Established in 2002, Berry Actuarial Planning was started by Mark Berry who had the desire to bring Actuarial expertise to the financial planning profession, through the establishment of an independent fee for service business.
At Berry Actuarial Planning, we like to do to things differently. We have sought to focus on empowering our clients to manage their financial affairs, giving them control of their direction, with our role resembling that of a guiding hand. One of our philosophies is that of regular client engagement. We ensure that we communicate with our ongoing clients at least once per quarter to ensure that everything is on track.
An important point to note and a differentiating factor of our business is that our strategies focus on mathematical analysis of your consumption and needs. Actuaries are typically involved in long term projections for large businesses. Why not use this expertise for your personal finances?
Berry has contributed to the financial planning community with two concepts:
NET WORTH CONSUMPTION RATE
LIFESTYLE SUSTAINABILITY MEASURE
For more information on this please read Mark's paper submitted to the Institute of Actuaries of Australia 2009 Convention titled “An Actuarial Journey into Financial Planning”.
Company Details
- Employees
- 17
- Founded
- -
- Phone
- +61-02-8876-2999
- ad****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- berryplan.com.au
Berry Actuarial Planning Questions
Berry Actuarial Planning's helpline number is +61-02-8876-2999
Berry Actuarial Planning's website is berryplan.com.au
Berry Actuarial Planning's LinkedIn profile is https://au.linkedin.com/company/berry-actuarial-planning
Berry Actuarial Planning has
17 employees.
View email and phone details for 17
employees at Berry Actuarial Planning.
Berry Actuarial Planning's industry is
Financial Services
Berry Actuarial Planning's top competitors are
Clearview Wealth Limited,
Metcash,
Rendall Kelly Pty Ltd,
Hollard Insurance Australia,
Project Home Loans,
Winworth Property,
Bell Partners,
Cumpston Sarjeant,
Allegro Funds,
Leadersen.
Berry Actuarial Planning's support email address is admin@berryplan.com.au
Berry Actuarial Planning's categories are Financial Services
Berry Actuarial Planning's founding year is 2002
