Nurturing Your Wealth, Growing your Dreams

We have been working with Jay at Burke Britton for several years. From our very first meeting, Jay made us feel welcome and comfortable and took the time to understand our situation and needs. His advice has guided us through many financial decisions and helped us prepare for the future. We would absolutely recommend Jay and the Burke Britton team.

Super happy and confident with being looked after by bbfp. Jay and the team have our finances looked after. We are not interested in managing this ourselves. We have left it to these experts when we owned a business and now in semi retirement. We just enjoy life and they manage the rest. Even with health issues we still have trust in bbfp beside us. Peace of mind is a comfortable feeling in this stage of our lives. 63 and 73 yrs young.

We always have a wonderful experience with our financial planner Delta. She explains everything well and is always friendly and approachable – highly recommend.

Great to deal with, very personable and responsive to individual needs.

Working with Ben from Burke Britton Financial Partners to build a strong financial plan has been life changing. Ben makes it easy to plan for success in an realistic way. Highly recommend

As a long term client of Burke Britton I would not hesitate to reccommend their services. Peter professionally and efficiently guided me through pre retirement planning and this has enabled me to enjoy a comfortable and stress free retirement. Nothing is too much trouble, questions are answered quickly and clearly. The continued financial guidance and personal support from Peter and Delta is invaluable. A big thankyou to Teresa who at front office continues to assist me. Thank you Burke Britton Penny Forbes

I have recently retired, which is pretty daunting after working full time for a number of years. However it is so satisfying to have my retirement funds managed by Burke Britton, knowing they have my interest at heart when making suggestions with what’s best for my financial situation. The team of Delta, Amy and Tom are exceptional financial planners. I have every confidence, in highly recommending their expertise and knowledge to anyone who needs assistance and guidance with their financial future. Exceptional 🙌

Delta and Thomas deserve gold stars for putting up with me during a very stressful time

As long term clients of Burke Britten through our working lives and now in retirement we greatly appreciate the expert knowledge and care of Peter, Ben and staff we have always received. Financially secure and enjoying retirement, thank you Burke Britten Helen anf Nicholas Steogen

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.We appreciate your patience and dedication.

I’ve known Jay Burke for over 20 years through my parents and now over the last 10 years he and the staff at BBFP has guided me to financial success. I’m always confident in Jays recommendations and know he is honest and transparent. Can easily refer any of my friends or family to BBFP.

Warren and I met with Peter over 28 years ago and became our financial advisor. We have experienced ups and downs during this time but have been happy with our investments with Peters advice. It has also been a pleasure over past meetings to meet with Ben as well

My wife Anne and I have had a business relationship with Peter Burke, and Burke Britton, for around 20 years. During that time we moved from some initial investment guidance into the establishment of a Self Managed Superannuation Fund (SMSF) some 13 years ago. We have enjoyed a fruitful relationship that has been enhanced by the professionalism, and personable nature, of Peter and his entire team. We have no hesitation in recommending them.

When we retired more than 15 years ago we were most fortunate to be recommended, by a friend, to meet with Peter Burke for advice on financial planning for our future. From that moment we have never looked back. Peter and his team at BBFP have enabled us to enjoy an active and fulfilling retirement, without financial worry, despite the many financial challenges of recent years. Peter has a wonderful personal touch which makes us feel truly valued and BBFP feels as much a family as a business. Peter and his team actively seek the most suitable investments and the best management platforms for our Super Fund and are always ready to recommend and discuss opportunities. If you are looking for sound financial advice, provided by a thoroughly professional team in a truly caring environment, we do not hesitate in recommending Burke Brittan Financial Partners.

Had a great meeting with the team at BBFP, made it easier for my wife to understand our finances and help plan our future.

I recently attended BBFP for a routine review of my Self Managed Superannuation Fund, and realised again why I have complete confidence in their management of my financial affairs. My fund is increasing in value, while paying my pension allocation, and also, the staff gives clear explanations of actions taken related to our previous discussions and agreed plans, of suggestions for future actions, and of relevant compliance issues. Furthermore, all staff members are unfailingly courteous and friendly, and always allocate a generous amount of time for my appointments, so that I never feel rushed. I have no hesitation in recommending this business.

Couldn’t recommend highly enough. Jay and Sam at Burke Britton Financial were very easy to talk to and spoke in terms I could understand and I left feeling extremely confident I was on the right path to financial freedom. Cheers guys

Planning our financial future requires empathy, skill and connection and following a recommendation from a trusted friend that’s exactly what I found when I changed to Burke Britton Financial Partners. The complexities of financial planning are managed efficiently by a friendly, positive team who go out of their way to ensure the best personal and financial outcomes for their clients.

