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Welcome to Barker Wealth Management |
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Join us for our upcoming boardroom briefing on how to
Build and Protect your Wealth whilst Reducing your Tax
Date: Tuesday, 6th July 2010
Time: 6pm start
Location: BWM Boardroom, Lvl 2, 178 Fullarton Rd, Dulwich
Register your interest by clicking here or use one of the contact method below:
Barker Wealth Management
Ph: (08) 8364 3688 Fax: (08) 8364 3686
Email: RSVP@bwmgroup.com.au |
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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.
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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:
• Accessing 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.
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