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.
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.
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
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.
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)