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About Us – Newcastle

About Us

Welcome to Bottrell Wealth Newcastle, your trusted Financial Planning partner in achieving financial success. Located in the heart of Newcastle CBD, we have expert financial planners dedicated to helping individuals and businesses in Newcastle reach their financial goals through personalised and comprehensive services tailored to their needs and requirements. Whether you’re planning for retirement, managing your superannuation, creating wealth, budgeting, or looking for insurance and tax-effective strategies, we have the expertise and resources to guide you every step of the way. Let us help you take control of your financial future and achieve the life you’ve always wanted.

Bottrell Wealth engage in a proactive approach to financial and investment consulting. A key difference you will notice when dealing with Bottrell Wealth, is we genuinely care about your well-being, financially and personally. Boasting a full range of arsenal for financial services, Bottrell Wealth will positively attribute to your financial position – accommodating for the younger generation, and individuals looking to head into retirement.

Dynamically empowering individuals to propel their wealth.

Bottrell Wealth has over 20 years of experience in and dealing with businesses. Over time, we have dealt with businesses of all sizes, and from a vast array of industries. While dealing with businesses, the Bottrell team has always had a two-prong approach, with a focus on both the business goals, and the goals of the individuals within. We understand that every individual has vastly different outlooks and needs, tailoring our services and strategies to perfectly fit the goals and circumstances of each of our clients. You’re not just another number on our client list, and we strive to ensure you feel satisfied after every meeting or phone call.

Download our Financial Services Guide

Bottrell Wealth Newcastle provides expert financial planning advice to help you achieve your financial goals. We closely with our clients and facilitate effective strategies to help plan for the future and maximise return on investments. Whether you’re looking to invest, save for retirement, or manage your debt, our team of experienced financial advisors can help you take the next step. So, if you’re looking for comprehensive financial planning advice, look no further than Bottrell Wealth Newcastle Contact us today for a consultation.

Meet Our Leaders

Gavin Bottrell

Director & Financial Planner

Gavin has been involved in many facets of business for over 20 years. Gavin is a Chartered Accountant and Financial Adviser, who has worked with large international companies before forming Bottrell Group. It was at these companies where he discovered the buzz of helping clientele reach their goals. Now with a large team behind him, Gavin has groups specialising in accounting, taxation, business advisory, recruitment, marketing and financial planning.