Barnes Wealth Management is a boutique financial planning practice that caters to individuals who prioritize their time and lifestyle, seeking personalized service akin to private clients. Established in 2001, the company is privately owned and operates under the umbrella of Consultum, an Australian Financial Services Licensee and a subsidiary of the IOOF group. Emphasizing a tailored approach to financial services, Barnes Wealth Management aims to enhance value, protection, and overall lifestyle for each client by guiding them through crucial financial decisions.
At Barnes Wealth Management, clients benefit from strategic advice within a customized Financial Plan designed to align with their unique goals. The company follows a meticulous 5-step process, including initial meetings, discovery sessions, strategy development, plan design, and implementation meetings. By ensuring regular annual financial reviews and encouraging open communication with clients, Barnes Wealth Management strives to increase the likelihood of clients achieving their desired outcomes.
Founded by Managing Director and Principal Adviser Brendon, Barnes Wealth Management prides itself on a client-centric philosophy that prioritizes individualized attention and relevant advice. With Brendon’s qualifications in finance and financial services, the company is dedicated to delivering high-quality services aimed at securing a prosperous financial future for each client. Through a commitment to excellence and a focus on building lasting client relationships, Barnes Wealth Management stands out as a trusted partner in wealth creation and protection strategies.