Burke Britton Financial Partners
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.
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
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.
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.
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.
Jay and the staff are exceptionally good at their job. Calm, friendly, and knowledgeable catch’s up via zoom. Would recommend using these guys.
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!
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burke Britton Financial Partners (this page) | ★ 5,0 | 146 | No |
| 2 | Index Wealth - Geelong | ★ 5,0 | 71 | No |
| 3 | Community Chapman Welsh | ★ 5,0 | 47 | No |
| 4 | Muirfield Financial Services Geelong | ★ 5,0 | 41 | No |
| 5 | Super Focus | ★ 5,0 | 17 | No |
