  • Wealth Creation Strategies
  • Investment Structuring
  • Asset Allocation
  • Superannuation
  • Retirement and Estate Planning
  • Social Security and Veterans' Affairs
  • Aged Care Advice
  • Tax Effective Investment Advice
  • Gearing Strategies
  • Risk Insurance Advice

In all disciplines, we seamlessly combine advisory and administrative services to deliver you a total solution as required. We bring in other specialists as necessary and regularly work alongside our clients' existing advisers. Burrell can provide one-off advice, or continuing advice.

Get started

Contact us for an obligation-free consultation.
Call 1300 4 BURRELL, or download our
Wealth Management PDF.