At Berkmans we have been working with individuals and family business owners since 1995. Collaborating with our local financial planning affiliates and other professionals enables us to provide a comprehensive suite of services to help you achieve your 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
- Superannuation strategies and establishment of SMSFs.