19 Reviews

Sacha Burchgart

Burcheart

Platinum

13 Yrs Experience

Sydney, NSW 2000

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A breath of fresh air when it comes to your financial future and happiness.

Our approach is simple. We believe that everyone can and should be able to find their financial happy place. Your financial independence is key to your future happiness, security and peace of mind.

We create a financial solution that works for you. With the tools to empower you, you gain clarity and control over both your everyday finances and long term wealth; from your day-to-day activities to your future aspirations, your retirement and your legacy.

Financial Planning Association of Australia (FAAA) Adviser of the Year 2023

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Property Investment
Small Business Advice
Tax Strategies
Growing Assets
Budgeting

We are happy to discuss our initial fees and our options for ongoing long term advice

4.75 July 2021

Sacha is amazing and professional in her dedicated work . I got introduced by a friend and let me tell you she is well above, inclusive with setting our self super management fund. She was clear in guiding us and setting our goals and always available when we need her advice .Her team rocks !

5.00 May 2019

Sacha’s attention to detail, knowledge and above all CARE is rare in this “finance world”. Thank you for “fixing” my life. Highly recommended !!!

4.75 October 2018

Sacha has given me advice on Self Managed Super Funds. Sacha was always able to explain things to me in a clear way. Through Sacha's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always received Sacha's full care and attention when I needed it.

5.00 September 2018

Sacha is approachable and ridiculously knowledgeable. She made what was overwhelming for me seem simple by breaking it down and taking over with what I deemed way too complicated. Also took into consideration what I had completely missed, ensuring my dependent children would be well taken care of in all scenarios. Sacha's team are also splendid, incredibly patient and super friendly. I would recommend Sacha and her team to anyone who feels just a little bit anxious when optimising their budgets and finances.

5.00 March 2017

We are so grateful to have been introduced to Sacha, she has provided us with a comprehensive financial plan, including an SMSF, maximising our position now and into our retirement years. Sacha’s energy and passion for her work is awesome, and her breadth of knowledge gives us great confidence going forward into the future. Our personal needs and goals are always discussed, no ‘one size fits all’ plan, rather we are provided with a financial plan tailored to our individual financial needs. Sacha and her team are a pleasure to work with. There is not a moment’s hesitation in contacting them for anything, whether it is something small or something a little more complex for us to grasp. Their responses are always prompt, friendly and helpful. We are happy to recommend the services of Sacha and her team to anyone seeking a path to maximise their financial position. We are in very good hands... this will be a long and successful partnership!