Newcastle Accountants | Maitland Accountants | Bottrell Offices located in Newcastle, Maitland. Your local Accountants, Tax Agents & Advisors in Newcastle & Maitland.

Financial Planning

Bottrell Group’s financial division, Bottrell Wealth, are accredited Financial Planning Advisors. With over 20 years of experience dealing with everyday Australians and Australian businesses, Bottrell Wealth have gained the knowledge and skills to propel your wealth and secure your goals. The team successfully provides the following financial planning services

For Detailed Information on Bottrell Wealth Pty Ltd see our website

Financial Planning & Super

Our Financial Planning Services

Our team of knowledgeable expert financial advisors, and tax agents can guide you through every stage to guarantee that your business is well-positioned for success from the very beginning.

Super Funds

We can help you with managing your super funds, ensuring proper investment options and maximizing returns.

Retirement Planning

Advisors can provide retirement planning, developing strategies to ensure sufficient savings for a comfortable retirement.

Portfolio Management

We can offer portfolio management services, optimizing your investments and developing tailored investment strategies.

Investment Strategies

Get organized and stay on top of your finances with Bottrell Accounting's trusted bookkeeping services.

Wealth Transfer

We can assist with wealth transfer and estate planning, helping protect and distribute your assets efficiently.

Insurance Planning

They can provide guidance in insurance planning, helping you select appropriate coverage and navigate different policies.

Risk Management

They can help with risk management, identifying potential risks and implementing strategies to mitigate them.

Debt Managment

We can offer guidance on debt management, helping you effectively pay off and manage your debts.

Custom Planning

We can create customized financial plans that are tailored to your unique financial situation, goals, and risk tolerance.

Why choose Bottrell Wealth?

Bottrell Wealth take a two-pronged approach with a focus on both business and individual goals to ensure your wealth is looked at holistically. We understand that every individual and family will have different needs and goals to the next, so we tailor our services and strategies to perfectly fit the circumstances of each of our clients. At Bottrell we strive to ensure every meeting is productive and you leave feeling fulfilled and satisfied.

Our wealth planning endeavours to help you set goals and put plans into place that will see you reach your wealth goals sooner, whether that is retiring, purchasing an investment or protecting your family financially. Our areas of expertise are insurances, super funds, retirement, investments, tax effective strategies, custom planning and budgeting. 

SMSF Accountants & Auditors: Experts in self-managed superannuation funds. Financial Planning

How can Financial Planning help you?

Financial Planning advisors can provide valuable assistance in several ways. Firstly, they can help you create a comprehensive financial plan based on your goals, income, and risk tolerance. They can offer guidance on investments, helping you optimize your portfolio and make informed decisions. They can also provide insights and strategies for retirement planning, tax management, and estate planning.

Additionally, financial advisors can offer objective advice during major life events and market fluctuations, ensuring that you stay on track to achieve your financial goals.

Certified Financial Advisors

What is a Financial Planning advisors and what makes them different?

Certified Financial Planning advisors are professional financial advisors who have obtained the necessary certifications and qualifications to provide expert advice on various financial matters.

At Bottrell Business Consultants, we offer a wide range of services, including accounting, tax, business coaching, financial planning, and marketing. Please contact us at 02 4027 5782 or by email at office@bottrellaccounting.com.au to schedule a consultation and learn how we can help you. Our office is open Monday to Friday, 8:00 am to 5:30 pm (AEST).

Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services. Australian Financial Service License: No 246638.

Contact Us

Contact us at @ Newcastle Accountants