Burley Fox

Who we are

Burley Fox is a boutique financial services firm committed to providing highly personalized services to a select group of individual private clients, private corporate and public companies, and trusts. Established in 2013, we combine the trust, experience, and track record associated with an established firm with the innovation and adaptability of a boutique.

Our team

Led by experienced founders Paul Burley and Paul Fox, our team of independent Chartered Financial Planners boasts over 50 years of combined expertise in the financial services industry. We are passionate about providing objective and relevant independent advice driven by intelligent and trusted relationships.

Our solutions

We offer a comprehensive range of services tailored to meet your individual needs, including:

Advisory Portfolio Service: A collaborative approach to building and reviewing your investments, ensuring alignment with your financial goals and risk tolerance.

Employee Benefits: Strategy and implementation of robust employee benefit packages that attract and retain top talent.

Market Reviews & Document Centre: Access to curated research, market insights, and documentation to empower you with informed financial planning.

Knowledge Centre: Extensive library of educational materials and FAQs addressing various aspects of wealth management.

Growing your wealth

We believe successful wealth generation requires a long-term, patient approach. Our investment strategies are tailored to your individual circumstances, taking into account your goals, risk tolerance, and market conditions.

Planning for your future

Our expertise extends beyond just numbers. We also offer guidance on retirement and later life planning, estate planning, and tax optimization.

Why choose Burley Fox?

• Independent advice: We act in your best interests without any bias from third parties.
• Personalized service: We take the time to understand your unique needs and goals.
• Transparent communication: We provide clear and concise explanations of your financial plan and investment strategy.
• Client-centric approach: We prioritize your financial wellbeing and actively work towards achieving your goals.

Let's talk

Contact us today to schedule a consultation and explore how Burley Fox can help you achieve your financial goals and secure your future.