LET US HELP YOU REACH YOUR GOALS

EXPERT FINANCIAL GUIDANCE THAT YOU CAN TRUST

EVERY STEP OF THE WAY

 

OUR

SERVICES

RETIREMENT PLANNING

 

We take a holistic approach to help you optimise your financial position so that you can live the retirement life that you've always dreamed of.

INVESTMENTS

 

We use a robust and effective approach to develop a personalised investment strategy to help you secure your financial future.

ESTATE PLANNING

 

We work with estate planning experts to create an estate plan to protect and transfer your wealth in the long term.

SUPERANNUATION

 

We help you to optimise your superannuation giving you the control and flexibility you need to build your wealth for retirement.

PERSONAL INSURANCE

 

As your wealth grows it's important to ensure your family or business' future is protected. We develop strategies to help you manage risk and protect your wealth. 

DEBT MANAGEMENT

 

We specialise in advice on structuring of finance to cater for your cash flow and taxation planning needs. 

 
 

OUR PHILOSOPHY

At The Financial Group we place YOUR NEEDS at the heart of everything we do putting you in control of your financial life.

We PARTNER WITH YOU at every stage of your life to help you actively manage your wealth to achieve your goals.

We help identify emerging risks and OPPORTUNITIES to ensure you always stay ahead of the game.

We are ETHICAL. Our relationship with you is built on TRUST AND TRANSPARANCY.

We have a TRANSPARENT fee-for-advice model so you’ll always know upfront exactly what our services will cost.

We’ll clearly set out the fees you can expect to pay and the BENEFITS you can expect to receive in return.

You can be confident we’ll only recommend investments and financial products that are in YOUR BEST INTERESTS.

We’ll always discuss the risks and BENEFITS in detail with you so you can make a completely informed decision.

Most importantly, we aim to create the FINANCIAL SECURITY AND PROSPERITY that you and your family need to enjoy life, both now and into the future.

 

OUR PEOPLE

DR DAMIEN BARKER
BMedSci (Hons) PhD CFP®
PRINCIPAL ADVISER & DIRECTOR

Damien is a highly ethical, experienced and professional adviser who has been helping his clients achieve their life goals for over 20 years.

 

Damien is highly regarded by the industry, his clients and his peers and has been consistently recognised as one of the leading Financial Planners in the industry nationally.

Financial planning to Damien is not just about simple return on investment, it is about real financial advice, helping people understand and take control of their personal situation to achieve their life goals.

Damien's clients have a sense of security that comes with having a long term relationship based on trust, working together to build a financial plan with real and achievable goals, sharing their journey towards achieving them and keeping pace with change.

Damien is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia as well as holding a Diploma of Financial Planning, a Medical Science degree with Honours and a PhD.

 

Damien is highly passionate about helping his clients achieve their goals now and into the future.

Tel: 02 9967 2382

Mob: 0410 429 015

damienbarker@thefinancialgroup.com.au

JUDY BLANCH
CLIENT SERVICE ASSOCIATE

Judy provides additional support to clients and the practice.

KIRRILLY NICHOLSON
CLIENT SERVICE ASSOCIATE

Kirrilly provides additional support to clients and the practice.

ANITA THORPE
PARAPLANNING MANAGER

Anita helps prepare advice documents and has over 10 years experience in paraplanning.

DANIELLE WALKER
PRACTICE MANAGER

Danielle supports the practice and has over 20 years experience in financial services.

 

CONTACT

THE FINANCIAL GROUP

OUR ADDRESS

Appointments: Level 15, 115 Pitt St, Sydney NSW 2000

Postal Address: PO Box 4313, Castlecrag NSW 2068

Email: enquire@thefinancialgroup.com.au
Tel: 02 9967 2382

Mob: 0410 429 015

Click Here to Find Us

For enquires or to book an appointment please email us below:

Damien Barker Authorised Representative No. 466163

The Financial Group Pty Ltd ABN 67 600 982 876 Corporate Authorised Representative No. 466162 of

Merit Wealth Pty Ltd AFSL 409361 ABN 89 125 557 002 Level 15/115 Pitt St Sydney 2000 T: 1300 785 611 www.meritwealth.com.au

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