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Financial Planning

Financial Planning

Protecting you and your family

In an uncertain economy, sound financial planning is critical to protect you and your family.
 
Tailored financial solutions to create wealth

 
Most people understand the concept of returns. Many don’t appreciate the risk they need to take to receive these returns. By managing your investments, we can reduce those risks to get you better returns.
 
We can help you create and accumulate wealth by:
 
  • developing a financial strategy
  • planning your investments
  • constructing a portfolio
  • planning your retirement
  • planning your superannuation and income streams
  • establishing your self-managed superannuation fund (SMSF)
  • managing your taxation
  • setting up your salary sacrificing
  • arranging risk and personal insurance
  • planning your estate
  • managing lending and debt.
 
Are you applying for a Centrelink pension?
 
If you’re applying for a Centrelink benefit, we can restructure your financial affairs to maximise your eligibility. If you’re already receiving a Centrelink payment, such as an age pension, we can make sure you’re receiving your maximum entitlement.  
 
Reduce your risk. Contact a Bentleys Advisor Bentleys today.

Talk To Your Bentleys Advisor

Glenn Sterrey

Director, Financial Planning, Adelaide, Adelaide, SA 08 8372 7900
Glenn leads the team at Bentleys Wealth Partners to provide unbiased and professional advice to those seeking to secure their financial futures.

Jannie van Deventer

Director, Business Services, Sydney, Sydney, NSW +61 2 9220 0706
Jannie is a Business Services Director, specialising in outsourced services for Australian subsidiaries and branches of overseas companies.

Leonie Taylor

Partner, Business Services, Brisbane, Brisbane, QLD +61 7 3222 9777
After joining Bentleys in 1979, Leonie was appointed associate in 1988 and admitted to partnership in 1991.

Leonie Taylor

Partner, Caloundra, QLD +61 7 5436 0300
After joining Bentleys in 1979, Leonie was appointed associate in 1988 and admitted to partnership in 1991.

Philip Rix

Managing Director, Financial & Corporate Advisory Perth, Perth, WA +61 8 9226 4500
“I’m excited about the opportunity to have a positive impact on the financial affairs of each and every one of my clients. It is enormously satisfying knowing that I have assisted them in some small way, whatever that may be

Michael Lavery

Director, Financial Planning, Melbourne, VIC 03 9018 4666
Michael is the Financial Planning Manager at McLean Delmo Financial Services.

Jennie Lynn

Client Director, Superannuation, Sydney, Sydney, NSW +61 2 9220 0741
Client Director Jennie Lynn leads the Sydney Superannuation division delivering clients expertise in Self-Managed Superannuation Funds (SMSF), retirement and financial planning.

Nick Gahan

Senior Financial Advisor, Perth, WA 9226 4500
I'm passionate about helping my clients to think about and to define their lifestyle and financial goals.

Craig Muchamore

Senior Financial Planner, Adelaide, Adelaide, SA 08 8372 7900
Craig provides independent wealth management advice to individuals who wish to take control of their financial wellbeing.