Bree Wealth & Tax Management Ltd

Who we are

Bree Wealth is a family-run financial planning practice driven by a passion to empower individuals to achieve financial clarity and security. Founded on strong relationships built on trust and open communication, we are committed to guiding you through the complexities of your financial life and helping you make informed decisions.

Our Founder: Julie Flynn, Independent Financial Planner and Certified Financial Coach

Julie has over 20 years of experience in the financial services industry. Recognizing that financial plans are not simply about numbers, she focuses on understanding your values, goals, and aspirations to create a plan specifically tailored to your individual journey. Her personalized approach emphasizes open communication and collaboration, ensuring you feel empowered and in control every step of the way.

Our Values

We believe in:

• Person-centered planning: We take the time to get to know you and understand your unique aspirations and concerns.
• Transparency & clarity: We offer clear and concise explanations, ensuring you understand every aspect of your financial plan.
• Open communication: We encourage questions and actively listen to your concerns and goals.
• Empowerment: We believe financial planning should be a collaborative process, empowering you to make informed financial decisions.

What We Do

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

Saving & Investing

• Retirement planning and optimization
• Investment portfolio management
• Tax planning and optimization
• Inheritance and estate planning

Estate Planning & Later Life Planning

• Will writing and power of attorney
• Trust establishment
• Care planning and aging discussions

Personal Protection

• Debt management and consolidation
• Insurance planning
• Credit restoration and improvement

Business Advice

• Business succession planning
• Financial risk management
• Employee benefits consultation

Our Approach

We believe in a holistic approach to financial planning that considers all aspects of your life. We take the time to understand your aspirations, concerns, and financial situation to develop a customized plan that aligns with your unique goals. We regularly review and update your plan to ensure it remains relevant and effective throughout your life.