Financial Planning Maitland

BOTTRELL WEALTH & FINANCIAL PLANNERS in Maitland

Bottrell Wealth provides Financial Planning, Investment Advice, Superannuation, Wealth Creation, Insurance & Risk Advice to families, individuals & business owners in the Maitland area.

Professional Financial Planning Services

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.

Customised Financial Solutions

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.

Specialists in Self-Managed Super Funds (SMSF)

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:

Superannuation
SMSF – Self Managed Superannuation Funds
Investment Planning
Wealth Creation
Personal Insurance
Business Investment (Key Person Insurance)
Estate Planning
Aged Care Advice
Budgeting—Personal & Business
Cashflow Management
Debt Management
TPD Claims Advice
Private Wealth Management

Maitland Financial Advisors | Maitland Financial Planners

Maitland Office – 93 Lawes St, East Maitland, NSW, 2323

Our Services

Financial Planning

Risk Insurance

Supperannuation

Estate Planning

Investments

Retirement

Tax Planning

Debt Management

Property

Accounting

Tax

Bookkeeping

      
   Bottrell Accountants, Financial Planners & Tax Agents
   180 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   Laurence Farrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Georgia thorton Myers was a great help with what ever I asked of her nothing was any troubled. great Personally lovely and easy to talk to
  
 
      Posted on Google  
   
   Peggy Farrell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Georgia was fantastic she did my business tax !! Amazing job fantastic customer service ❤️❤️❤️👌👌👌My tax was lodged with fast turnaround!! I highly recommend recommend Bottrell Accountants!! Very fair pricing !! I will be back again this year !! ✅✅✅✅✅ thank you Georgia.I look forward to dealing with you in the future for my business tax! ⭐️⭐️⭐️⭐️⭐️
  
 
      Posted on Google  
   
   DEB SWIFT 
 
 
 
 Trustindex verifies that the original source of the review is Google. Wouldn't use any other Amazing at what they do
  
 
      Posted on Google  
   
   Gregory Bonett 
 
 
 
 Trustindex verifies that the original source of the review is Google. Bottrell Accountants and Financial Planners, always friendly and efficient service. I have been using them for my taxation and financial needs for 9 years now.
  
 
      Posted on Google  
   
   Laurelle Conway 
 
 
 
 Trustindex verifies that the original source of the review is Google. From my first encounter to the last with Bottrell Accountants had been nothing short of excellent!
  
 
      Posted on Google  
   
   Emily Morley 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great service
  
 
      Posted on Google  
   
   Deborah White 
 
 
 
 Trustindex verifies that the original source of the review is Google. I always receive the best service from the staff and they know all the right information to get the best results for me.
  
 
      Posted on Google  
   
   Jess H 
 
 
 
 Trustindex verifies that the original source of the review is Google. Bottrell have been an asset in assisting me to manage and grow my small business. Highly recommended.
  
 
      Posted on Google  
   
   Mark Thomas 
 
 
 
 Trustindex verifies that the original source of the review is Google. Steve's a wonderful guy, always so pleasant, knows his stuff, makes you feel welcome and part of the family.

Free Initial Financial Review

Free eBook Downloads

Everything About Your Super eBook

Five Keys to Financial Independence eBook

Planning for Aged Care eBook

Over 20 Years Experience with Businesses

Extensive Experience

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.