Burvill Financial is a financial planning firm based in Bunbury and Bridgetown, Western Australia, founded and run by Brendon, Megan, and Reilly Burvill. specialising in personal insurance and retirement planning, the firm prides itself on providing tailored advice that prioritizes the individual needs of each client. Whether it’s life, trauma, or income replacement insurance, or assistance with investments, superannuation, and pensions, Burvill Financial is dedicated to safeguarding and maximizing the wealth of its clients.
At Burvill Financial, the focus is on simplifying complex financial concepts to make them easily understandable for everyone. The team believes in listening attentively to clients, confirming their needs, and then recommending the most suitable solutions. With a commitment to offering the right advice at the right time, Burvill Financial aims to empower individuals and families to secure their financial future and enjoy peace of mind. The firm takes pride in assisting clients at various stages of their lives, ensuring that their services cater to a diverse range of needs and circumstances.
As a Corporate Authorised Representative of Oakwood Lifestyle Advisers Pty Ltd, Burvill Financial operates under the highest ethical standards, adhering to the FASEA Code of Ethics. Beyond their professional commitments, the firm also engages with the local community as a sponsor of the Donnybrook Blackwood Ravens. With a strong emphasis on client-centric service and a genuine passion for helping people achieve their financial goals, Burvill Financial stands out as a trusted partner in financial planning and wealth management in the region.