We moved the family to Geelong 5yrs ago and decided to shake up our finances and began looking for the support of a local person/business in financial planning that had a local established network of connections. Being new to the area we knew few people and wanted to make our selection with someone we could trust and feel comfortable sharing sensitive information with. Oddly, we short listed Jay based on his head-shot initially, we decided he looked like a good bloke that we thought we’d be comfortable talking with. Upon following up with an initial call our instincts were confirmed and we knew straight away we would be comfortable working with Jay. Jay is authentic, personable, knowledgeable, professional, patient, practical and caring. Jay (and recently Che) and the BB team have been our financial advisors for 4yrs. I would recommend Jay and Burke Britton to anyone needing assistance with financial advice. Jesse Cummins – Director at FOUND Kitchens + Joinery

Jay and his team are professional, approachable, empathic and knowledgeable. When we catch up with Jay for advice, we walk away feeling excited for the future and like we’ve just caught up with a friend who has our back. Highly recommend contacting the team to see how they can help.

Excellent professional financial services with Peter being very ably supported by Delta. Has resulted in very significant savings even in retirement.

I have received excellent friendly and professional financial advice now, for many years from BBFP and all the team there with whom I have interacted. Delta, Peter, Teresa, Tom. Thank you.

I’ve been dealing with Jay at BBFP for over 10 years and cannot recommend his and the whole teams services highly enough. The support and advice provided over these years has been incredibly valuable and I look forward to many more years working with them to reach some financial goals. Thank you, Jay and BBFP.

Highly recommend Burke Britton as trusted financial advisors. In our consultation with Delta and Che we felt super comfortable and stress free. Burke Britton are professional, friendly, knowledgeable and client focused.

Jay & his incredible team at Burke Britton have given both extraordinary advice and service for the almost 8 years I have been their client. As a single parent, the financial protection and security for my family was crucial, and putting a plan in place to safeguard our future was paramount. I cannot highly recommend Burke Britton enough. Lifesavers.

Ben was amazing, he knew his stuff and was engaging to listen to. Aimee was also incredibly helpful doing the admin for Ben

We have been with Burke Britton Financial Planners for a number of years now and Jay has always exceeded our expectations. The team are always available to answer even the simplest enquires and are quick to respond to any request. We are confident with our financial future thanks to a Jay and his team. We couldn’t be happier.

Wonderful team. Ben Kemp is amazing, so understanding and very personable. Highly recommend the team a Bourke Britton Financial. Thank you for your support over the years.

Ben Kemp has been a wonderful support during our meetings, putting things in a way I can understand, he’s a very good communicator and has an abundance of knowledge and professionalism that is rarely seen. He has given me security going ahead on behalf of my father.

My husband and I have been clients of Burke Britton for many years. Since my husband’s passing, I have received great support and guidance from Peter and Ben. I would highly recommend BBFS.

Jay has been my financial adviser for over 15 years. His financial knowledge is 2nd to none.

Jay and the team have managed our finances for over 10 years It is not just about financial services but he has a genuine interest in helping us as a family and takes it personally Supported by Aimee and Theresa on our matters, we are lucky to have found them to support us Thanks Paul and Emma

I’ve been very happy with my dealings with Jay, Sam and the rest of the team at BB. Jay is very personable and is excellent at explaining and simplifying concepts in a more digestible way. No question is too much and you can always rely on Jay making sure you’re comfortable in your own understanding. After each meeting I’ve left feeling comfortable and confident that my needs have been understood and we have a shared idea of the path forward. Thanks for your great work, Jay and team!

I have an ongoing association with Peter Burke for over 35 years in financial planning and retirement matters. At all times sound financial information has been shared in full by Peter and BBF staff with us. Our children and grandchildren are benefiting from their services and we highly recommend BBF

Thank you Ben for your ongoing professional support, commitment and advice. We appreciate your prompt availability when we request your help. Your friendly, open and warm nature is to be admired and greatly valued. You are a wonderful asset to Burke Britton. Kind regards Louise and Dom

Jay has given us the confidence to plan for our financial future and he is someone we know we can trust. He and the team have the knowledge to guide us in the right direction and to keep us on track to reach our financial goals.

