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

Our focus was on performance: Debt down. Investments up.
Making sure you had enough for retirement. Our clients did very well money-wise, but it wasn’t enough. We wanted them to live richer and more fulfilling lives, instead of just being richer on paper.

That’s when we moved to a ‘life first’ approach. We still have a strong focus on maximising your wealth… but we get to know your life, goals and values first, before looking at the money.

This approach has seen clients stick with us for 10 years on average, and we’ve helped 3,000+ Aussies create financial plans for their ideal futures.

We help you feel confident and in control of your financial future

Do you feel confused by all the conflicting financial advice out there today? Some of it comes from friends and family (even though they mean well). Some comes from books, articles, and the internet. And some of it comes from people in the finance industry.

We believe all Aussies deserve to feel confident and in control of their financial future. Our team provides expert, independent financial advice, tailored to your unique goals and life. With a focus on proven methods, you’ll get a plan to make the most of your money - while avoiding the costly mistakes and investment traps many people fall into.

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.

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.