Wealth Solutions For You – A New Approach
Bentleys Private Wealth, is a new business supported by one of Australia’s leading tax, accounting and advisory firms – Bentleys NSW.
You can now work with your strategic financial advisor and your accountant together to "think ahead" and make better financial decisions.
Managing personal finances is when trust is really important and where many people turn to their accountant for advice. We have exceptional team working together to provide individuals, business owners and organisations with a seamless, product and service offering to meet all your financial needs.
- Strategic Wealth Management,
- Superannuation services,
- Investment strategies,
- Insurance
- Life Insurance,
- Income protection,
- Business protection,
- Critical illness insurance,
- Total permanent disability
- Estate planning,
- Aged care advice,
- Retirement planning
A key strength of Bentleys Private Wealth is our ability to manage your money with minimal risk and maximum return, helping you to better plan for your future.
How We Work With You - Your Future, Your Wealth, Our Knowledge
What makes us truly unique is our ability to provide you with a seamless, broad based product and service offering to meet all your financial and lifestyle needs.
Your goals and aspirations for every stage of your financial life are our focus. We look beyond your balance sheet to reveal what success will look like. Then we work with you to achieve it – whether it’s buying or selling your business, a house or planning your retirement.
Investing for your future can be hard work, frustrating and confusing. We help you cut through the myriad of product offerings and complexity that comes from dealing with multiple providers.
Our people have financial, property, business, lending and superannuation expertise that is second to none – and we have a depth of experience, knowledge and resources that very few companies in Australia can offer.
We live in a dynamic world, where constant changes to legislation, technology and investment markets are now the norm. This requires a very different approach, which is why we are active in our provision of advice and regularly review the market and its impact on our client’s position.
