Our Client Value Proposition

Our Client Value Proposition

Our client value proposition will help you understand what we're passionate about, what we do well, and how we can help you achieve your dreams of financial freedom. Click here to view our prospective client flyer:

Our Vision

Our vision is to help our valued clients achieve their dreams of financial freedom. Whether it's travelling overseas, walking the Kokoda Trail, escaping to your weekend shack on the beach, taking some time off to write a novel, spending time with your grandchildren or on your yacht, we want to help you achieve it.

OUR PURPOSE

Everyone has a different dream of financial freedom, and it's our purpose to help you discover what it looks like, and to then, in consultation with you and other relevant professional stakeholders, devise the clever strategies to help you realise it. We want to help you to enjoy the lifestyle you want now and in retirement.

OUR LEGACY

Our clients can sleep easily, knowing the business has been successfully operating for over 25 years, and is one of Australia's most respected financial advisory practices.

OUR SENIOR WEALTH ADVISORS

Our highly experienced and exceptionally well qualified senior wealth advisors will provide you with professional, strategic and holistic financial planning advice and services to help you achieve your unique lifestyle and financial goals. They are leaders in their field and well respected in the financial services industry. When you meet with a senior wealth advisor at Barker Wealth Management, you're meeting with the industry's best.

OUR SUPPORT TEAM

Our practice is supported by a large and experienced support team. Each staff member has been carefully selected based on their unique skill sets and experience to compliment the needs of the business and high service and professional culture.

OUR VALUED CLIENT RELATIONSHIPS

We believe in establishing and nurturing long-term professional relationships of trust with our valued clients. After our initial advice to get you moving in the right direction, to ensure you remain on track, we'll offer to meet with you regularly to help you navigate through the inherent complexities associated with constantly changing investment markets and a dynamic legislative environment, and make adjustments to your personalised strategies when required.

OUR CLIENTS

Our clients are respected members of the community who understand the value associated with seeking out high quality professional financial advice and services from the industry's best. Whether it's acting as a sounding-board, advice coach or mentor, we provide a range of advice and services to suit everyone. Most of our clients are high net worth individuals, successful small business owners, and professionals from a range of backgrounds.

Our new clients are often the referred close friends, colleagues, peers, and family members of our loyal and long standing existing clients.

OUR ADVICE PROCESS

All initial meetings are at no cost to you, and are without obligation. Our initial meeting will help us explore your potential alignment and suitability with our advice and service offers. Following our initial meeting, if we believe we can help you, we'll outline the costs of our advice before we proceed any further with you.

We have an open and transparent advice process and act under a fee-for-service model that is commensurate with the time, nature and complexity of the advice provided to you.

OUR PROFESSIONAL SERVICES

We can provide you with professional, comprehensive advice and services across the following areas:

  • Retirement planning
  • Self-Managed Superannuation Funds (SMSFs)
  • Direct shares, ETFs, managed funds, and alternative investments advice and services
  • Investment portfolio construction and management
  • Taxation planning and optimisation
  • Superannuation strategies and rolloversSalary packaging
  • Negative gearing strategies
  • Centrelink, Aged Care and Veterans Affairs advice
  • Wealth protection, insurance and risk management
  • Estate planning
  • Loans through our referral partners
  • Cash flow planning and budgeting
  • Debt reduction
  • Wealth accumulation strategies
  • Redundancy
  • Business succession planning