Latest News
- End of year financial strategies
- Budget 2021: Retirement Outcomes
- Videos to help understand financial planning topics.
- SMSFs still on top for member satisfaction
- Understanding home downsizing and super contributions
- ATO issues final warnings on outstanding SARs
- New SMSF quarterly statistics highlight continued post-COVID recovery
- Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
- More...
Welcome to Barnett Financial Planning
Our Mission is “to provide thorough and transparent financial advice to our clients which is tailored around their personal needs and circumstances. We build strong and supportive long term relationships with our clients to ensure they are assisted through each of their life stages.”
Barnett Financial Planning’s points of differentiation
Best Interest of the Client
We are not restricted by which investment product and insurance providers we are able to recommend. For example, when developing a wealth protection strategy for our clients we have the ability to select any insurance provider or insurance policy within the market place.
A benefit associated with this is that our clients understand and appreciate that we are utilising the most appropriate investment and insurance products which best suits their needs and objectives.
Holistic Advice
Barnett Financial Planning provides quality advice across all areas of financial advice. To ensure that our firm keeps “it’s finger on the pulse” of the ever changing environment, our practice consists of trusted advisers provide financial advice in their specialist areas that they have a high level of training and experience in.
Family Business
What differentiates our practice from the vast majority is the fact that this is a family owned business.
Some key benefits associated with a family based financial advisory firm include:
- Sharing common ethical values.
- Our strong commitment to the business and the wellbeing of our clients, which means you are not just a number.
- Adrian’s youth provides the organisation with that competitive edge, which keeps the firm in touch with the younger generation.
- Alex’s 30 years of taxation, accounting and Self-Managed Superannuation experience ensures that the practice has the professional expertise, knowledge and direction that all financial advisory firms strive to achieve.
At Barnett Financial Planning we are committed to only working with clients who share our core values, who appreciate the need to adopt a long-term strategic plan and who understand the importance of maintaining a strong long-term relationship in order to achieve their goals. This approach has ensured that our clients have been able to continue to successfully navigate their way through the recent Global Financial Crisis (GFC).