Bottrell Wealth provides Financial Planning, Investment Advice, Superannuation, Wealth Creation, Insurance & Risk Advice to families, individuals & business owners in the Maitland area.
Bottrell Wealth Pty Ltd is a professional financial planning firm that provides a variety of services, including financial advisory services, investment advice, superannuation, wealth creation & insurance (Life, TPD, trauma & income protection) to businesses, families, and individuals in the Maitland areas.
With a focus on understanding our clients’ unique needs and aspirations, our team of experienced advisors works tirelessly to provide customised financial solutions that align with their long-term objectives. Whether you’re looking to plan for retirement, protect your assets, or grow your wealth, Bottrell Wealth is committed to delivering exceptional service and helping you build a secure financial future.
Personalised Wealth Management Strategies
At Bottrell Wealth, we believe in providing personalised financial advice for long-term wealth management tailored to your unique goals and circumstances. Our dedicated team takes the time to understand your financial aspirations, risk tolerance, and current situation, allowing us to create a customized strategy that addresses your specific needs. By combining investment management, tax optimization, and retirement planning, we ensure that your financial plan is comprehensive and adaptable to changing market conditions. With our ongoing support and expert guidance, you can confidently work towards achieving your long-term wealth management objectives.
Experienced Financial Experts
Our Maitland advisors are qualified financial planners, advisors, accountants, tax agents, & chartered accountants with extensive experience advising individuals, families, to business owners.
We are also SMSF experts (Self Managed Super Funds).
Financial Planning Services
Explore our comprehensive range of professional services tailored to meet your specific needs:
Maitland Financial Advisors | Maitland Financial Planners
Maitland Office – 93 Lawes St, East Maitland, NSW, 2323
Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.
Schedule Your Free Initial Consultation with Our Expert Financial Planners Today!
Maitland – 93 Lawes St, East Maitland, NSW, 2323
Articles, Blogs & Handy Information
Rebecca Bottrell
Bottrell Wealth Pty Ltd based in Newcastle & Maitland. Our Team of advisors are Qualified & Licenced Financial Advisors.
Financial Planning Offices in: Newcastle – Maitland – Gosford
Our Financial Planning Services – Wealth Advice – Superannuation Advice – SMSF Advice – Investment Planning – Wealth Creation – Retirement Planning – Personal Insurance – Estate Planning – Budgets – Cashflow Management – Debt Management – SMSF Accountants – SMSF Setup
ABN: 66 612 565 429
Newcastle Financial Planners & Advisors – Newcastle CBD
Maitland Financial Planners – East Maitland CBD
Newcastle Financial Advisors
45 Hunter Street Newcastle
Newcastle Phone 02 4044 5076
Maitland Financial Advisors
93 Lawes Street East Maitland
Maitland Phone 02 4018 7514
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, InterPrac Financial Planning Pty Ltd (‘InterPrac’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
Monday 7:30am – 7:30pm
Tuesday 7:30am – 7:30pm
Wednesday 7:30am – 7:30pm
Thursday 7:30am – 7:30pm
Friday 7:30am – 5:30pm
Saturday 9am – 1pm
Sunday By Appointment
Bottrell Wealth & Financial Advisory – Financial Planners – Investment Advice – Life & TPD Insurance – Estatement Planning – Investment Proprerty Advice – Financial Advisers
Personal Financial Advice – Financial Advice for Individuals & Families – Financial Advice for Business Owners – SMSF Advice
