Hi, we’re Bensons Wealth
A team of qualified financial advisers with 80+ years of combined experience.
We help you get the most out of life with your money.

Back when Bensons Wealth began…

We started out like any other financial planner
In the early days, our focus was simple: performance. Reducing debt. Growing investments. Ensuring our clients had enough for retirement. And while our clients thrived financially, we realized it wasn’t enough. Wealth on paper didn’t always translate to richer, more fulfilling lives.
That’s when we embraced our ‘life-first’ approach. While we still prioritize maximizing your wealth, we begin by understanding your life, goals, and values. Only then do we craft a financial plan that aligns with what truly matters to you.
This shift has built enduring relationships, with clients staying with us for an average of 10 years. To date, we’ve helped over 3,000 Australians create financial plans that support their ideal futures—and their ideal lives.
We help you feel confident and in control of your financial future
Are you overwhelmed by conflicting financial advice? Whether it’s well-meaning input from friends and family, endless articles and books, or opinions from the finance industry, it’s hard to know what to trust.
At Bensons Wealth, we believe every Australian deserves to feel confident and in control of their financial future. That’s why we provide expert, independent advice tailored to your unique goals and circumstances. By focusing on proven strategies, we create a plan that maximizes your wealth while helping you avoid costly mistakes and common investment traps.
With us, you’ll gain the clarity and confidence to take charge of your financial journey.

About us
What we are
Qualified - Our advisers are trusted to manage over $230 million worth of funds for our clients.
Experienced - Leverage the expertise of a team with more than 80 years of combined industry experience.
Evidence-based - Sometimes ‘boring’ works best. We focus on blue chip, results-driven methods that are proven over the long term.
Honest - If we can’t leave you better off financially, we’ll let you know upfront.
Friendly - We’re real people too. A family business with family values.
What we are not
Biased - No kickbacks or commissions. We only recommend what’s in your best interest.
Owned by a bank or super fund - We’re privately owned, so you get tailored advice you can trust.
Confusing - No jargon. Just simple explanations so you feel in control of your money.
‘One-size-fits-all’ - Say goodbye to cookie-cutter financial advice, we provide a financial plan tailored to your goals.
Box-tickers - Don’t just sign a yearly letter. Get a dedicated advisor and team who regularly monitor and work toward your goals.
Meet the team
A team of qualified financial advisers with 80+ years of combined experience.
We help you get the most out of life with your money.
Leadership Team


Advisory Team



Support Team