From my first meeting with Ben Kemp at BBFP, he inspired confidence in me: I was in safe hands. Some time later when I was introduced to Che Durran, I knew that he too would take care of my business matters. Going on pension often leaves you feeling vulnerable – you worry whether you have enough Super; whether you’d run out of a regular income; or whether my Super was working hard enough. Building a good relationship with your Financial Adviser/s is crucial and being open and honest goes a long way towards that. Thank you, Ben, Che, for instilling me with the confidence needed to create our firm business relationship!!

Great service with a friendly smile

The support and guidance I receive from Peter and Delta has been and continues to be, invaluable regarding my financial future. I could not recommend them more highly and am so grateful to have them in my corner

Exceptional professional service from Delta and Peter. They are very switched on with their knowledge and application to our own personal needs. Most highly recommended as trusted and thorough financial advisors.

Thank-you to Jay and the team at Burke Britton Financial Partners for all your financial advice! The empathy and support shown for our goals and financial aspirations was second to none… we couldn’t be more grateful for all your hard work in helping us get on track with our finances!

Burke Britton Financial Partners are fantastic people to deal with. Jay is a very down to earth person and a very competent adviser . Leonie and I recommend anyone seeking good advice to give Jay a call.

Pat and I are extremely happy with the service and financial advice over many years dealing with Jay and now also Che and would not hesitate to recommend them.

All the staff Burke Britton have been extremely pleasant and helpful at all times. Highly recommend their services as they are equipped to handle anything to do with your superannuation needs.

We recently had our review with Delta and Peter. It was great to catch up again. We were very pleased to see that even after all the turmoil of covid and things going on around the world our nest egg has still grown nicely. The team do a fantastic job of looking after our interests and keeping us up with what is going on. Thanks very much guys. Daryl & Sandra

I find Ben and the team at Burke Britton Financial Partners extremely knowledgeable, friendly and helpful with everything they do for me. I would and will recommend anybody needing financial planning assistance to use their services.

An absolutely great team! They are so accomodating and there to help with anything you need!

We would like to thank Jay and his team for the financial help during my illness and for the years to come.

Exceptional service. We’ve been with BBFP for years now and they provided timely advice and set us up for the future. Thanks team!

Been using Burke Britton for last 10 years very happy with the service.

Peter, Delta and the team have been so incredibly helpful to us. Their strategic advice has been invaluable and timely, as we navigated decisions around work and supporting our children. It’s given us wonderful peace of mind having the team behind us, knowing that the long term plan is there but we can also pick up the phone whenever we need to. So grateful for this friendly and highly competent team.

We joined Burke Britton in 2010. At our first meeting with Jay Burke we agreed a brief to maintain our capital whilst giving us a financially stress free retirement. He and the team have managed this admirably, especially over the last few difficult years. Jay is also looking after the interests of our adult children. Burke Britton are a very professional team, yet friendly and welcoming. You feel more like part of a family in your dealings with them. We have no hesitation in highly recommending their services. Phil and Linda Knowles

Great advice and support for my retirement and investments. Very understanding and accomodating. Back up service is extremely reliable with market trends.

Our dealings with Jay over the years & recently including Che, have been very helpful & professional. Jay has a knack of making us both feel very comfortable & at ease when discussing our finances. With our retirement approaching not far away, Jay’s advice & support has given us both confidence & reassurance that we can both retire as initially planned. We highly recommend Burke Britton Financial Partners & their team to anyone seeking professional financial assistance.

Jay & Sam have provided amazing service to support our family financial needs. The team continually go over and above and we could not be happier with the suport Thanks Jay & Sam

Quick and correct service always. Everyone is available for help and have been particularly helpful at the retirement stage of our lives.

Highly recommend Burke Britton Financial Partners. Very supportive professional team.

We have been dealing with Jay & Sam for few years now & have found them to be very helpful with our finance & Retirement plans. They are always available for any questions we may have. I highly recommend using them for your financial needs.

Cheryl and I have been clients of Burke Britton for almost 15 years. Primarily Peter and Delta, but also Teresa, Sam and Aimee. And others over that period. Peter and I go back many years so it is a relationship built on friendship, trust and respect. We can sleep well at night knowing the service we receive is of a high quality and professional, delivered with objectivity and caring. We feel fortunate to have had their support, empathy and encouragement to allow us to manage our financial affairs so that we have the confidence to live and enjoy our lives.

I have been with Burke Britton for approximately three years now and had such tremendous confidence in them that I transferred all of my ESSS Super over to them. Ben Kemp was able to explain things simply and professionally allowing me peace of mind in my retirement.

