financial planning firm

Bottrell Wealth & Financial Planners

Bottrell Wealth, across our Newcastle & Maitland offices, engages in a proactive approach to financial and investment consulting. 

Our Financial Advisory Services includes Superannuation, Investment, Retirement Planning, & Personal Insurance Advice.

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 the younger generation and individuals looking to head into retirement.

Newcastle Financial Planners (Newcastle East Office) – 45 Hunter St Newcastle, NSW, 2300

Maitland Financial Planners & Advisors (East Maitland Office) – 93 Lawes St, East Maitland, NSW, 2323

 Head Office 

Phone – 1300 788 491

Email – office@bottrellwealth.com.au

newcastle financial planning. newcastle investment advice

Wealth Creation and Investment Planning

We offer personalized wealth creation strategies designed to help you grow your assets over time, utilizing investments, savings plans, and financial tools that align with your long-term goals. Our team provides expert investment strategy advice to help you navigate financial markets, diversify your portfolio, and make informed decisions that maximize your returns while minimizing risks. By focusing on wealth building and financial security, we ensure that your financial plans not only grow your wealth but also protect it, setting you up for long-term success and peace of mind. We assist in financial freedom planning to help you achieve independence by managing your wealth, investments, and savings strategies in a way that supports your desired lifestyle for the future.

Retirement and Superannuation Planning

Our comprehensive retirement planning solutions help you prepare for your future by developing a roadmap that ensures a secure and comfortable retirement, free of financial concerns. We offer tailored superannuation planning services to maximize your retirement savings, helping you make the most of your superannuation contributions and investments. For those seeking more control over their retirement savings, we provide expert guidance on self-managed super funds (SMSFs), ensuring compliance and effective management of your fund.

Protection and Risk Management

We provide life insurance and risk management solutions to safeguard your family’s financial future, offering peace of mind that your loved ones will be taken care of in case of unforeseen events. With our income protection strategies, you can ensure your earnings are protected in the event of illness or injury, allowing you to maintain financial security even when you can’t work. We develop asset protection strategies to shield your wealth from legal claims, creditors, and other potential threats, helping to safeguard your financial future.

Debt and Tax Management

Our debt management solutions are designed to help you reduce debt, manage your financial obligations effectively, and create a path to financial freedom. With effective debt repayment strategies, we work with you to develop a plan for paying off debts quickly and efficiently, helping you regain control of your financial situation. Our team provides tax planning advice to help minimize your tax burden, ensuring you take advantage of all available deductions and strategies to improve your financial position.

Business Financial Solutions

We offer business structuring and succession planning services to help you build a strong foundation for your company’s future and ensure a smooth transition when it’s time for leadership to change. Our business health check and advisory services assess your company’s financial health and provide actionable insights to improve profitability, sustainability, and growth.

Estate Planning and Legacy Management

We specialize in estate planning and trust strategies to ensure the smooth transfer of your wealth to the next generation while minimizing taxes and legal challenges. Our team provides financial advice tailored to individual goals, offering personalized strategies that align with your specific needs, aspirations, and financial objectives, ensuring your future is secure.

NEWCASTLE & MAITLAND

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.