Welcome to Barker Wealth Management

We Do More!


Barker Wealth Management provides independent and holistic financial planning services. As a boutique financial planning and investment firm, this enables our experienced advisers assist clients’ organise their financial affairs and establish strategies to achieve their personal and family goals.
 
Due to the cyclical nature of investment markets and ever-changing government legislation, we believe it is important to have a vigilant partner in your quest for wealth and financial independence.

BWM thinks Green

10Since 2010, Barker Wealth Management has implemented a number of different GREEN initiatives including the number of documents we print, they way that we print them, our storage methods, and the way that information is communicated.

We invite you to help us play our part in reducing our paper output by opting to receive your quarterly newsletter via email. You will still receive the same great articles and information, but they will be sent to you as an easy-to-open PDF file by email.

Join Barker’s in going GREEN - email us and request your newsletter to be sent electronically.

What is financial planning?


Financial planning is the process of meeting your life’s goals through the proper management of your finances. Your life’s goals may include buying a home, saving for your children’s education and planning for retirement.
Generally, developing a financial plan involves:
• Assessing your personal circumstances, risk tolerance and financial needs
• Investigating and deciding on the best way to make your money work for you
• Working out what you want to achieve, how you might achieve it
• Understanding any problems you might encounter along the way
 
Professional financial planning advice:
• Gives direction and meaning to your financial decisions
• Helps protect and build your income or investments
• Assists you to plan major changes in your personal circumstances e.g. retirement
• Allows you to see your financial decisions in the big picture
• Provides a sense of security and peace of mind that you are on track with your financial goals.