Protect the ones you
Successful investing starts with a strong understanding of what you are trying to achieve and when
Birling Private Wealth is a well respected financial wealth management firm with a focus on innovation to ensure fast, efficient and hassle-free advice.
Connecting all the elements with our personal service and bespoke advice, we will support, educate and guide you on everything from getting your cashflow under control, making money through super, SMSFs and investments; to tax minimisation and risk management strategies; and planning for the unexpected with personal insurance and aged care plans.
Our team are here at Birling because they love to make it a priority to get to know you and your family and understand your current situation and your goals. Each and every member of our team is aligned to help you create clear strategies with clear actions that you're comfortable with.
We are committed to providing you the best advice and services. However, if you have a complaint, please discuss with us first or forward your complaint in writing to our complaints team.
If you are not satisfied with our services and your issue has not been resolved to your satisfaction, you can lodge a complaint with the Australian Financial Complaints Authority (AFCA).
AFCA provides fair and independent financial services complaint resolution that is free to consumers. You can contact AFCA on:
Phone: 1800 931 678
Mail: Australian Financial Complaints Authority
GPO Box 3, Melbourne VIC 3001