Welcome. Barossa Wealth provides financial services to clients in the Barossa Valley area of South Australia.
Our clients all have different needs and wants, but generally, they come to us with a vision for a better lifestyle, security and peace of mind.
Whether you are starting a career and family, building a business or settling down to retirement, you probably have a list of financial goals that you want to achieve: from accumulating and preserving wealth, to passing it on to loved ones.
No matter what your financial goals may be, Barossa Wealth can help evaluate your circumstances and develop a plan that moves you closer to fulfilling your rewarding vision for the future.
If this is what you're looking for, we look forward to hearing from you and hope to meet you soon.
Investment Solutions Magazine - Winter 2019
In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.
We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.
Finally, we share seven super strategies for end of financial year.
Download (PDF): Investment Solutions Magazine - Winter 2019
What can your adviser do for you?
In the words of Warren Buffett, "Someone’s sitting in the shade today because someone planted a tree
a long time ago".
It’s all about making it easier for you to be who you want to be and live the lifestyle you aspire to. With the help
of your financial adviser – you can make it a good one.
Budget 2019-20 - The Ballot Box Budget
This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic credentials) but engage voters with initiatives to make them feel like they are more prosperous. A massive infrastructure spend adds to this sentiment.
The Government has also stated that it will keep taxes as a share of GDP within the 23.9% cap.
All measures, of course, are reliant on the relevant legislation passing Parliament which is by no means a given with an election looming.
Budget 2019-20 Highlights include... Download the Merit Wealth 2019 Budget Summary