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Burke Britton Financial Partners

Burke Britton Financial Partners

5.0(146 reviews)See reviews ↓·Geelong

About the company

Burke Britton Financial Partners is a financial advisory and planning firm based in Geelong. The firm develops tailored step-by-step financial strategies and creates personalised financial plans that adapt and change as life progresses.

It stays in touch and reviews plans based on major life changes or market factors. Delta is named as a person at the firm who explained retirement options to a client. Ben Kemp is named as looking after a client's super retirement accounts. Jay, Daniel and Taylah are named as providing support to a client.

What customers say

Based on genuine customer reviews

Burke Britton Financial Partners is a financial consultancy located in Geelong West, Victoria, carrying a 5-star average across 146 reviews. It is categorised in the directory as a financial consultant. As with other entries in this directory, the figures reflect a snapshot of the practice's public Google listing.

Reviews

Reviews are taken from publicly available sources.

CS
Catherine Sergi6 July 2026

Burke Britton FP have been fantastic in helping me manage my finances. Jay, Daniel, and Taylah have provided exceptional support and are always available to answer any questions or address any concerns I may have. Their professionalism, knowledge, and commitment to client service have made the entire process smooth and stress-free. Thank you

JD
Jan Dowsett26 May 2026

Very friendly staff who are very helpful to me with planning my investments. I am very happy with their help over several decades. Jan Dowsett.

TS
Taylah Stevenson10 March 2026

We’ve had a fantastic experience working with Jay, Taylah & the team. They helped us organise our finances, set clear goals, and confidently begin investing for our future. Everything was explained in a way that felt simple and approachable, and we’ve always felt supported and well looked after. We’re really grateful for their guidance and would highly recommend them.

IS
Ian Simmons14 February 2026

BBFP have helped me understand the complexities of financial life, particularly approaching retirement and ways to best preserve my assets to live comfortably, as well as leaving an inheritance. They have asked about my goals, both short and long term and worked towards them. I enjoy our discussions.

AD
Alex Davis3 February 2026

Jay and the staff are exceptionally good at their job. Calm, friendly, and knowledgeable catch’s up via zoom. Would recommend using these guys.

DI
Doug Irvine4 January 2026

When planning for retirement, I commenced a selection process to find a long-term financial planner/partner to secure my family's financial future. Via 'word-of-mouth', I came across Burke Britton Financial Partners (BBFP). Upon meeting with Jay Burke and various members of the team, it was evident that BBFP values: Professionalism (by staying deeply informed about the various markets), Integrity (open and honest communication with deference to your personal situation), and importantly, Respect for their clients (you're in their care - NOT simply a number to generate profit). If you want a demonstration of BBFP's 'body of work', I'd recommend check their website, listen to their podcasts ... and if you know any of their clients - talk to them!

JP
Jeremy Patterson5 December 2025

As a new customer seeking support with my parents’ future planning—including superannuation, Centrelink, and aged care—I’ve found Jay and the team to be an absolute pleasure to work with. They’ve been consistently understanding, supportive, and easy to deal with.

Financial advisers & planners in Geelong compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Geelong are compared.

RankProviderRatingReviewsOpen Sat.
1Burke Britton Financial Partners (this page)★ 5,0146No
2Index Wealth - Geelong★ 5,071No
3Community Chapman Welsh★ 5,047No
4Muirfield Financial Services Geelong★ 5,041No
5Super Focus★ 5,017No
Contact
+61352217700www.bbfp.com.au1/240 Pakington St, Geelong West VIC 3218
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed