Financial Advice

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.

Contact our team today

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