Who are we?
Barnes Wealth Management is a boutique financial planning practice, working with people who value their time and lifestyle and want to be treated as private clients.
We are a privately owned business operating since 2001, backed by Consultum, an Australian Financial Services Licensee. Consultum is a subsidiary of the IOOF group.
What do we do?
Our company believes in taking a personal and tailored approach to financial services, with the aim of adding more value, better protection and superior lifestyle for every client we service.
By outsourcing your wealth creation and protection strategies to us, we can guide you through some of the most important financial decisions that you may ever make, to achieve the lifestyle that you want.
By ensuring that all our clients receive annual financial reviews, we can increase the likelihood that they reach the outcomes they desire. We also ask our clients to call us anytime and engage with us, as this will help us to give the most suitable, personal and relevant advice possible.
Initial strategy and advice
Ongoing education and financial advice
Annual Review of Your Plan and Progress
Barnes Wealth Management provides you, our client, with strategic advice in your tailored Financial Plan, designed to meet your individual goals.
OUR "BECOMING A CLIENT" PROCESS
We have discovered that by working through the steps below, we are able to design the strategies which are aimed to deliver a high probability of success for our clients.
The 5 Step Process is as follows:
1 Meet & Greet
3 Strategy Options
4 Your Designed Plan
5 Implementation Meeting
OUR ADVICE PROCESS
MEET THE TEAM
Managing Director/Principle Adviser Consulting Adviser and owner, Brendon established Barnes Wealth Management in 2001.
He holds a Bachelor of Business (Finance) as well as an Advanced Diploma in Financial Services (FP).
Admin & Customer Management
An extensive career working in technical and customer performance roles for Telstra and NEC Business Solutions has found Paul joining the team in a customer support & sales role. He loves a round of golf on weekends and is a passionate gardener.
Senior Consulting Adviser
B Comm, Adv Dip FP, Cert FP
Matt has been advising clients for over 15 years and before joining Barnes Wealth Management established his own financial planning business. He was also an Adviser with NAB Private Wealth for 8 years. Whilst enjoying both roles Matt decided it was time to join Barnes Wealth Management, a firm that that offers a personalised service that only a boutique practise can offer.
DFS (FP) ADFS (FP)
Recently joined us from Geraldton with over 11 years experience in the industry working in a family business as a financial adviser, with a strong background in Insurance.