Strategic Family
Wealth Planning
Financial Planning • Mortgage Broking • Tax Advisory
15+ years of expertise helping professional families with highly
personalised strategies to create lasting wealth, paying off your
loans faster, and minimising tax.
Finances don’t have
to be complicated.
Like a Stickman drawing, sometimes the simplest thing can
have the biggest impact. It’s all about small consistent actions
that compound over time.
Our Services
for Wealth and Security
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How can I get ahead with such a high mortgage?
-
Paying huge taxes on our high income and
bonuses -
Dividends and bonuses – how do we make most
of these lump sum payments? -
Does our spending on current lifestyle mean
missing on our future financial security? -
Feeling imprisoned to work, mortgage,
and lifestyle?
Who we are
Berin and Liene founded
Stickman Wealth in September 2014.
We have over 15 years of experience guiding professional high-income families in navigating life’s wealth creation challenges, maximising their financial potential, and maintaining the lifestyle they’ve worked hard to achieve.
Our highly personalised strategies are designed to pay off their home loans faster, build wealth, and reduce taxes. We assist clients access and realise opportunities they didn’t know existed that help them to get ahead.
Our approach ensures that you can achieve financial growth and security without sacrificing your lifestyle or needing to earn more money.
- FBAA member
- AFCA member
- FAAA member
- TPB Member
- Winner of the Emerging Leader award – AMP 2018
- Master in Business Administration (MBA) (Macquarie University)
- Executive MBA (AGSM)
- Diploma in Financial Planning
- Advanced Diploma in Financial Planning
- Ethics in Finance (Deakin University)
- Financial Regulation (Law) (Deakin)
- Financial behaviour and decision making (Deakin)
- Tax for financial planning (Kaplan)
- Commercial Law (Kaplan)
- FASEA certified
- Certificate IV in Finance and Mortgage Broking
- SMSF certified
- Gearing and Margin Lending certified
- Australian Financial Services Licensee
- Responsible Manager of an AFSL
Why Choose Us
Trifecta of expertise in
holistic wealth creation
- Financial planning
- Mortgage broker
- Tax advisory expertise
Our wealth accumulation
and debt reduction strategy
Debt recycling allows clients to achieve desired results without sacrificing lifestyle or restrictive budgets
We practice
what we preach
We have personally solved the problems of living in Sydney using the tools and strategies we provide
Engaged and vested
in our client’s success
We work with our clients for the long term and take a win-win approach to success
Technology enabled
To create a better client experience and keep costs down
Keep it real
We are transparent and never sugarcoat
A trusted advisor on call
as your sounding board
Our door is always open when you need to talk things through
Minimal disruption to
your worklife balance
We offer flexible meeting times and sophisticated virtual technology
What our
clients say
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“We’ve been working with Berin for three years and are thrilled we’re starting to see our investment building. With the cost of everything becoming more expensive and rising interest rates, it’s comforting to know we’re still making progress and staying ahead. Berin helped us get into our first home and put in place a plan to play it down more quickly from the beginning.”
Peter & Kylie (31 & 29 y.o.)
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“Berin gave me practical tools for thinking about my goals. He took all the worry away and spent time finding the best possible deal for my super and insurance. I wouldn’t hesitate to recommend Stickman Wealth, whether it’s sorting at your super or for more strategic investment advice.”
Brook (36 y.o.)
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“Berin has been really helpful building my financial knowledge and confidence. He ensured I was able to live in the now but also prepare for the future. One of the best things working with Berin is his supportive accountability. I am definitely more aware of my financial circumstances and over the years have been starting to diversify and build my finances.”
Alice (36 y.o.)
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“Berin helped me see that hiding my head in the sand was only causing me greater stress. He has patiently explained aspects of the financial system to me, so I’m better educated to make informed decisions. Working with Berin has helped me to identify and set goals and he is excellent at coaching me to achieve these. I’ve eliminated my credit card debt, increased my savings, set up a realistic budget and gained confidence about my financial future.”
Jordan (48 y.o.)
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“I no longer worry about my finances as I have peace of mind that I am in good hands. I’ve been a client for 6 years and am extremely happy with the very knowledgeable advice given. I have regular meetings where I’m kept up to date with the changing market and assess my future goals. Berin’s always available and happy to assist whenever I need further advice and to explain any other options. I’m a single lady and depend on my investments for a comfortable retirement. I have a sense of security and can sleep easy at night with the confidence that I’m being looked after.”
Helen (75 y.o.)
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“I have known Berin for some time now, it’s how he communicates with his clients that makes him stand out from the other financial planners I have met in the past, making it as easy as possible to make the right decisions.”
Dimitri (45 y.o.)
Your life. Debt free.
We help you pay down your home loan faster, minimise the
amount of tax you pay and create wealth at the same time.
We work with you to
create, tailored financial
strategies to accelerate
your wealth overtime
while maintaining your desired lifestyle using
our stickman approach to debt reduction and
tax minimisation.
