Burswood Wealth

Burswood Wealth Specialist Financial Planning team based in Perth, W.A. Join us on Twitter: twitter.com/BurswoodWealth We ask lots questions and get your answers. We listen.

Burswood Partners Wealth Management was formed in 2013 and is an outcomes based financial planning practice. As a result we provide objective advice that meets our clients’ needs without any bias or conflict over commissions. We do not make use of asset based fees nor do we focus on particular asset classes or products. We keep our process of working with our clients as uncomplicated as possible.

We identify what makes our clients tick. Helping our clients is the reason we are in business. By establishing what is important to you, both now and in the future, we develop a road map or a strategy that helps you get to where you want to be, so that you can live your ideal life. Integrated Wealth Strategies (ABN 72141586085) trading as Burswood Partners Wealth Management is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.

Global economic growth has been slow, but what does it mean for you as an investor? You can find out here: http://goo.gl...
17/11/2015

Global economic growth has been slow, but what does it mean for you as an investor? You can find out here: http://goo.gl/ewCHYD

And what does low growth mean for investors? Key points Global growth has been sub-par and is likely ... http://eread.com.au/amp710863/22951

No surprises here - only 15% of older workers do so for enjoyment!If you aren't part of this 15%, there are ways to plan...
27/10/2015

No surprises here - only 15% of older workers do so for enjoyment!

If you aren't part of this 15%, there are ways to plan so that you can retire on your own terms.

Does you credit card debt leave you anxious? Take control of your situation and enjoy your life without the burden of fi...
19/10/2015

Does you credit card debt leave you anxious?

Take control of your situation and enjoy your life without the burden of financial stress.

If you've been into the office lately, you will have met our new Client Services Manager, Tracey. Tracey joined us in Se...
18/10/2015

If you've been into the office lately, you will have met our new Client Services Manager, Tracey.

Tracey joined us in September, and has already made a dramatic impact to our client and advice management.

We are so pleased to have Tracey as a part of the team!

You can reach Tracey on (08) 9472 4944 or [email protected]

Do you have a SMSF and own a small business?You'll want to read this: http://goo.gl/LJCiTX
12/10/2015

Do you have a SMSF and own a small business?You'll want to read this: http://goo.gl/LJCiTX

The Federal Court this month personally fined two SMSF trustees $20,000 in civil penalties for breaching some of most fundamental provisions in superannuation law.

Did you know that 29.4% of Australians put their savings into a bank deposit? Where do you stash your cash?
30/09/2015

Did you know that 29.4% of Australians put their savings into a bank deposit? Where do you stash your cash?

Confused about your super accounts? Want to invest your money but unsure how? Do you have a specific financial goal you'...
21/09/2015

Confused about your super accounts? Want to invest your money but unsure how? Do you have a specific financial goal you'd like to achieve but don't know where to start? Talk to us: (08) 9472 4944 or [email protected]

Did you know that 22% of Australians in their 20s have a Financial Plan? This number decreases with age - but it is just...
07/09/2015

Did you know that 22% of Australians in their 20s have a Financial Plan? This number decreases with age - but it is just as important to have a sound plan at any stage of your life.

If there is an area of your financial life that you'd like to improve, contact us today on (08) 9472 4944 or [email protected].

Are you covered for the unexpected? This video could change your mind. This is the human face of underinsurance. https:/...
02/09/2015

Are you covered for the unexpected? This video could change your mind. This is the human face of underinsurance. https://goo.gl/z7Lc57

Australia’s underinsurance problem is well documented and widely discussed. But only when we put a human face to this phenomenon does all the talk start to b...

Lotto is not a financial plan! There are definitely better avenues to increase your wealth without the 1 in 45,379,620 c...
24/08/2015

Lotto is not a financial plan! There are definitely better avenues to increase your wealth without the 1 in 45,379,620 chance of winning Division 1.

"Association of Super Funds of Australia chief executive Pauline Vamos urged people to consider seeking financial advice...
18/08/2015

"Association of Super Funds of Australia chief executive Pauline Vamos urged people to consider seeking financial advice to help them better plan for retirement and consider making additional voluntary contributions." http://goo.gl/MUqJh8

Changes to restrict access to the age pension mean couples will need to save an extra $130,000 for a "comfortable" retirement.

The recent incidents of flight cancellations and delays in Bali are a timely reminder of the benefits of travel insuranc...
12/08/2015

The recent incidents of flight cancellations and delays in Bali are a timely reminder of the benefits of travel insurance - here's what you need to know.

Address

136 Burswood Road
Burswood, WA
6100

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61894724944

Alerts

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