Our Advice Process

Barnes Wealth Management provides you, our client, with strategic advice in your tailored Financial Plan, designed to meet your individual goals.

We are strongly committed to reviewing this plan together every year, so that we can guide you through any changes that may be required to keep you 'on track' to achieve these goals.

As a client of Barnes Wealth Management, you will be educated about investments, strategies and changes in financial markets, so that you have a thorough understanding of where your money is invested and how it is working for you.

Strategic Advice is about much more than just investing, so we engage professional speakers to deliver educational and topical seminars, while regular market and strategic updates are posted or emailed to you at home.

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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