I was referred to Jay Burke at Burke Britton for support with my financial affairs post divorce. Jay and his team have guided me through all the important decisions (and ones I hadn’t even thought of). From estate planning, life insurance, budgeting to investment, I feel confident my financial affairs are in order and I have exactly the right support I need now and into the future. But what comes to mind when I think of my experience is the care, empathy and kindness Jay has given me. It can be an emotional time with feelings of uncertainty and stress. Jay provides a considered perspective with kindness through his financial counsel which gives me the assurance and support I need. I would highly recommend Jay and his team at Burke Britton.

I can only write positives with my review for BBFP. Having been with the company for quite a number of years they have always been extremely helpful and always ready to give advice or answer my(sometimes) dubious questions. Particularly as my husband John passed away and I needed financial guidance. All staff have always been approachable, professional and knowledgeable. Particularly Peter, Delta and Teresa, as I am sure other members I will come into contact with will also be the same. A team to rely on.

Approaching retirement can be daunting. After booking a consultation with Ben to discuss my retirement fears, all my questions about retirement were answered. I feel much more confident about when and how I can retire after discussing my needs and wants for my retirement with Ben. I feel relieved after discussions with Ben that retirement is not something to fear but to look forward to. Excellent service thank you .

Jay and his staff have been overseeing our financial planning for many years. I have always felt that the advice given was suited to our individual needs rather than a one size fits all approach. They have a personable manner and respond to questions or concerns promptly. I would recommend them to anyone. No matter what stage they are at on their financial journey.

Great strategies and a wonderful team of caring professionals!!

We have developed great respect and friendship with Peter, Delta & Staff at Burke Britton over the past 14 years and would recommend them to anyone needing advice re financial planning.

I fully recommend this service for their honest, caring, professional service. Fantastic people work here to support you no matter what your finances look like.

Amazing service and advice. Peter has provided us with life changing and consistent financial advice over the last 10 years. I couldn’t recommend team Burke Britton more!

We have been working with Jay and the team for several years now and we wouldn’t trust anyone else with our finances. Not only does he make talking about such a personal subject so easy and relaxing, he also is happy to think outside of the box, be creative and support different lifestyles, goals and choices rather than choose a one size fits all approach. We would have absolutely no hesitation recommending BBFP and their services.

Hello, we have been clients of Bourke Britten Financial Services for a number of years now. We both find the service and advice offered by both Peter and Delta exceptional, they fully understand our short and long term goals and implement plans to achieve these. The whole team at BBFS are very much customer focused. We have know hesitation in recommending this company.

Thanks to Burke Britton me and my partner have been really able to sure up our super and really think about the future. Ben really has a way of explaining everything so we have a clear goal.

What a team – always have time to help and listen to any concerns and find a great outcome. Make having a self managed super fund easy and always looking to find the best outcome for you. Look forward to working with them for many years to come.

When I first met the team I was uncertain, given I was self-employed and regularly took career breaks to travel and write. I was skeptical that I fit the mould (income, consistency, assets). Meeting with Jay was refreshing, and I quickly saw the potential in working with BBFP. Jay is proactive and enthusiastic in making my financial plans and arrangements fit me, my charity work, my travel and my writing. In a few short years I’ve seen financial results that have far exceeded my initial expectations, and any occasional concern or question is caught quickly by the team. I feel looked after and supported by Jay and the team, and can honestly say I have a financial peace of mind, and know I can adjust if a writing, charity or travel adventure calls. If in doubt, have a cuppa with Jay.

We have happily used the service for many years. Both myself and Marg go through both Jay and Peter for all our financial needs

Covid hit at the very worst time in the midst of my retirement planning. The team at Burke Britton have been the calming, reassuring voice when I most needed one, always available for a chat either in the office or by phone. My retirement plan is still on track and I’m confident that when I choose the right time to stop work I’ll be ready and able to ‘live the dream’ thanks to great support and advice!

My husband and I were very happy with the wise and personal approach of Burke Britton as they helped us in the setting up and managing of our SMSF. In my husband’s last months it was reassuring to be able to discuss all aspects of our financial future with Jay. I feel that I can trust Burke Britton with my affairs now that I am on my own and I’m grateful to have Jay’s and Delta’s guidance into the future.

Gayle and I have been guided by the team at Burke Britten for almost a decade. At this stage of our lives we needed a trusted team to look after our finances and take the stress out of financial advice. We have been totally supported throughout this period by Jay, Amy and the rest of the team at BBFP. We are extremely happy with how our relationship has grown over the years.

