Burke Britton Financial Partners boasts a team of expert financial advisers who provide comprehensive financial planning advice. With a collective advisory experience exceeding 100 years, they excel in simplifying the complexities of financial planning. As the principal director and founder of Burke Britton Financial Partners, Peter has been offering financial planning services since 1996, specializing in advising clients across various wealth levels. The firm is supported by a team of advisory and support staff comprising educated, experienced, and open-minded professionals. They collaborate with clients to create, protect, and manage their wealth. The Burke Britton Financial Partners team is passionate about assisting businesses and individuals in achieving their financial and lifestyle goals. The firm's commitment extends to building enduring partnerships with clients, aiding them in the long-term process of building, protecting, and managing wealth for themselves and their families. With a focus on attentive listening, understanding, and genuine care for clients' concerns, the team provides individualized service. Their highly qualified Financial Advisers possess the knowledge and experience to address all significant financial matters. Burke Britton Financial Partners goes the extra mile to accommodate clients by offering after-hours appointments, remote advice, and the flexibility of workplace and home visits. The firm's holistic approach and client-centric services underscore its dedication to helping clients navigate and succeed in their financial journeys.
UNIQUE FACTS:
• Initial Appointment Available.
• Online Appointments.
• On-site Services.
• Exceptional Personal Service.
• Ongoing Support.
• Knowledge And Experience.
• A Holistic Approach.
3 Best Financial Services in Geelong, VIC
Expert recommended Top 3 Financial Services in Geelong, Victoria. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
BURKE BRITTON FINANCIAL PARTNERS REVIEWS
I have recently retired, which is pretty daunting after working full time for a number of years. However it is so satisfying to have my retirement funds managed by Burke Britton, knowing they have my interest at heart when making suggestions with what’s best for my financial situation. The team of Delta, Amy and Tom are exceptional financial planners. I have every confidence, in highly recommending their expertise and knowledge to anyone who needs assistance and guidance with their financial future. Exceptional.
I've been very happy with my dealings with Jay, Sam and the rest of the team at BB. Jay is very personable and is excellent at explaining and simplifying concepts in a more digestible way. No question is too much and you can always rely on Jay making sure you're comfortable in your own understanding. After each meeting I've left feeling comfortable and confident that my needs have been understood and we have a shared idea of the path forward. Thanks for your great work, Jay and team!
Highly recommend Burke Britton as trusted financial advisors. In our consultation with Delta and Che we felt super comfortable and stress free. Burke Britton are professional, friendly, knowledgeable and client focused.
We are fortunate in having an ongoing 25 year relationship with Peter Burke and his associates dealing with our financial matters. We are now both retired and benefit from having received strong financial advice during our worklife. Going to BBFS is like visiting members of our extended family. Everyone is very empathetic and eager to assist with sound advice especially when transitioning from working into retirement. - Eugenia & Michael
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Cloud Financial Planning, located in Highton, is a financial consultancy firm that offers advice on retirement and working life in Geelong and Ballarat. Shaun Liddicoat serves as the financial planner at Cloud Financial Planning, driven by the belief that all Australians should have access to high-quality financial advice, free from the influence of product providers. Shaun provides a convenient online meeting service for clients who prefer virtual consultations or cannot meet in person. Cloud Financial Planning is dedicated to guiding clients in achieving their financial goals through genuine and trustworthy advice. The firm tailor's rational investment plans to individual circumstances without product alliances or pushy sales tactics. Cloud Financial Planning is committed to facilitating a smooth retirement journey for clients, guided by their experience and academic qualifications. Their approach aims to instill confidence about the future, and they take pride in listening to clients' financial and life goals in retirement. The firm's dedication is evident in its mission to provide reliable and client-focused financial planning services.
UNIQUE FACTS:
• Free Initial Appointment.
• On-site Services.
• Online Appointments.
• Genuine, Trustworthy Advice.
• Regular Communication.
• Easy Phone Access.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CLOUD FINANCIAL PLANNING REVIEWS
We were recommended to Cloud Financial some years ago and it was great move. Shaun has listened to our needs and concerns and has always worked diligently to bring our needs to fruition, always with our best interest in mind. He understood our personal situation! He has always answered our questions clearly and comprehensively and has responded to these quickly. During the regular reviews we have with him, his advice has been clearly stated and supported by the research presented. His explanation of our financial position has always been clear concise and understandable. We have confidence in Cloud Financial and would recommend this firm.
Shaun is always personable, friendly and honest with his advice and recommendations. He does not coerce or force you to do anything. He discusses things clearly and allows us to take time to make decisions. We highly recommend his financial services.
Shaun has been my financial advisor for a number of years. He has created a portfolio that suits my needs and assisted me with financial advice when my mother and father passed away. I have no hesitation recommending him if you are looking for this type of support.
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Geelong Financial Group provides comprehensive financial services, all conveniently available under one roof. Simon Sutterby serves as the Managing Director, overseeing a team that caters to the needs of individuals, families, and small businesses. With access to a network of over 20 lenders, the firm excels in alleviating the stress of buying investment properties. Boasting a team of qualified and industry-approved professionals specializing in various finance areas, Geelong Financial Group is a one-stop destination for diverse financial needs. The firm is committed to educating clients and equipping them with the tools for financial growth. Putting clients' interests first is fundamental, ensuring they receive the best-case scenario tailored to their unique situations. Understanding clients' specific needs and goals, Geelong Financial Group aims to guide them in the right direction. As brokers, the team prioritises clients' interests, securing scenarios that best suit their financial situations. The ultimate goal is to assist clients in building and safeguarding their wealth, and as advisers, the firm ensures that clients receive the best advice for their current circumstances.
UNIQUE FACTS:
• Complementary Initial Consultation.
• Qualified & Industry Accredited Professionals.
• Tailored Financial Advice.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
GEELONG FINANCIAL GROUP REVIEWS
I recently did used Blake, Simon and Ivan at GFG and was blown away with the high caliber of service. Nothing was too hard, they went above and beyond, and kept me in the loop at all times. Communication was excellent from start to finish. Being a first home owner I was intimidated going down the home owner path, but they guided me through the entire time and no question was unanswered. They got me an incredibly compatible rate. The best team ever I highly recommend using them!
This team is brilliant, can’t recommend enough. As a first time buyer I was totally lost but GFG took me through each step and helped me understand and pick the best mortgage for my needs. They are all incredibly helpful and efficient and 2 years later I just refinanced with them and couldn’t be happier. 5/5 would recommend!
Thank you Ben for everything you’ve done to refinance and secure the loan. You’re a very hard worker and such a kind person to deal with. Second time user of your service and will be back!
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