Wealth Advice with a Personal Touch
Fully Qualified Financial Consultants
Achieve your
Investment Goals
Our Services
Investment Advice
Make informed decisions, optimise your portfolios, and achieve your financial goals.
Retirement Planning
Create a comprehensive strategy to secure a financially stable and fulfilling post-work life.
Superannuation Strategies
Develop tailored approaches to maximise retirement savings and optimise benefits.
Salary Packaging
Structure your remuneration package to include various benefits and expenses.
Stockbroking
Buying and selling of stocks, bonds, and other financial instruments on behalf of clients.
Centerlink Strategies
Optimise eligibility for government benefits and support within regulations.
ABOUT US
Professional & Reliable
BWA's financial planners are backed by experienced people committed to helping our clients achieve their investment goals.
At BWA our advice covers the complete spectrum of financial planning and investment services to help our clients achieve their financial goals. We are committed to providing clients with professional, ongoing advice and service.
How it works
A BWA financial planner can talk to you about your investment objectives, both short and long term, assess your current financial position and recommend appropriate investment options to help you achieve those goals.
Financial advice should be ongoing and a financial planner should be part of your everyday life. So why not maximise your investment potential and get your money working as hard as you are by implementing sound, tax-effective investment strategies.
Have a question?
Contact Us
Barclays Wealth Advice is a Corporate Authorised Representative of GWP Financial Services Pty Ltd
ABN 66 103 615 229 / AFS No. 517504
(02) 6881 8177
199 Brisbane St,
Dubbo NSW 2830
- Mon - Thu
- -
- Friday
- Appointment Only
- Sat - Sun
- Closed