Investment Advice

Financial Planning, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

Invest into your Future with Confidence

Investment Advice

It’s a no-brainer in understanding that the prospects of Investing your hard-earned cash will see your Wealth grow, though getting started and understanding where to begin can be quite daunting and confusing. Bottrell Wealth easily turn confusion into knowledge, offering the right advice to help you make the most proactive choices when Investing, whether it be in Shares, Property or Business.

Under our licensee InterPrac, Bottrell Wealth are accredited Investment Advisers, willing to pass on their understanding and knowledge of just how far you can push your future endeavours when it comes to investing. The timing of such actions is a big influence on how and when you should invest your money, we help choose the most suitable investment structure and plan to fit you.

Take your wealth to the next level!

Tax and legal considerations must be taken into account when deciding where the best place is to settle your investment, and Bottrell Business Consultants can easier take the strain off all Accounting and Taxation enquires and concerns you may have within your planning and adjustment periods.

Bottrell Wealth take pride in knowing the best way possible to reach your accumulation goals, the principles of investing being second nature to our practices. Structuring a plan can see you gain momentum within your personal and financial goals, why not set up a meeting to see us today and we can configure a custom plan for your needs.


Why Retire with Bottrell Wealth?

We take the time to discuss all influences and elements that will see your future stages in life benefit from today’s planning and expansion of your current income. Not only do we touch on just how you can successfully and strategically organise your income, Bottrell Wealth will also give sound advice on investment arrangements and your overall transition from employment into retirement.