(03) 9682 8966 (Docklands Melbourne) (03) 58722900 (Cobram)

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WELCOME TO BOURKE GROUP

We are a full service Boutique Financial Advisory Firm. 
We offer Wealth Management, Accounting, Tax, Corporate Advisory and a Market Leading Virtual CFO Service.
We offer a contemporary approach to our clients, underpinned by traditional values of honesty, integrity and a ‘client first’ approach.

 

ABOUT US

Bourke Group started as a small regional firm in 1993 in Cobram, Victoria - a major centre in Australia's food bowl.  Over the years, we have grown and evolved and have been fortunate enough to have helped many of our clients build, scale and exit highly profitable and valuable businesses, whilst managing the personal and family implications of major events at the same time. 

Whilst we advocate technology and a forward thinking approach - for us - integrity and commitment never go out of fashion, and still form the basis of our dealings with our clients.

 

SERVICES

We provide a full range of Accounting, Advisory & Wealth Services to our clients.
Through our highly respected and experienced team and our trusted panel of referral partners, we enjoy a huge reservoir of technical expertise.
We only accept engagements in which we can add value for clients.

 
Technicians at Work

VIRTUAL CFO

The Full Solution for Small Cap ASX, SME businesses and High Net Worth families with turnovers of $5m – $200m,

Bourke Group provide a solution to address the gap in the market for internal Financial Leadership – ‘Virtual CFO’ which provides end to end Financial Control, Compliance and Analysis including:

  • Financial Planning & Analysis

  • Board, Bank Covenant or Investor Reporting

  • Accounts Payable, Receivables and Treasury

  • Payroll Management

  • Cashflow Management

  • Internal Accounting

World class, scale-able Financial Analysis & Advice internally leading to better management decisions

BUSINESS SERVICES & TAX

Cloud enabled Accounting & Tax compliance for Individuals, Businesses & SMSFs

Quality, affordable Accounting is the foundation for all good businesses - large and small.  

Our qualified and experienced team leverages technology such as xero and it's ecosystem to efficiently manage your compliance, giving us more time to add value through structuring, tax planning and strategic advice. 

City from Below
White boardroom

WEALTH MANAGEMENT

Independent Investment, Insurance, Super and Retirement advice

Bourke Group has spent considerable time studying the Financial Advice market place and building a Wealth Management Business that provides a value added and advice based approach to managing and protecting your wealth without being influenced by large institutions or platform providers.

We offer advice on:

  • Investment advice

  • Risk Insurances (Life, Income, TPD, Trauma)

  • Debt & Debt Management

  • Cashflow and Income Management

  • Superannuation 

  • Retirement

  • Aged Care

  • Estate Planning

FINANCIAL MODELLING

We craft robust 3 Way Financial Models to support M&A, Financing, Capital Raising & Covenant Management.

Bourke Group use ‘best practice’ financial modelling techniques. Our aim when working with you is to achieve the following:

  • Gain a deep dive insight into the workings of the business to understand drivers, risks and opportunities

  • to “respectfully challenge” and stress test management assumptions, ultimately bringing credibility and rigour to the table

  • to understand your working capital requirements and be able to articulate this

  • build a model that can confidently support a financing, Investment committee, Equity raise or M&A analysis

  • be able to withstand thorough due diligence

Market Analysis
Documents and Blurred Business Men

CORPORATE ADVISORY

Through our Joint Venture with CiBUS Group - CiBUS Advisory Partners - Bourke Group clients have access to the following services to clients typically valued at $10m – $200m

Mergers & Acquisitions

  • Sale of Companies, Shares & Businesses

  • Acquisition Sourcing, Due Diligence & Execution

  • Merger Advice

Capital Raising

  • Raising or Arranging Equity Funding – Private Equity, Venture Capital, Pre IPO

  • Raising of Arranging Debt Funding

General Corporate Advice

  • Advising Companies on Market Entry, Exit and Strategy

To book a confidential discussion to understand how we can work together, please contact us.

TEAM

Bourke Group has attracted a diverse pool of talent who are all hardworking, client focused with the majority having worked at prestigious national or global firms. We are always looking for opportunities to engage our staff and provide them with the scope to grow with our clients and our own business.

Bourke Group's Liability is limited by a scheme approved under Professional Standards Legislation.  Kristen Louise Quirk (AR 318088) and Bourke Private Wealth Pty Ltd (CAR 312708) are authorized representatives of Boston Reed AFSL 225738 ABN 89 091 004 885.

 

MATT BOURKE

Managing Director (Advisory)

Matt is an experienced and sought after Accountant and Corporate Advisor. Matt provides Corporate and Specialist Advisory services including Financial Modelling, Analysis & Planning, M & A, Capital Raising & Strategy.  Matt has worked on many complex assignments, and is currently an Advisory Board Member of Hawke's Brewing Co.

CONTACT US

Melbourne - 14/401 Docklands Dr, Docklands VIC 3008, Australia

Cobram - 4 Terminus Street, Cobram VIC 3644

(03) 9682 8966 (Docklands Melbourne) (03) 58722900 (Cobram)