At Burfield & Associates we help our clients grow their businesses, improve their cash flow, minimise their tax exposure and build their wealth.

However, rather than presume to tell you what you need, and what your priorities should be, we invite you to invest just 30 minutes of your time to complete a needs analysis questionnaire.

  1. Click on the appropriate link below.
  2. The link will redirect you to a login page, where you can create your own user name and password and complete a few simple details about yourself and your business. Your password should be 6 to 10 alphanumeric characters.
  3. Once you have completed the questionnaire, we will analyse the data and prepare a report outlining the challenges you would like addressed and your priorities in addressing those issues.
  4. We will contact you to arrange a mutually convenient time to discuss your requirements and formulate a plan of action.

There is no charge for taking the questionnaire, preparing the report or meeting to discuss your requirements.

Our mission is to help you to achieve your business and financial goals, by focusing on the key areas in your business that matter most to you.

Take the TRUST test now and enjoy the experience.


Click here to take the Business Diagnostic

Financial Planning

Click here to take the Financial Planning Diagnostic

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