Welcome to Barnes Wealth Management

"Failing to plan is planning to fail."

Alan Lakein

Barnes Wealth Management is a boutique financial planning practice, for people who value their time and their lifestyle and want to be treated as private clients.

By outsourcing your wealth creation and protection strategies to our professional consulting company, we can guide you through some of the most important financial decisions that you may ever make, to achieve the lifestyle that you want.

Our satisfied clients come from diverse backgrounds - our business specialises in, private families, business (small to medium business owners), executives, professionals and retirement clients.

We are known to have specialist services in the following areas: Family office, Business (SME) & CEO Consulting, Executive Review Service, SMSF – Self Managed Superannuation & Superannuation, Insurance & Asset Protection, Retirement Planning, Investment Management and Seminar Education Services.

Barnes Wealth Management is a privately owned business which has been operating since 2001. It is backed by GWM Adviser Service an Australian Financial Services Licence. GWM Adviser Service is owned by MLC, which is in turn owned by National Australia Bank.

Our company believes in taking a personal and tailored approach to our clients, with the aim of adding more value, better protection and superior lifestyle for our clients.

Brendon Barnes, Stephen Casella, Chantel Oosthuizen, Datasoft Enterprises Pty Ltd t/a Barnes Wealth Management are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, trading as Garvan Financial Planning an Australian Financial Services Licensee, Registered office at 105-153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

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