The Bensons Wealth life-first approach
With us, meaning comes before money.
Our unique
process helps you enjoy a richer life, without financial
constraints.
Unlock your ideal life, without losing sleep over money
At Bensons Wealth, life comes first. Our process reflects
that.
Every step helps you build an ideal life that’s not
held back by money.
Whether you’re new to financial
planning or have consulted other advisers but want to
know how we do things differently, here’s what you can
expect from working with us.
Step 1: Getting to know you
The first step is a complimentary discovery session. Our aim is to understand your current situation and the type of life you want. During the discovery phase, we use our ‘Four L’s Framework’ to address the aspects of life that most impact your finances:
Lifestyle
What kind of lifestyle do you want? Whether it’s simplicity and peace, a touch of luxury, or both, smarter financial decisions make all the difference.
Live
Where do you want to call home? You might want a treechange or a seachange, or to downsize after your kids leave home. We give you control over where you live.
Love
What do you love doing? Travelling, spoiling your grandkids, or giving to charity… Financial freedom lets you enjoy these activities on your terms.
Legacy
What kind of legacy do you want to leave? Whether it’s securing your children's future or paying for your grandchildren's education, let’s protect your assets and take care of your loved ones.
“The crew were extremely good from day one… (The most important thing for me) was having faith in someone. When we had the first phone call, I felt comfortable.”
Geoff and Pam
Step 2: Building your financial plan
After we get to know you, we’ll build a financial plan based on your needs and goals. Your plan aligns all elements of your finances to unlock the life you want.
Debt
Debt causes a lot of sleepless nights. We’ll help you pay down bad debts and use the good ones to your advantage.
Income
We’ll maximise your money and get it working hard for you, so you can use your cash flow to create wealth faster.
Tax
Tax is one of your largest expenses, so a solid strategy is crucial. We can put more cash in your pocket and less in the Government’s.
Retirement
Retirement should be something you look forward to - not something you worry about. We’ll help you enjoy your golden years, without being held back by money.
Investments
Unsure what to invest in? We’ll align your investments to your goals, and avoid unnecessary risk.
Protection
Growing your wealth isn't the only important part - you also need to protect it. Our plan keeps your money safe, both for yourself and future generations.
“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
Step 3: Ongoing service and optimisation
Now it’s time to put your financial plan into action. Our team will implement everything on your behalf, continually monitor your progress, and make changes to keep you on track to reach your goals. This includes:
Concierge team
You won't have to lift a finger. We take care of all the paperwork, implementation, and follow-ups, handling absolutely everything for you.
Unbiased advice
Receive impartial advice from a qualified financial planner whenever you need, with no kickbacks or hidden agendas.
Ongoing optimisation
As your life changes, so should your financial plan. We continuously monitor and adjust your plan to reflect your evolving needs.
Clear communication
We avoid jargon and complicated terms, explaining everything in plain English. This ensures you feel confident and fully understand your plan.
Financial modelling
Visualise your financial progress with our ‘Am I Ok?’ index and other tools to see exactly where you stand and make informed decisions.
Regular updates
We keep you informed and on track, with monthly check-ins, quarterly health checks, and bi- annual progress reviews.
“We are kept up to date of any changes and meet regularly to make sure the actions put in place still fulfill our requirements…
We have been very happy with the way the business has handled our finances and would highly recommend their service to others.”
Karyn