The Burke Britton team helped my family and I through a very difficult time. They took away the stress so we could focus on our loved one in their final months. I wish that everyone could have a Jay and Aimee in their corner. Their ongoing support is priceless and we consider them part of our family. Thank you, thank you, thank you! ✌🏼☮️💜

Amazing, clear and super helpful advice for young individuals such as myself! 100% would recommend

We have been with The Burke Britton team for over 15 years, with Jay as our Personnal Planner. Over the years he has become more of a friend than a Finacial Planner. He gets to know you and your family well and listens to what your hopes for the future are, the advise follows from there, so its tailored to your needs and not an off-the- shelf package. Keep up the Good work Team. Bharat and Jity.

Have been dealing with Peter, Ben, Aimee and Theresa at Burke Britton for several years now and have found them to be knowledgeable and very helpful with all their financial advice as well as being quick to reply to any queries. Their management of our super has enabled us to move to Queensland for a nicer retirement. Helen Richardson/John Cahir

Ben at Burke Britton Finance is fantastic and provides an outstanding service. Ben is always prompt with his replies and never fails to explain matters in extensive detail. Ben has provided excellent financial advise over the years. I would highly recommend Ben to my friends and colleagues.

Our numerous meetings with Jay over the past 7 years have been extremely beneficial. His balanced yet honest feedback and advise is extremely helpful and has given us the confidence to make important financial decisions going forward. Highly recommend BBFP!

Ben at Burke Britton has been supporting us with financial advice for several years now. We have never felt so secure and confident in the management of our Superannuation, Insurances and future planning thanks to Ben and the BBFP team. We saw immediate gains to our portfolios thanks to advice provided. Ben is attentive and responsive and is able to clearly explain our pathway to financial success for future years!!!

We have had many business dealings with Jay for over ten years or more now. In that time Jay has shown great acumen as a knowledgeable, astute and professional financial advisor and businessman. Moreover Jay combines his business prowess on a personal level demonstrating great rapport, empathy and resilience. We could not recommend him highly enough as a “great bloke” and a pleasure to deal with”

Ben, from BBFP took the time to understand my circumstances and goals. He was able to provide advice on practical options that suited me. Ben was patient and explained all plan options and their trajectories clearly. I left feeling knowledgeable and confident. Thanks, Ben!

BBFP have done a tremendous job for us over the last 5 years. Both Jay and Ben have offered excellent financial advice and put some great investment strateges in place for us. We look forward to many more years of working with these two and all of the lovely office staff. I’d highly recommend!

Excellent service. Easy to access great advice . Swift answers to emails and questions. A friendly team

BBFP are genuinely interested in our goals. They take the time to ensure we understand all of our investment options. They do all the legwork and keep us informed of new investment guidelines. A great team to have looking after your financial endeavors.

Jay and his team are always professional in a very personable way. If we have any questions they are always answered in a way that is clear and understandable. Their financial advice has been first class and have given us a secure retirement.

We are very grateful for Ben’s support and guidance over the past four years, he’s always available to answer our questions no matter how small. We now have confidence in our plans for the future thanks to Ben.

I have been a client of BBFP for 20+ years. Jay and his team have always been very friendly, polite and competent expressing interest in your personal situation as well as the professional side. I would not hesitate in recommending BBFP for financial services.

Is professional and provides financial advice based on my current circumstances and future growth

Jay takes the time to understand what is going on in your life to ensure the financial advice is tailored to my family needs. That financial advice is always presented in a way that is easily understood by those that are not financially astute. Would recommend BBFP to assist in targeting your long term financial goals

Jay and the team are amazing, always available to chat when queries arise, their advice has always been spot on. I couldn’t recommend a better team.

During my experience with Peter over more Than twenty years he has always provided Invaluable advice and service During this period both my husband David and I developed a friendship with Peter which we Both valued highly. I feel my financial affairs are in good hands With Peter and Delta and their Team Regards Margaret

Highly recommend BBFS, been with Peter for over 20 years now, we’ve been through some highs and lows, ppl like Ben, Teresa and may more are helpful, Mauro & Margaret

Great advice and Jay has a great way of explaining the complexities of the financial world (great for a financial illiterate like me). He’s made some very sound recommendations that have set me up very well.

Jay is always working for you. He brings ideas to the table for you to consider. He is exceptionally thoughtful of your circumstances and is able to explain his thoughts in a way that is easy to understand.

A most reliable organisation, with keen and trustworthy people who have been looking after my financial requirements very effectively for more than 20 years.

10/10 would recommend BBFP to everyone! Jay has been extremely helpful for my partner and I to set ourselves up for financial success. He takes into account our short term & long term goals and ensures that we leave each meeting feeling happy and empowered. I feel so excited to start our financial journey (buying a house and our long term goals) because of Jay and his team. So grateful to have his expertise at our fingertips.

We have been with Burke Britton Financial Planners for 6 years now. The entire staff are so helpful, friendly, very responsive and quick to reply to emails. We came to Jay with not a lot of knowledge financially and being in a tough spot and he has helped us get all our finances under control and be in a better place than we have ever been. We have always recommended them to others as we have found the experience working with Jay and his team one we will never regret doing. Thank you for all that you do for us, we truly appreciate it.

Over the journey of Covid in the past 18 months these guys have helped me immensely getting financial advice during these hard times, phone call and zooms work well in theses times. thanks for everything

Would highly recommend Burke Britton Financial Partners. Jay is so easy to talk to and took us through our Financial Planning for Retirement and left us feeling much more confident and relaxed about the future. Everyone we have dealt with at Burke Britton have been lovely and extremely efficient and helpful.

Fantastic experience at Burke Britton. Jay and staff are amazing at talking us through our finances and we feel confident that our needs are being met every step of the way. We approached them with little to no real financial knowledge and these guys have been able to both educate us and provide a detailed road map which will enable us to save/invest going forward. Most importantly though i trust these guys with my money. Amazing team

As an acquaintance of Jay’s, I thought it would be an awkward experience talking about our personal finances, but this was not the case at all. Jay made us feel as comfortable and very safe to talk about those subjects we deem awkward. Jay explained everything step by step gave us such piece of mind. Jay helped us navigate though so much and gave us so much information about how we can save money and understand more about the financial products we currently use. Thank you so much Jay for all of your hard work and for helping Shane and I get on track to a brighter and more comfortable financial future. Tania & Shane ♥️

We first sought financial advice from Peter Burke nearly twenty years ago in our early sixties. He advised us through our retirement years, sorted our superannuation and planned our secure financial future. The company evolved to BBFP and we have become as friends to the BBFP team. In confidence, we recommended BBFP to other members of our family, now also with financial peace of mind.

We’re so grateful to have Burke Britton to assist us with our financial decisions, we’d be lost without their advice.

Jay, Aimee, Teresa, Teagan and the whole team are absolutely amazing. They have my best interests at heart and I couldn’t ask for more. Nothing is too much trouble for them and they are extremely knowledgeable in a variety of fields. I would highly recommend the whole team.

My wife, Robyn and I couldn’t be happier with the service provided by Burke Britton. Peter, Aimee, Teresa and Tegan have made our transition into retirement easy and uncomplicated. Jeff Jarvis

We have been with Burke Britton now for 18 months and can’t believe how our nest egg is growing. Fantastic advice and highly recommended.

I see Jay at BBFP I’m very pleased with what he has to say. He always enquires about my well-being. He’s very easy to talk to, & listens to what I say…. so thank you Jay. Teresa a front of office is fantastic, Always so friendly & happy… thank you all. Anne

I have been working with Jay for 8 or so years now. I have had nothing but excellent advice and service and Jay and I have now become friends. A great experience.

Ben is fantastic to work with, everything start to finish was simple and easy and the ongoing support of my financial priorities has been excellent.

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 .

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.

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

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.

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

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.

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.

Thanks to all for your efforts in upgrading our financials. Fast efficient service.

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.

Approximately 20 years ago,( a business that has been around for a long time) my father in-law, meet with Peter, in need of help, after another financial planner had failed to roll over his superannuation, in the required 90 days, or have it taxed at the full rate. Through Burke Brittons efforts, and they were considerable, bearing in mind my Father in-laws amount of superannuation was not a massive figure, he was truly well looked after, with all his lump sum intact. Naturally when my wife and I retired, or rather leading up to that date, we were always going to talk to Peter about our retirement. We decided on a self managed fund, operating with the advice and support of Burke Britton, nearly 5 years ago now, and have not regretted that decision. The service has always had that personal touch, by being able to phone, and not be talking to a call centre, or by email, and receiving prompt responses. Both of us, have been amazed at the really good advice, from Peters team, both in his office and the professionals he calls on, and has used also for a long period of time, for both Governmental, and financial. We without hesitation, recommend talking to Peter and his staff, as part of your preparations leading up to retirement, and how best to invest that superannuation, we have been well satisfied with were we are now at.

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.

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.

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

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.)

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