If you fail to plan, you plan to fail
Having a well-constructed plan that outlines key objectives, a detailed roadmap and specific financial outcomes ensures that each client has confidence in the direction they embark on, failure is not an option as it comes with huge financial consequences.
We recognise that no financial plan can be set and forget so we provide our clients with ongoing advice programs. The ongoing program and associated client engagement are constructed to ensure that their strategies remain suitable given changes to personal circumstances, legislation, investments and products.
We understand the importance of clients playing their part in the decision-making process. To facilitate a rational decision-making process, we provide clients with education tools so they too can build their knowledge around wealth creation and protection.
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"I pay whatever tax I am required to pay under the law, not a penny more, not a penny less" - Kerry Packer
Given the potential negative taxation implication of every financial strategy, our Managing Director recognised the need for taxation planning to be at the forefront of every financial plan.
Consequently, our team of professionals utilise their expertise in taxation to formulate wealth creation strategies that are designed not only to accumulate income and capital growth but are also constructed to reduce the tax burden for each client.
In permitting circumstances, we also work in partnership with our clients’ Accounting/Taxation Consultants to deliver tax-effective wealth generating financial strategies.
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You’ve worked hard building it, now let’s preserve it
Any well-constructed financial strategy can be jeopardised by an unforeseen situation involving a serious sickness, accident, permanent disablement or death.
Personal insurance coverage provides you with peace of mind. It aims to remove or reduce the financial stress that inevitably occurs as a result of these events.
Our personal insurance Adviser’s will work with you on devising a tailored cost-effective wealth protection strategy that protects you, your financial dependants lifestyle and well-being.
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A sound financial strategy is only complete when it can be put into practise and adequate resources stand behind each key financial milestone
An Adviser’s strategic advice, portfolio construction and analytics are just one component of the complete financial advice solution. Clients of Barnett Financial Planning have a dedicated client services team who play a vital part in transforming strategy recommendations into real life scenarios.
Our client services team's extensive training and experience, enables them to walk the client through the early stages of the financial advice journey. Their complete understanding of the client allows them to serve the client and manage their affairs from an ongoing basis.
The client service and client relationship quite often becomes so strong that they are the first port of call for many matters.
Contact us today to discuss how we can work together.