Grow and preserve your money for true financial independence

Bensons Wealth is proudly independent, family-owned, and free from bank ownership or product commissions, ensuring our only focus is your financial success. With over 35 years of expertise, we take a bespoke approach, crafting strategies to help you achieve financial independence and long-term security.

Our proven methods minimize risk, maximize returns, and optimize outcomes, providing confidence in your financial future. With clients staying with us for an average of over 10 years, we’ve built a reputation for trust, care, and results-driven advice.

Yes, we can review your current financial plan to identify areas for improvement. Many clients seek a fresh perspective to ensure their strategy aligns with their evolving goals.

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. At Bensons Wealth, we work exclusively for you—free from commissions—and there are no lock-in contracts. If you’re not completely satisfied, you’re free to leave at any time.

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.

While family and friends often mean well, they may lack the expertise to provide the comprehensive advice needed to navigate complex financial decisions. At Bensons Wealth, our team is degree-qualified with decades of experience, ensuring we deliver tailored plans that address every aspect of your financial life. Our advice is personalized, well-informed, and designed to align with your long-term goals—offering the professional guidance your future deserves.

The amount you need to retire depends on the lifestyle you envision. Factors like living costs, location, and personal preferences play a key role. The next step is to assess whether your current assets can achieve and sustain that income goal.

If you’re not on track, we can help you develop strategies to bridge the gap. If you are on track, we’ll work with you to optimize your plan and reduce risks, ensuring your retirement is as secure and fulfilling as possible.

We work with clients who can benefit significantly from our services. While there is a minimum required to partner with us, our focus is on ensuring that the value we deliver exceeds the cost of our advice. We suggest getting in touch to discuss your options and determine if we’re the right fit to help you achieve your financial goals.

Our services go far beyond simply investing your money. As a client, you receive a bespoke financial plan tailored to your unique goals and circumstances. This includes comprehensive strategies for investments, tax optimization, retirement planning, debt management, and insurance.

You’ll work with a dedicated financial adviser who provides expert guidance and ongoing support, as well as access to our concierge team to handle paperwork and administration. Additionally, we conduct regular check-ins, deliver detailed progress reports, and use advanced financial modelling to ensure your plan stays on track and evolves with your needs.

We work with individuals who fall into one of these two groups:

1. Planning for Retirement
You’re in your 50s or 60s, preparing for retirement, and looking for clarity on key questions like:

• When can I retire?
• How much do I need?
• How can I reach my goals faster and with less risk?

2. Building Wealth
You’re in your 30s or 40s, earning a strong income, and focused on long-term financial growth. You may already own a home, have a mortgage, and want to strategically build wealth to fund your ideal future.

If this sounds like you, we can help create a tailored financial plan to achieve your goals.

This 20-minute conversation allows us to understand your financial situation, goals, and any challenges you may be facing. It’s an opportunity to explore how we can partner with you to craft a bespoke plan for achieving your ideal future.

We begin with your vision of the future, creating a tailored strategy to grow and protect your wealth. From there, we provide ongoing guidance, regular progress updates, and continuous plan optimization, ensuring your financial goals remain within reach.

No. At Bensons Wealth, we earn your trust through results and exceptional service. You’re free to leave at any time if you’re not completely satisfied—though we’re confident in our ability to exceed your expectations.

Your plan and investments will be regularly reviewed to ensure it evolves alongside your circumstances and remains aligned with your goals. We proactively adjust your strategy to capitalize on opportunities in taxation, superannuation, and investment markets.

We take an evidence-based approach, selecting investments that align with your goals, risk tolerance, and time horizon. Our focus is on building diversified, long-term portfolios that optimize returns while managing risk.