Financial advice that paves the way for your best life
We’re all about growing and protecting your money for your ideal future.
We understand your life is more than numbers on a spreadsheet. So we don’t just celebrate if your share price doubles or your superannuation outperforms the average.
Whether that’s:
Passive income that gives you more freedom
Wealth growth so that you can retire early
Creating a plan that helps you feel confident in retirement
You deserve financial advice that paves the way for your best life.
Know more about usMoney is just a number on a piece of paper. It’s what you do with it that counts.
Are you worried about running out of money in retirement, instead of spoiling your grandkids? Spending your holiday in your living room, when you’d rather be somewhere sunny? Dreaming of paying off your mortgage early and owning your home outright?
You tell us what your ideal future looks like.
Then, we build a financial plan to get you there.
10 Years
Average length of time clients stay with us
3,000+
Aussies we’ve provided financial advice
$230+ Mill
Funds under management (FUM)
Cover all aspects of your financial plan
Financial planning involves many moving parts and everyone is different. Simply ‘paying less tax’ or ‘sorting out your super’ is not enough on its own. We give you a dedicated financial adviser who ensures all elements of your finances work together to build the life you want.
Grow your money
Investment advice to maximise returns
Property investment or paying down your mortgage
Account types & asset diversification for lower risk
Financial modelling to see if you’re on track
Protect your wealth
Managing and reducing your debts
Paying less tax and maximising your income
Insurance advice and income protection
Live financially free
Cash flow planning for freedom of choice
Income optimisation for your dream retirement
Estate planning and leaving a legacy
Grow your money
Investment advice to maximise returns
Property investment or paying down your mortgage
Account types & asset diversification for lower risk
Financial modelling to see if you’re on track
Protect your wealth
Managing and reducing your debts
Paying less tax and maximising your income
Insurance advice and income protection
Live financially free
Cash flow planning for freedom of choice
Income optimisation for your dream retirement
Estate planning and leaving a legacy
Finally feel confident in your financial situation
We help you go from this...
Confused, stressed or overwhelmed about what to do with your money
Unsure how to grow your wealth through investments
Scared you’re in over your head with debt
Worried you’ll run out of money in retirement
Wondering how to maximise your superannuation
Dreaming of leaving a legacy to your kids and grandkids
To this...
Spending money on what you love
Make your best life possible
A smart plan to pay off debt faster
Enjoying your dream retirement and feeling financially confident when you get there
Making sure you have enough super for retirement
Having peace of mind that your kids and grandkids will be looked after
We help you go from this...
Confused, stressed or overwhelmed about what to do with your money
Unsure how to grow your wealth through investments
Scared you’re in over your head with debt
Worried you’ll run out of money in retirement
Wondering how to maximise your superannuation
Dreaming of leaving a legacy to your kids and grandkids
To this...
Spending money on what you love
Make your best life possible
A smart plan to pay off debt faster
Enjoying your dream retirement and feeling financially confident when you get there
Making sure you have enough super for retirement
Having peace of mind that your kids and grandkids will be looked after
An independent, family-owned firm who works for you
Unlike other financial advisers, we’re not owned by a bank. And we don’t get kickbacks or commissions for recommending specific products. We are an independently-owned financial advice firm. Our director Cameron has built a 35-year track record by focusing on what works. With a strict reliance on evidence-based methods, you’ll gain greater control over your money and the freedom to make smart decisions.
An independent, family-owned firm who works for you
Unlike other financial advisers, we’re not owned by a bank. And we don’t get kickbacks or commissions for recommending specific products. We are an independently-owned financial advice firm. Our director Cameron has built a 35-year track record by focusing on what works. With a strict reliance on evidence-based methods, you’ll gain greater control over your money and the freedom to make smart decisions.
Proud members of
Your financial future is in safe hands
See our client stories3 simple steps to secure your ideal future
1. Free discovery session
Start with a quick 20-minute chat about your financial situation and goals. We'll find out where you want to be financially and identify any obstacles in the way.
2. Your financial plan
We'll put together a financial plan to help you make the most of your money, grow your wealth, and protect it over the long term.
3. Ongoing service
You'll receive progress reports, advanced financial modelling, and the assistance of our concierge team. We continually optimise your plan to hit your financial goals.
1. Free discovery session
Start with a quick 20-minute chat about your financial situation and goals. We'll find out where you want to be financially and identify any obstacles in the way.
2. Your financial plan
We'll put together a financial plan to help you make the most of your money, grow your wealth, and protect it over the long term.
3. Ongoing service
You'll receive progress reports, advanced financial modelling, and the assistance of our concierge team. We continually optimise your plan to hit your financial goals.
Frequently asked questions
What are your fees?
Our fees vary based on your situation and the services we provide. We charge an upfront fee for preparing your financial plan and an ongoing fee for continuous support, monitoring, and optimisation. Most clients pay these fees from their superannuation account. We work for you, not for commissions, and there are no lock-in contracts – you can leave anytime.
Do I need a financial adviser?
A financial adviser helps you build, manage, and protect wealth, ensuring you live the life you want in retirement. We prevent costly mistakes, optimise tax positions, and save you money. The key benefit is having a professional who monitors everything and keeps you on track.
Should I ask family and friends for financial advice?
Your family and friends mean well, but might not have the expertise to provide comprehensive financial advice. Our team is degree-qualified with decades worth of experience, so we can create a tailored plan that addresses all aspects of your financial life. We ensure your financial strategy is personalised, well-informed, and aligned with your long-term goals.
How much do I need to retire?
This depends on the lifestyle you want to live in retirement. You need to determine your living costs, location, and lifestyle preferences. Then, assess whether your assets can achieve and sustain that income goal. If you’re not on track, we can help you develop strategies to get there. If you are on track, we can help you optimise and reduce risks.
How much money do I need to work with you?
There is no minimum amount required to work with us. That being said, we only work with you if the benefits you’ll receive outweigh our fees. We tailor our services to your unique situation, whether you’re just starting to save and invest or already have significant assets.
What do I actually get as a client - do you just invest my money?
As a client, you receive a personalised financial plan tailored to your goals. This includes investment strategies, tax planning, retirement planning, debt management, and insurance advice. You’ll have support from a dedicated financial adviser and access to our concierge team for handling all paperwork and administration. We also provide regular check-ins, progress reports, financial modelling, and adjustments to keep your plan on track.
Am I a good fit?
If you fit into one of these two groups, we can help:
Planning for retirement
For example: You’re in your 50s or 60s and are preparing for retirement. You’re wondering when you can retire, how much you need, and how to reach it faster and safer.Building wealth
For example: You’re in your 30s or 40s, earn a good income, and want to build long-term wealth. You own your own home, have a mortgage, and are focused on growing your finances to fund your ideal future.
"Financial planning isn’t just for rich people. And it’s not something you should just ‘do yourself’ or rely on family and friends.
Studies show receiving financial advice can make you twice as confident you’ll have enough money for retirement. Plus, it can lead to stronger relationships with family and friends, improved mental health, and a better quality of life."
Cameron Smith
Director of Bensons Wealth
A few figures we’re proud of
Typical time clients stay with us
Aussies we’ve provided financial advice
Funds under management (FUM)
Combined experience of our team
10 Years Average length of time clients stay with us
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10 Years
Average length of time clients stay with us
3,000+
Aussies we’ve provided financial advice
$230+ Mill
Funds under management (FUM)
3,000+ Aussies we’ve provided financial advice
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
$230+ Million Funds under management
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
80+ Years Combined experience of our team
Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.