Burgess Financial Planning is a privately owned financial planning and advisory firm based in Sydney, Australia. Founded by Ben Burgess, the company focuses on building long-term relationships with clients by providing tailored strategic advice. Their mission is to help clients achieve their financial and lifestyle goals through comprehensive services, including retirement planning, wealth creation, investment portfolio management, superannuation, and personal insurance. The firm emphasizes its independence, noting it is not aligned with any bank or financial institution, which allows for impartial advice.

Founded in

United States