Meet our team

What our clients say

Jon & PennyJon & Penny
07:47 04 Dec 22
Our dealings with Jay over the years & recently including Che, have been very helpful & professional.Jay has a knack of making us both feel very comfortable & at ease when discussing our finances.With our retirement approaching not far away, Jay's advice & support has given us both confidence & reassurance that we can both retire as initially planned.We highly recommend Burke Britton Financial Partners & their team to anyone seeking professional financial assistance.
Tony CreakTony Creak
06:43 01 Nov 22
When we retired more than 15 years ago we were most fortunate to be recommended, by a friend, to meet with Peter Burke for advice on financial planning for our future. From that moment we have never looked back. Peter and his team at BBFP have enabled us to enjoy an active and fulfilling retirement, without financial worry, despite the many financial challenges of recent years.Peter has a wonderful personal touch which makes us feel truly valued and BBFP feels as much a family as a business.Peter and his team actively seek the most suitable investments and the best management platforms for our Super Fund and are always ready to recommend and discuss opportunities.If you are looking for sound financial advice, provided by a thoroughly professional team in a truly caring environment, we do not hesitate in recommending Burke Brittan Financial Partners.
Heather McCannHeather McCann
00:57 25 Oct 22
Planning our financial future requires empathy, skill and connection and following a recommendation from a trusted friend that's exactly what I found when I changed to Burke Britton Financial Partners. The complexities of financial planning are managed efficiently by a friendly, positive team who go out of their way to ensure the best personal and financial outcomes for their clients.
Louise LucasLouise Lucas
07:32 21 Sep 22
Covid hit at the very worst time in the midst of my retirement planning. The team at Burke Britton have been the calming, reassuring voice when I most needed one, always available for a chat either in the office or by phone. My retirement plan is still on track and I’m confident that when I choose the right time to stop work I’ll be ready and able to ‘live the dream’ thanks to great support and advice!
Gaye BroughtonGaye Broughton
05:46 05 Sep 22
My husband and I were very happy with the wise and personal approach of Burke Britton as they helped us in the setting up and managing of our SMSF. In my husband's last months it was reassuring to be able to discuss all aspects of our financial future with Jay. I feel that I can trust Burke Britton with my affairs now that I am on my own and I'm grateful to have Jay's and Delta's guidance into the future.

Who we are

We are a financial planning business based in Geelong West

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money