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Burke Britton Financial Partners

Burke Britton Financial Partners

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We create relationships and human connection of real value both in thought; community and finance that we are all proud to be part of and contribute to.

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners & Securelife Financial Solutions is an Authorised Representative and Credit Representative of AKUMIN Financial Planning Pty Limited We are an inter-generational, boutique, one on one, fee for service practice, counselling individuals and families to achieve their financial and lifestyle objectives. We are here to provide a

09/09/2026

The resources to keep aging parents at home are already funded by government, just hidden behind a confusing system. Knowing how to access them could transform your family’s wellbeing and financial picture. Knowledge is your greatest asset. 🔑

We are hosting a FREE Aged Care information night for families navigating the space and want more clarity on costs, care quality, family home, legal documents and more. Join us and Right at Home on Wednesday 7th October.
 
Comment ‘Aged Care’ for the link to register!

08/09/2026

Spots are almost gone! 👀

Come hang out at our Open Day, meet the team, and see what financial planning is really about – good vibes and lunch included.

Last chance to secure your spot! Reach out today via the link in our stories!

07/09/2026

🎙️ New episode is live: Ben sits down with Jonathan from Invest Sense for our latest quarterly portfolio update.

This one covers where inflation and interest rates are realistically heading in Australia and the US, why we’ve made the call to trim our physical gold position after years of strong gains, and how the AI thematic has rotated from chipmakers into software.

Link in bio to listen to the full conversation.

07/09/2026

🎙️ New episode is live: Ben sits down with Jonathan from Invest Sense for our latest quarterly portfolio update.

This one covers where inflation and interest rates are realistically heading in Australia and the US, why we've made the call to trim our physical gold position after years of strong gains, and how the AI thematic has rotated from chipmakers into software.

Link in bio to listen to the full conversation.

06/09/2026

Here's the contrarian take: the "death tax" everyone's losing their minds over isn't new at all.

What's changed is awareness. If you've got meaningful super balances and adult children, this long-standing rule deserves a spot in your wealth conversation right now.

Tune into this weeks episode to learn more 🎧

05/09/2026

Is your legacy protected?

In our latest blog post, we break down what’s shifting in estate planning and what it means for you and your family. From who controls your wealth to why super nominations matter more than people think, this one covers the essentials.

Inside, we explore:

📝 Changing estate planning rules
💰 Who controls your wealth
🏡 Protecting your family’s inheritance
🔑 Why super nominations matter

Read the full blog now — link in bio.

05/09/2026

Is your legacy protected?

In our latest blog post, we break down what's shifting in estate planning and what it means for you and your family. From who controls your wealth to why super nominations matter more than people think, this one covers the essentials.

Inside, we explore:

📝 Changing estate planning rules
💰 Who controls your wealth
🏡 Protecting your family's inheritance
🔑 Why super nominations matter

Read the full blog now — link in bio.

04/09/2026

Here's the contrarian truth: playing it too safe with your money can be just as risky as being reckless.

Financial professionals are calling out the myths that keep people stuck, from dangerous borrowing habits to strategies that don't actually generate growth. Your financial plan should work for your life, not against it.

03/09/2026

If you've built wealth and structured your family finances with intention, you already know how important strategic planning is.

Upcoming changes to testamentary trust taxation are a reminder that even solid strategies need regular reviews as legislation evolves. This is exactly the kind of shift that separates those who plan proactively from those who react.

02/09/2026

Most people think managing a household is completely different from running a business. They're wrong. Both require financial awareness, strategic delegation, and knowing when to outsource before you burn out. The families doing it well aren't doing more—they're doing it smarter. 💡

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Location

Geelong West

Category

Financial planner

Telephone

+61352217700

Website

,

Address


Level 1, 240 Pakington Street
Geelong West, VIC
3218

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm