At Barsden Private Wealth, we deliver dynamic advice with integrity.
For business owners and individuals alike, we provide holistic strategies and solutions to ensure peace of mind when it comes to your financial affairs.
No matter where you are at in your financial planning journey, Barsden Private Wealth can help.
Located in Dunsborough, servicing clients locally and in Perth
THE BPW VISION
Paul’s vision for Barsden Private Wealth (BPW) is to provide professional, transparent advice tailored to his clients personal needs and objectives.
To enable his vision, Paul started his own Australian Financial Services License (AFSL) in 2016. In doing so he defined a new structure for BPW, ensuring that his clients have an unencumbered relationship with their servicing adviser.
Clients are assured that the advice they receive is based on their needs only.
THE BPW PHILOSOPHY
Paul is passionate about assisting clients in any way he can by leveraging his extensive knowledge base and professional networks.
Paul believes that his client’s are best served by a professional that is able to coordinate and manage the many aspects of a person’s financial strategy and/or a businesses’ exit/succession process.
BPW’s holistic advice model is fundamental to their success and that of their clients. In order to maintain our ability to provide advice in this manner BPW considers ongoing education and professional development as the foundation to the culture of the business.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 20 Faure Ln, Unit 7,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Small Business, Finance, Self-Managed Super Fund, Wealth Management, Aged Care, Strategic Advice, Family Business, Estate Planning, Businsess Transition.
- HQ
- Dunsborough, Western Australia
Barsden Private Wealth Questions
Barsden Private Wealth's website is http://barsdenprivatewealth.com.au
Barsden Private Wealth's LinkedIn profile is https://au.linkedin.com/company/barsdenprivatewealth
Barsden Private Wealth has
1 employees.
View email and phone details for 1
employees at Barsden Private Wealth.
Barsden Private Wealth's industry is
Financial Services
Barsden Private Wealth's top competitors are
Family Business Matters,
Bpw Finance,
Calm Wealth Management.
Barsden Private Wealth's categories are Financial Services
Barsden Private Wealth's founding year is 2012
