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Burke Britton Financial Partners

Address 1/240 Pakington St, Geelong West VIC, Australia
Phone +61 3 5221 7700
Hours
Monday08:30-17:00
Tuesday08:30-17:00
Wednesday08:30-17:00
Thursday08:30-17:00
Friday08:30-17:00
Website www.bbfp.com.au
Categories Financial Consultant
Rating 5 74 reviews
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Burke Britton Financial Partners reviews

74
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Sophie
20 August 2019 9:49

Jay is great! He is genuine and really knows what he is talking about. We felt very comfortable from the moment we walked into the room.

Janine
30 December 2018 20:52

We have been seeing Jay for 18 months now. We first went to him as we had some financial chellanges. We now have a long term plan and feel extreenly confident going into our retirement years thanks to Jay’s expert advice. We are now heading in the right direction and couldn’t recommend more highly.

Rhonda
18 May 2018 18:37

From the time you make your appointment it's 5 stars the whole way. So very helpful in all aspects of what's best for you. Thank you for making life that bit easier.

Tash
10 May 2018 8:31

Jay and the team at Burke Britton Financial's have been instrumental in streamlining our finances. They reviewed our current portfolio and whilst offering expect and ongoing advise we have been able to ensure appropriate safety nets are in place both professionally and personally whilst also implementing strategies for the future.

Steve
27 March 2018 13:11

We have been with Burke and Britton for a number of years now, and I highly recommend Jay Burke and his team. Their great financial advice firstly allowed us to pay off our home loan early, and has now allowed us to move to retirement earlier than planned.
Jay's team's attention to detail is excellent. They always kept me on track with super contributions and kept me informed of new tax rule changes.
Meetings with Jay is always a pleasure, as he not only explains the technical financial details but is always up for a chat about family and what other non-financial goals we may have.

Cameron
20 February 2018 1:40

When I first met Jay years ago my financial needed a complete overhaul, Jay organised my financial plan and put the right insurance policies in place. Three years ago I needed to use my income protection insurance and through my whole recovery Jay and his team have been fantastic with their help and support. I am so lucky to have met Jay and to have him with me on my journey through life.
Thank you Jay

David
10 December 2017 1:57

Eight years ago with retirement well and truly on our planning horizon I started a review of our superannuation.
Several issues became apparent. The first issue was that like some others of our generation we needed to be more serious with our saving both inside and outside superannuation. The second issue was that our superannuation was scattered around a number of accounts. Some were large and some small, some were performing well and some not so well. But the third and key issue was a lack of control and personal input. I am a project manager and this lack of input irked me.
About this time AMP had arranged a short seminar with the company I was working for and their representative was Burke Britton. After the seminar I arranged for BB to review our circumstances and provide a recommendation on how to proceed. I was already of the view that an SMSF was a good vehicle to help resolve some of these issues. I was impressed with the BB organisation with a friendly responsive approach and they appeared to be capable of covering the compliance and administrative complexity that I did not have the time, expertise or the personal systems to handle.
The result was that we were pleased to engage BB to assist us with developing a personal plan and a strategy for our superannuation. Since then we have been very pleased with the attentiveness and personal interest of Jay Burke and the team. Our superannuation has performed to plan with sound advice and recommendations (within the constraints of our economic environment).
With BB’s capable assistance we have achieved our objectives again with the key being that we feel more engaged with the management of our superannuation and saving. And we have been fortunate enough to travel a number of times and fund an extended period of early semi-retirement or sick leave!
David and Gaye Broughton

Judy
24 November 2017 22:50

Jay Burke is more than a financial planner. He is a very caring and approachable person with only your interests at heart. He talks about your family, health, travels and a lot more but only if you want. He is always available and will always return your call. We have been with Jay since 2008 and not once has he disappointed us and goes well above the call of duty. I don't think I need to add any further comment as he in my eyes is the perfect financial planner.

Julie
24 November 2017 3:49

Since having Jay and his team taking care of our Super, our financial awareness and retirement prospects are now very real and very positive. Great bloke with a very friendly and helpful team. Thanks Jay. We would highly recommend them. Les & Julie Hughes

Ray
11 November 2017 0:42

Jay Burke has given us good advice to help us plan not just for the future but also for our current lifestyle. He is very down to earth and easy to talk to. The team at Burke Britton Financial Partners offers a very friendly and professional service. We would highly recommend them.

Jay
02 November 2017 22:02

Interesting that I am reviewing my own business, however before I was a partner and Director of Burke Britton Financial Partners, I was a know it all adolescent that thought he new everything about how to make, manage and retain money.
Lucky for me my father Peter Burke grabbed me by the scruff of the wallet when I got my first job and ensured I had the basics of cash flow management in hand and understood the power of compounding.
The principles Peter instilled in me more than 20 years ago have allowed me to forge my own financial and lifestyle path and build a family around this foundation. They also are the principles that now guide my advice to clients on the importance of getting the basics right FIRST and then building over time for the Long Game.
Thank you Dad for pointing this kid in the right direction.

Jenny
25 October 2017 5:10

We have found Jay to be a very competent financial advisor who has provided us with very sound advice. We are extremely pleased with his management of our retirement fund. Being able to contact Jay or staff members to deal with Centrelink on our behalf is an added bonus. We have found staff members to be friendly, cordial and very efficient. For us Burke Britton ticks all the boxes! (Ian & Jenny Wadelton.)

peter
24 October 2017 9:04

Thanks Jay for all your good advice over the past 10 years. We highly recommend Burke Britton financial Partners to anyone looking for advice.

Tam
09 October 2017 8:05

During a very stressful time both personally & financially, I was referred to Jay Burke to assist with restructuring my financial plan. With the utmost professionalism, empathy & confidentiality, Jay & his team exceeded my expectations & I would have no hesitation in recommending them to anyone seeking advice.

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