Financial Planning
As a member of Count Financial, Burford Partners specialises in providing the professional advice necessary to help you plan and manage your wealth, through financial, superannuation, investment and retirement planning.
By undertaking a thorough analysis of your specific financial circumstances, and by understanding your financial and lifestyle goals, we will help you set up the most appropriate and effective strategy to meet your objectives.
Wealth creation
To help you to achieve your goals, we will ascertain your tolerance to risk, recommend appropriate strategies and identify suitable investment assets. We will review and re-evaluate your situation over the long term. We will help you budget and manage your cash flow and will discuss whether gearing strategies maybe appropriate for you. In short, we offer you total and enduring financial care.
Wealth protection
Burford Partners understands the importance of putting in place appropriate measures to protect your wealth. To this end we will assess your needs and discuss with you the available income protection plans, life insurance policies, total and permanent disability covers and trauma relief that most suit your needs.
We will assist you in deciding whether or not to purchase insurance products through your superannuation fund.
Superannuation and retirement solutions
Whether you have made the decision to retire, or you feel that it is the right time to begin planning for retirement, Burford Partners can set up the best strategy for you. After carefully examining your superannuation needs, Burford Partners may choose from a range of strategies including contribution planning, salary sacrifice and superannuation income streams.
If a self managed superannuation fund is right for you, Burford Partners will establish this, manage it and review its progress. As it is important to nominate beneficiaries, Burford Partners is ready to offer valuable assistance here too.
Estate planning
At Burford Partners, we understand how important the transfer of your wealth is. So that this is done in the most financially efficient and tax effective way, we may well advise such strategies as the use of trust structures and testamentary vehicles to provide the best asset protection and taxation advantages.
In this context, Burford Partners places particular emphasis on income and capital gains tax planning which we consider crucial to maximise your wealth and to properly preserve the assets of your estate.
Loans and leasing
Burford Partners is always at hand to provide valuable advice to you regarding your loan and leasing requirements. We can help you with the decision to lease as well as finding the optimum leasing package.
We also have access to competitive and flexible loans for homes and investments, and should wealth acceleration through gearing be right for you, then we can help to set you up in the right margin lending or instalment gearing product.
Centrelink and aged care
Burford Partners has a tradition of helping older clients. Part of our work involves assisting and representing clients in dealing with Centrelink. We also find that clients require guidance in navigating aged care regulations.
Often, the strategies that we recommend in the areas of wealth and income planning are designed to optimise the choices our older clients are able to make in respect of their aged care needs.
