Client focus creating success for Burcheart

Last month, Sacha Burchgart from Count Member firm Burcheart was named 2023 Adviser of the Year at the Financial Advice Association Australia (FAAA) Awards.

Client focus creating success for Burcheart

Last month, Sacha Burchgart from Count Member firm Burcheart was named 2023 Adviser of the Year at the Financial Advice Association Australia (FAAA) Awards.

The win was tremendous recognition for Ms Burchgart, who adopts a ‘strategy first, business second’ mindset to delivering advice.

“At Burcheart, our approach is that every solution should be bespoke with the client’s goals in mind. There’s no ‘one size fits all’ mindset because all of our clients have different needs regardless of their stage of life or the type of advice they’re seeking.”

Based in Sydney and delivering strategic financial advice since 2011, Burcheart’s goal is to ensure clients feel in control of their financial situation and positive about their plans and prospects. This philosophy centres around encouraging clients to take an active role in creating their financial future.

Burcheart’s approach has led to consistent business growth, with the bulk of referrals coming from existing clients who have had positive experiences. Their goal is to continue this strong growth trajectory and appoint another adviser in 2024.

Burcheart is also one of the newest firms in Count’s national community, following their transition from Affinia Financial Advisers (also owned by Count) in November 2023. Ms Burchgart says the Count team have made the transition as seamless as possible, allowing the business to get on with servicing their clients.

“I was impressed with the support offered by the Count team during our recent transition. Changing licensees isn’t always a smooth or easy process, but the team’s proactive approach and genuine desire to help has made life easier for our business.”

Andrew Kennedy, Chief Advice Officer at Count, said Sacha’s award was well deserved and testament to the hard work she does to deliver outstanding client outcomes.

"Sacha and her team have a terrific business model and a reputation for providing quality advice. More importantly, their values align with Count’s client-centric approach, making them a role model for others in our network. Sacha’s Adviser of the Year award is extremely well-deserved and we are very proud to have her representing our community.”