Financial Solutions
Guidance for Financial Security
About Us
At Abraxas Wealth, based in the heart of Perth, we are committed to helping you achieve your financial goals and secure your future. With a wealth of experience in Investment, Insurance, and Retirement solutions, we are here to guide you through every stage of your financial journey.
Who we help
Our mission is to empower you with the knowledge and tools to make informed decisions, ensuring a prosperous future for you and your loved ones. At Abraxas Wealth, your success is our priority, and we are dedicated to building long-lasting relationships based on trust, integrity, and excellence.
Let us partner with you to create a financial future that you can confidently look forward to.
Our people
Gordon Berriman
Director & Senior Financial Planner
Gordon started his financial services career with Old Mutual as a business development consultant in 1991 and became a financial planner with First National bank.
He then opened his own practice Abraxas Wealth Management in 2003, he is a registered Financial Adviser in Australia and South Africa. He is well suited to assist clients in either country.
Life Stages
Here's a summary of each area in terms of life stages:
These summaries highlight how financial planning needs evolve with different life stages, ensuring you’re prepared for each phase of your financial journey.
- Early Career: Begin investing to grow wealth over time, leveraging the power of compounding. Focus on building a diversified portfolio that aligns with your risk tolerance and long-term goals.
- Mid-Career: Adjust your investment strategy as your income and responsibilities grow. Consider balancing growth with security, possibly shifting towards more stable investments.
- Pre-Retirement: Refine your portfolio to reduce risk and preserve capital. Focus on securing income streams to support your retirement lifestyle.
- Retirement: Manage your investments to provide steady income while protecting your wealth. Ensure your portfolio is aligned with your ongoing financial needs and risk tolerance.
Our Advice
Investment
Investing is a powerful tool to help you grow your wealth and achieve your long-term financial goals. Whether you're saving for retirement...
Superannuation
Superannuation, or "super," is Australia's cornerstone of retirement planning. It's a government-supported way to save for your future...
Insurance
Insurance is a critical component of a comprehensive financial plan, providing protection and peace of mind for you and your loved ones...
Retirement
Retirement is a significant life milestone, marking the transition from work to a new chapter of freedom and fulfilment. Planning for retirement is about more..