Bottrell Wealth
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Bottrell Wealth
Bottrell Wealth Newcastle Financial Planning is a trusted firm specialising in personalised financial advice for individuals, families, and business owners. Located in the heart of Newcastle at 45 Hunter Street, we provide expert guidance to help you achieve financial security and long-term success. Our Services Superannuation & SMSF Setup and Management Investment Planning & Wealth Creation Retirement Planning Personal & Business Insurance Advice Budgets, Cashflow, & Debt Management. At Bottrell Wealth Newcastle, we are dedicated to helping clients navigate their financial journey with tailored strategies and professional support. Contact us today to discuss how we can help you secure your financial future.
Details
  • Licensed
  • Insured
Highlights and features
  • Investment advice for shares, property, and business growth.
  • Qualified and licensed financial advisors ready to assist.
  • Custom investment plans tailored to meet your needs.
  • Strategic retirement planning for a secure financial future.
  • Expert advice on wealth creation and personal insurance.
  • Locations in Newcastle and Maitland for easy access.
Payment methods
  • Cash
  • Debit cards
  • Credit cards
Offices
Working hours
Monday 9:00 AM ÷ 5:00 PM
Tuesday 9:00 AM ÷ 5:00 PM
Wednesday 9:00 AM ÷ 5:00 PM
Thursday 9:00 AM ÷ 5:00 PM
Friday 9:00 AM ÷ 5:00 PM
Saturday Closed
Sunday Closed
Working hours
Monday 9:00 AM ÷ 5:00 PM
Tuesday 9:00 AM ÷ 5:00 PM
Wednesday 9:00 AM ÷ 5:00 PM
Thursday 9:00 AM ÷ 5:00 PM
Friday 9:00 AM ÷ 5:00 PM
Saturday Closed
Sunday Closed
Working hours
Monday 9:00 AM ÷ 5:00 PM
Tuesday 9:00 AM ÷ 5:00 PM
Wednesday 9:00 AM ÷ 5:00 PM
Thursday 9:00 AM ÷ 5:00 PM
Friday 9:00 AM ÷ 5:00 PM
Saturday Closed
Sunday Closed
Services
Financial planning
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At Bottrell Wealth Pty Ltd in Maitland, we provide comprehensive financial planning services to help you achieve your financial goals. Our team offers customised strategies for investment, retirement, and wealth management, ensuring a secure financial future for our Maitland clients.
Investment advising
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At Bottrell Wealth Pty Ltd in Maitland, we specialise in investment advising to maximise your financial growth. Our team delivers tailored investment strategies, focusing on market analysis, risk management, and long-term wealth accumulation for clients in Maitland.
Estate planning
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At Bottrell Wealth Pty Ltd in Maitland, we offer expert estate planning services to secure your legacy. Our approach ensures your assets are managed and distributed as per your wishes, with a focus on tax efficiency and legal compliance. Trust us to provide personalised, strategic planning.
Self Managed Superannuation
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At Bottrell Wealth Pty Ltd in Maitland, we specialise in Self Managed Superannuation Funds (SMSF). Our service includes SMSF setup, strategic planning, compliance, and portfolio management, tailored to optimise your retirement savings in Maitland.
Reviews (3)
Johanna O'Brien
Johanna O'Brien
Mar 07, 2024
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Our experience has been fantastic. Great communication and advice. Would recommend to others
Renee Pountney
Renee Pountney
Dec 05, 2023
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Aalyah was a fantastic communicator and provided great service!
Synetta Manns
Synetta Manns
Nov 13, 2023
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Very helpful advice, really took the time to explain my options and helped me gain a better understanding of my situation.