Sacha Burchgart

Burcheart

Gold
11 Yrs Experience
Sydney, NSW 2000
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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Burcheart

Suite 11.01, Level 11, 250 Pitt St
Sydney, NSW 2000

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.95
19 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.75

"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 !"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sacha (and Olivia) has made me feel comfortable and supported from the start of my financial journey with Specialised Advice. What I really like about Sacha is that she always focusses all her expertise in knowing what will work for ME and what I want. She has a unique way of explaining things in a way that is accessible and informative and makes sure that I have what I need in order to feel comfortable in planning my financial future."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sacha and her team have been amazing. As a new resident to Australia with little experience in the Australian tax system Sacha's advise for superannuation and advise on setting up a new business has been spot on! Sacha is effective, communicative and above all straight forward in her answers and recommendations."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sacha has been a blessing for me! Her approach to financial planning is very unique in comparison to other planners I have interacted with. She has an amazing wealth of knowledge combined with a professional manner that makes you feel comfortable, respected and valued. There was always a very honest and open approach to the services offered and the cost and scope of those services. I can certainly see why Sacha is so well respected in her field by winning many awards from the financial industry."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sacha and her team have done wonders in setting our family up with financial stability, assisting with insurances, setting up a SMSF, purchasing an investment property, estate planning and budgeting. The team are approachable, efficient, personal and above all - care. We are lucky to have you in our lives Sacha and would recommend your services to everyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sacha has played an integral part in setting up our company structure and also advising us on the best way to manage. She has also advised and seen through the implementation of insurances and an SMSF strategy to set us up for the future. Her ability to communicate what needs to be done in a way that is easy to understand is invaluable. We feel extremely confident in the advice she provides. - Rosie & Clinton McKay"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of New England (UNE)
Completed
2021

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

SMSF Association (SMSF)

Membership type
Associate
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