Welcome to Bentleys Private
Wealth - Thinking Ahead
Bentleys Private Wealth is a wealth advisory business supported by one of Australia's leading tax, accounting and advisory firms, Bentleys. You can now work with your accountant and your strategic financial advisor to "think ahead" for your future. All your needs can be met quickly, effectively and with the utmost care.
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Bentleys Private Wealth - Smarter Solutions
Managing Change
Change can be frightening - Superannuation and retirement legislation, finance and investment markets, and even technology. You need a new approach and expert advice...
Smarter Solutions
We look beyond your balance sheet to reveal what financial success will look like for you. Helping you to achieve your goals at every stage of your financial life is how we measure our success...
How we work with you
Why Choose Us?
Our team of financial advisors and accountants are here to help you meet your goals in a manner that is efficient, holistic and tailored to meet your requirements.
5 Reasons Why You Should Choose Us
You can trust our team of financial advisors and accountants to help you meet your goals in a manner that is efficient, holistic and tailored to meet your requirements. We will:
1.Make it easier for you to achieve all your personal financial goals,
2.Simplify your finances so you are in control, and can stay in control,
3.Help you make smart financial decisions
4.Provide you with understandable, reliable, valuable and timely communications and reporting
5.Offer you the best customer service and integrated solutions to meet all your financial needs
If you are looking for a financial advisory business that specialises in "thinking ahead",
then we look forward to working with you.
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Bentleys Private Wealth:
Professional experts
All of our professionals have full industry accreditation, an impeccable track record and are subject to regular quality reviews. With Bentleys Private Wealth you can be assured of expert, timely and accurate advice.
Damien Skidmore
Wealth Director
Jack O’Donnell
Associate Wealth Advisor
Thomas Lyon
Senior Financial Advisor
Kevin Cranfield
Director
Nigel Banks
Director
Contact us for an initial conversation.
You can be flexible with Bentleys Private Wealth.
Our expertise provides you with the choice of stand-alone financial, accounting and taxation services, or a full bespoke package,
to meet all of your financial management needs.