Wealth Solutions For You – A New Approach

Bentleys Wealth Advisors, 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 Wealth Advisors 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.

Call us for an initial, obligation free conversation. We look forward to welcoming you to Bentleys Wealth Advisors

contact us now

How we work with you

Why Choose Us? Our team of accountants and financial advisors are here to help you meet your goals in a manner that is efficient, holistic and tailored to meet your expectations. We will:

  • "Know you, understand you and help you set achievable goals"
  • "Simplify your finances so you are in control, and feel you can stay in control"
  • "Help you make smart financial decisions" and
  • "Provide you with reliable, valuable and timely communications and reporting"

If you are looking for a financial advisory business that specialises in “thinking ahead” in providing financial advice, then we look forward to working with you.

What Makes Us Different?

You now have experts in accounting and taxation collaborating with experts in wealth and investment, making better decisions with you. You will have direct access to the best advice available, ranging from effective tax management of your personal finances to strategic wealth or insurance planning.

Bentleys Wealth Advisors is the perfect solution for you and your family. Our approach is simple and disciplined. You will receive a seamless, broad-based product and service offering to meet all of your financial, business and lifestyle needs.

Expertise :

In addition to product knowledge we can provide you with support and guidance across a range of investment structures.

Current events :

We take into account changes to the economy, locally and globally, goverment policy and offer you solutions. We want to ensure you have the right wealth creation portfolio and the opportunity to grow your earnings.

Value :

Our advice will be of value to you and will help you become financially independent. We encourage you to start early and we will provide you with the right financial advice for every stage of your life.

"How We Work With You"

In today’s volatile economic climate, you need seamless, comprehensive business and financial planning advice. It needs to be on target and come from people you know and trust.

At Bentleys Wealth Advisors, the focus is on your objectives, including your personal and, if applicable, business situation. Once we identify your needs we then follow a defined process and structure to develop the right strategy, tactics and solutions that can be measured against your goals over time.

5 Reasons Why You Should Choose Us

You can trust our team of accountants and financial advisors to help you meet your goals in a manner that is efficient, holistic and tailored to meet your expectations. We will:

  • Make it easier for you to complete all your personal financial goals
  • Simplify your finances so you are in control, and can stay in control
  • Help you make smart financial decisions
  • Provide you with understandable, reliable, valuable and timely communications and reporting
  • Offer you the best customer service and integrated solutions to meet all your financial needs