Services
Providing advice
Personal insurance
It's all about you and your needs - I listen, confirm and make recommendations
Life, trauma and income replacement - protecting yourself and your family
Retirement planning
Investments, super and pensions - creating and maximising your wealth
My work
I enjoy helping people at different points in their lives
 Early onStarting out - learning about finance |  RelationshipsGetting together - sharing the finances |  New additionsFamily time - looking after everyone |
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 Growing familiesConsolidating - protecting and saving |  Pre-retireesMaximising - thinking about what's next |  Changing focusEnjoying the ride - it's time to explore |
About me
"I'm Brendon Burvill. I help interesting people who are looking for financial advice."
Please contact me when you'd like to talk."
The phrase ‘financial planning’ can mean different things to different people. My mission is to make financial planning understandable. This includes everything from personal insurance, like life insurance and income protection, to retirement planning, which includes superannuation and pension advice.
For you, I can help with a 'one-off' piece of general advice in our first meeting, or embark on an ongoing financial planning relationship with you and your family.
For ongoing advice, the process involves:
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Talking about your objectives, financial goals and ambitions
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Assessing your current financial situation and immediate needs
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Recommending options to improve your current position and work towards your objectives
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Reviewing the improvements to your financial situation from my advice on a regular basis.
When you're ready to talk, I'll be available to help.
