Your life, your choice
Our track record
$230 Million + FUM
We've helped manage and invest $230 Million of our clients assets.
1,000+ Clients
We've changed over 1000 lives - helping Australians just like you manage and build wealth for retirement.
100 Years Experience
Together we have more than 100 years of experience and specialist expertise in financial advice.
10 Year Average
On average our clients continue to work with us in excess of 10 years.
Your path to financial success
Our financial planning process makes it easier than ever to plan your finances, understand your retirement needs, and reach your goals.
1. Discovery
We chat with you and explore if we are able to help. These meetings are no cost, as we need to ascertain if we are a good fit together.
2. Plan for now and later
Your personal plan is a roadmap to your financial success. You’ll see exactly what you need to do now to make a significant difference for your future.
3. Take action, reach your goals
Your plan helps you make important financial decisions with confidence which means you’ll be well on your way to reaching your financial goals.
4. Work with your trusted advisor
Let us take care of the implementation, your life admin and provide trusted coaching on all of your financial matters.
Trusted by hundreds of households
We’ve helped more than 500 households build a financial plan that has helped them save more, get out of debt, and feel confident about their future.
Changed my life
Advice is always delivered with honesty. Importantly we both totally trust our adviser and any information he has given. Pleasure dealing with them and look forward to this continuing.
Paul
Melbourne, VIC
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Like a financial coach
Confident and trusting of the placement of my funds. Friendly, caring & holistic approach to needs. Available to speak to or quick email turn around re questions anytime..
Susan Tuohy
Melbourne, VIC
The Bensons difference
Clarity
We provide clarity around the things you need to plan for financially. The expected and unexpected
Insight
Insight based on education and experience. A team of experts to understand your personal situation
Partnership
A trusted advisor and partner to work together and plan for the future. Analyse options and the financial implications
Wealth made simple
Love it or leave it
We're confident you'll love working with us, so we have no lock in contracts
Free discovery meeting
Free first meeting to see if we are a good fit. No obligation, no pressure.
Achieve your goals
We've helped hundreds of Australians reach their dreams, and we're confident we'll help you too