Burke Britton Financial Partners

Burke Britton Financial Partners We create relationships and human connection of real value both in thought; community and finance that we are all proud to be part of and contribute to.

PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners & Securelife Financial Solutions is an Authorised Representative and Credit Representative of AKUMIN Financial Planning Pty Limited We are an inter-generational, boutique, one on one, fee for service practice, counselling individuals and families to achieve their financial and lifestyle objectives. We are here to provide a

holistic approach to finances for clients – around estate planning, building wealth for retirement, cash flow assistance and wealth protection. With almost 100 years of combined advisory experience you will have peace of mind knowing that your financial wellbeing is in safe hands. We take the complexity out of financial planning, and ensure what you have organically grown over time will continue to be nurtured now and well into the future. Please refer to our Financial Service & Credit Guide on our website www.bbfp.com.au. PB Financial Solutions Pty Ltd, ABN 67 097 381 523, trading as Burke Britton Financial Partners is an Authorised Representative (AR No. 247993) of Akumin Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. This webpage contains general information only and does not take into account your objectives, financial situation or needs. Therefore, before relying on this information, you should consider your own personal circumstances and seek professional advice.

03/09/2026

If you've built wealth and structured your family finances with intention, you already know how important strategic planning is.

Upcoming changes to testamentary trust taxation are a reminder that even solid strategies need regular reviews as legislation evolves. This is exactly the kind of shift that separates those who plan proactively from those who react.

02/09/2026

Most people think managing a household is completely different from running a business. They're wrong. Both require financial awareness, strategic delegation, and knowing when to outsource before you burn out. The families doing it well aren't doing more—they're doing it smarter. 💡

01/09/2026

Have you seen the news?

Last week we shared something pretty exciting: we're welcoming Aimee, Ben, and Delta as new business partners and shareholders at Burke Britton!

This isn't just a milestone for three of our team members. It's a reflection of everything Burke Britton stands for: growth, opportunity, and genuine investment in our people and our clients.

Here's a little word from our new partners on what this moment means to them 👆🏻

Join us in congratulating Aimee, Ben, and Delta on this well earned achievement! 🎉

Did you know there's no official "death tax" in Australia... but your estate could still lose a chunk of it to the ATO?F...
31/08/2026

Did you know there's no official "death tax" in Australia... but your estate could still lose a chunk of it to the ATO?

From super paid to adult children, to capital gains on inherited assets, to stamp duty on shared property, there are more hidden taxes than most people realise.

We break it down in our latest episode you can check it out on Youtube or Spotify - Link in bio 🎧

31/08/2026

There's something powerful about realising your professional network actually cares about each other. It means you've built something beyond transactions—you've built a space where people belong. That's the foundation we're grateful for after twenty five years, and it's what we're building toward next.

Is your super fund still the right fit? 🤔Your circumstances change - your super should keep up.Our latest blog looks at ...
31/08/2026

Is your super fund still the right fit? 🤔

Your circumstances change - your super should keep up.

Our latest blog looks at some key things to consider when reviewing your super fund and whether it’s still working for you.

👉 Read the latest blog post to find out what to look for, link in bio.

29/08/2026

We’re excited to welcome Aimee Lucas, Ben Kemp, and Delta Smith as new business partners and shareholders.

Aimee has been my right hand for 15 years, starting as a receptionist and growing into practice management. She’s made this business her own, and it shows.

Ben has set the gold standard for what’s possible, progressing from graduate to advisor to leader over 15 years, with the relationships and technical skill to match.

Delta, our longest serving team member, has brought unmatched empathy and care to every client she’s worked with.

This is a moment to celebrate the people who’ve helped build Burke Britton into what it is today. Join me in congratulating Aimee, Ben, and Delta on becoming owners in the business!

28/08/2026

Could you access your parents' accounts tomorrow if needed? Do you know who holds power of attorney or what their end-of-life preferences are? These aren't morbid questions, they're the foundation of a family that's genuinely prepared. Start the conversation this week.

27/08/2026

There’s no easy way to navigate watching someone you love change through dementia. 🤍
Kari shares what she’s learned through her family’s experience- have the important conversations early, be patient with yourself and your family, let go of the guilt where you can, and most importantly, spend time with the people you love while you can.

Always learning, always evolving. 📈The Burke Britton team recently attended the Akumin Professional Development Day, div...
26/08/2026

Always learning, always evolving. 📈

The Burke Britton team recently attended the Akumin Professional Development Day, diving into strategic updates, practice growth, technology and AI, and the latest industry insights.

It’s all part of continuing to grow as a team and bringing greater knowledge and value to our clients.

Address

Level 1, 240 Pakington Street
Geelong West, VIC
3218

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61352217700

Website

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