Phone: 02 4351 2622 | E-mail: biz@berkmans.com.au

At Berkmans we have been working with individuals and small to medium size business owners since 1995. Collaborating with our local financial planning affiliates and other professionals who contribute to your financial life enables us to provide a comprehensive suite of services to help you achieve your personal and professional lifestyle choices and goals.

Our financial advisory services include:

  • Personal and business risk strategies and insurance;
  • Wealth creation and wealth management plans;
  • Protecting your income and assets through appropriate trusts and structures;
  • Estate planning and asset transfer to beneficiaries in tax effective ways; and
  • Superannuation strategies and establishment of SMSFs.
Contact our team today for free advice about your financial advice needs.

"Liability limited by a scheme approved under Professional Standards Legislation"