Services

We can’t control the ups and downs of the market, or what eventualities our life holds, but we can control the choices we make.  The fact is that many people make the wrong choices in the areas they can control like building and structuring their investment and estate appropriately and having appropriate insurance in place to protect their hard earned money.

Good financial advice is also about providing you with the information you need to move in the direction you want.  Seeing a professional financial planner at Barns Financial Services can make a huge difference to your financial future. This is where advice from an experienced financial planner really pays off.  Just as you would see a lawyer for legal advice, good financial advice is money well spent for a brighter future!

Interested in working together? Get in touch!

Our Services

Wealth Creation

Barns Financial Services can put the right foot forward when it comes to long term success with money. With constantly changing legislation, rules and regulations it can be overwhelming. Most of us do not have the time and know how to manage our finances effectively, not to mention the diverse range of financial products available and which one to choose and is the right one for you.
We aim to provide assistance with meeting your financial ambitions with the best available products in the market at the most competitive price. We can assist you with all our Wealth Creation strategies including:

• Investments
• Managed Funds
• Margin Lending
• Superannuation
• Self Managed Superannuation
• Portfolio Management and Administration
• Salary Sacrifice Solutions

Wealth Protection

A quality and healthy lifestyle for the future needs protection. When it comes to protecting your investments Barns Financial Services can help protect your assets with our insurance options. Ensuring you are adequately covered for anything that life brings with products including Life, Trauma, Critical Illness Protection Insurance and Income Protection in the event of sickness or injury.

Appropriate insurance cover is essential to protect you, your family and safeguarding your future with our Wealth Protection strategies:

• Life Insurance
• Total and Permanent Disablement Protection
• Income Protection
• Trauma / Critical Illness

Wealth Preservation

Wealth Preservation is very important but often an untouched area. Barns Financial Services can assist you with your Estate Planning requirements. Estate planning involves more than just a will. It incorporates careful planning and documentation of your wishes for the distribution of your estate in the event of death and may save you significant taxation implications and consequences if not structured correctly.

A well prepared estate plan reduces the demands on loved ones during an extremely difficult time and ensures that your wishes are fulfilled.

We can provide advice in this area directly and also through our existing relationships with our legal contacts who can provide their service at the most competitive price. Our Wealth Preservation includes:

• Wills
• Enduring Powers of Attorney
• Buy / Sell Agreements
• Partnership / Share Agreements