Speak with a local Melbourne financial adviser with over 35yrs experience

Book your free 15‑minute Retirement & Wealth Assessment.

You’ve worked hard to build your super. But is it working hard for you?

Whether you’ve never worked with an adviser or had a poor experience in the past, we offer something refreshingly different: relationship-first advice with no hidden agendas, commissions, or product pushing.

We’ll review your super & investments, discuss your goals, and share your next best steps — with no pressure or commitment.

At Bensons Wealth, we help people like you:

Turn income into future freedom
Plan for a confident, not just comfortable, retirement
Understand your options in plain English
Avoid unnecessary risk or regret

Your email is secure. We don't send spam. We provide valuable insights to help you feel more financially confident.

Why choose Bensons Wealth for financial advice?

Expertise You Can Trust

With over 35 years of experience in financial planning, we’ve helped 3000+ Australians develop tailored strategies to achieve their financial goals.

Independent Financial Planners

Our financial planning firm works solely for you. Our fee-for-service model ensures unbiased advice with no commissions or product push.

Simple, Actionable Wealth Strategies

No complexity, no jargon, just clear advice customised to your unique financial circumstances and lifestyle goals.

The 3 step process our financial advisors undertake

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

1. Understand Your Current Situation
Together, we’ll assess your financial standing, identify your goals, and build an understanding of your opportunities.

2. Pinpoint Your Financial Gaps

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

3. Implement Your Action Plan

Receive a clear, step-by-step strategy designed to grow and protect your wealth with ongoing support to adapt as your life evolves..

Your initial consultation with Cameron Smith

When you request your 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 financial planning concerns
Learn about your lifestyle goals
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 Melbournians 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 one of Melbourne's best certified financial planners?

Request your initial consultation below. Cameron Smith will personally call you to understand your situation and explore how we can help.