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

Investment Advice

Bottrell Group’s financial division, Bottrell Wealth, are accredited Financial Planning Advisors Investment Advice. 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

Financial Planning Services – For Detailed Information on Bottrell Wealth Pty Ltd see our website

Financial Planning & Super

Get Tailored and Informed Investment Advice

The support you will receive from our financial planners is second to none. Our planners can provide assistance with the investment decision, negotiation and management. This includes positioning your current assets for long term wealth creation, and ensuring your risk is distributed in a strategic field. We learn your objectives and goals, and we use this knowledge to provide a tailored investment strategy.

Propel your Individual Wealth with Investment Advice

You may have heard numerous cases of successful and well-off individuals setting up a SMSF, taking charge of their investments, running the fund for the sole purpose of providing retirement benefits for the members and their dependants. A SMSF has its Tax File Number (TFN), Australian Business Number (ABN) and transactional bank account, which allows them to receive contributions and rollovers, make investments and pay out pensions.

Why choose Bottrell Wealth?

The team at Bottrell Wealth have an expansive amount of knowledge that could see your super fund succeed exponentially. We understand that Super can be quite overwhelming and a difficult concept to grasp, with numerous options to choose from, confusing fees, and mountains of information to sift through. Let us take the guess work out of what you need to give consideration when finding the right option for your future.

Bottrell Accountant specialist for newcastle payg variations - rental properties. Tailored and Informed Investment Advice

Newcastle 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