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 GWM Adviser Service, an Australian Financial Services Licence. GWM Adviser Service is owned by MLC, which is in turn owned by National Australia Bank.
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.
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
Barnes Wealth Management provides you, our client, with strategic advice in your tailored Financial Plan, designed to meet your individual goals.
Initial strategy and advice
Ongoing education and financial advice
Annual Review of Your Plan and Progress
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