Retire with confidence
Get your personalised retirement assessment

Discover your personal retirement plan with Melbourne's trusted financial advisors.

You’ve worked hard. But have you done enough?
Most Australians approaching retirement don’t know if their assets will last the next  20–30 years. Our wealth advisers deliver clear answers, tailored analysis, and a strategy to help you retire with confidence.
  • Personal Consultation with Director Cameron Smith
  • Trusted by Melbourne Families for Over 35 Years
  • Independently Owned & ASIC-Licensed — Fee-for-Service, No Commissions
  • Available for In-Person Consultations in Melbourne
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Your email is secure. We don't send spam. We provide valuable insights to help you feel more financially confident.

The retirement clarity most Australians lack

  • Will your assets generate sufficient income for 20-30 years of retirement?
  • Can you maintain your desired lifestyle without returning to work?
  • How do market fluctuations impact your retirement timeline?
  • What specific annual income will you need to feel financially secure?
Generic online calculators provide estimates. We deliver personalised financial analysis.

A comprehensive retirement analysis approach

Our 3-Step Process

As a leading retirement financial adviser Melbourne practice, we follow a proven three-step approach:

1. Calculate Your Real Numbers

So you know exactly what you’re aiming for, based on your specific lifestyle and goals.

2. Gap Analysis

We’ll show you exactly where you stand today, what needs to happen – and if you’re on track.

3. Clear Action Plan

With practical, personalised steps (no jargon or pressure).

Your initial consultation with Cameron Smith

When you request your retirement assessment, Cameron Smith, Director and Partner at Bensons Wealth, will personally call you for a brief consultation to understand your situation and determine if our life-first approach aligns with your needs.
During the initial call with Cameron, you will:
  • Understand your current retirement planning concerns
  • Learn about your lifestyle goals and retirement timeline
  • Explain how our unique Four L's Framework (Lifestyle, Live, Love, Legacy) works
  • Determine if there's a mutual fit for a comprehensive discovery session
If we're aligned, Cameron will arrange your complimentary 45-minute discovery session - either in-person at our Melbourne office or via secure video conference.

Why Melbourne retirees choose Bensons Wealth for their financial advice

Your financial future is in safe hands

See our client stories
"I feel in control"
“It’s only been a year since I first saw the team at Benson’s, but I feel in control of, and more confident about my financial future.”
Pam Evans
"A brilliant financial plan"
“We went to other financial advisors who seemed to only want our money and did not care for us. At Bensons, Eden and his colleagues set us up with a brilliant financial plan which means that we feel secure for the rest of our lives.”
Kimberleigh
"This is the place to turn to"
“I wouldn't trust anyone else with my money. If you need help, this is the place to turn to. 👍”
Steve Ellis
"I would have no hesitation"
“I would have no hesitation in recommending Bensons Wealth to other family members and friends.”
Gerard Luscombe
"Excellent financial advisers"
"These are excellent financial advisers with some very good strategies to plan for your retirement which comes around much sooner than you expect.”
Stephen Lucas
"Great advice and options"
"Happy with their service, get great advice, options, they explain anything I don't understand and yes I would recommend this company.”
Monica Martinez
"Advice has been invaluable"
"Advice has been invaluable in that my super fund continues to grow even though I am retired.... All the Benson's staff I have had contact with have been very friendly and knowledgeable.”
Brian Evans
"I feel confident"
"Chris has been great to liaise with. He listens and communicates very effectively. I feel confident with the management and ongoing support with which my circumstances and needs are handled. Highly recommended."
 Leisel
"We couldn’t be happier"
"We always have a clear understanding of how our financial situation is. Chris is very professional and goes over and above to help me understand everything. We couldn’t be happier."
 Wendy Davies
"We are now confident "
"As we headed towards retirement and having no plan, we approached Bensons for financial advice. Cameron and his team made us so feel so comfortable as we discussed our future goals. A plan was put in place for us and we are now confident that we will meet our financial goals to be able to enjoy our retirement.
I highly recommend Bensons to anyone who is planning for a secure future"
 Angela Faraguna
"They have listened to our needs "
"My husband and I have been using the advice given in regard to managing our money and more recently retirement for many years...

They have listened to our needs and have answered our questions fully and in language that we can understand...

We have been very happy with the way the business has handled our finances and would highly recommend their service to others."
 Karyn Callaway
"Increased my confidence"
"Your ability to explain complex financial concepts in a clear and understandable manner is particularly commendable. This has not only increased my confidence in the decisions l make but also enhanced my overall financial literacy.... 

Furthermore, your responsiveness to my queries and proactive approach in monitoring and adjusting my portfolio have been very reassuring."
 Maree Murone
"I don't have to worry about my retirement"
"I have been a customer for over 30 years and believe that the staff have very good knowledge...  Over the years, they have keep me informed about my portfolio and how my superannuation has progressed...
I don't have to worry about my retirement"
 Errol David
"Great advice. Personable team"
"Great advice. Personable team with access to relevant and contemporary advice in their field"
 Marilyn Kearney
"Excellent over the years."
"The whole team has been excellent over the years and would recommend them to anyone. There professionalism is hard to fault"
 Geoff Fisher
"Highly recommend"
"The team at Benson have been looking after me for a long time in a very professional and friendly way .
Highly recommended…."
 Dom Pouzet

Ready to speak with with Melbourne's most trusted retired financial advisor?

Request your initial consultation below. Cameron Smith will personally call you to understand your situation and explore how we can help.
Google BOF Form
Your email is secure. We don't send spam. We provide valuable insights to help you feel more financially confident.