Protecting Your Future

Financial Planning & Wealth Management

We provide tailored solutions to protect and grow your wealth, ensuring a secure future for you and your loved ones.

Contact Us Meet the team

Empowering your financial journey

We're dedicated to guiding you through every stage of your financial journey, from building wealth to preserving it for generations to come.

Achieve your financial goals, secure your future

Our financial planning experts will help you take control of your finances and:

  • Develop personalised financial strategies to meet your unique goals
  • Navigate volatile markets with confidence through customised investment strategies
  • Build a diversified portfolio to maximise returns while managing risk effectively
  • Optimise tax efficiency and explore opportunities for savings
  • Implement effective wealth preservation strategies, including insurance and estate planning

Invested in your growth

We offer a holistic approach to securing your financial future, providing a range of services including:

  • Expert investment advice to capitalise on market opportunities while mitigating risks
  • Comprehensive wealth protection through personalised insurance plans
  • Estate planning services to ensure your assets are distributed according to your wishes
  • Guidance on Centrelink pension eligibility and entitlements
  • Assistance with estate administration and structuring of trusts and companies for wealth preservation

Let's secure your future 

Ready to take the next step towards securing your financial future? Contact us today to explore tailored financial solutions and comprehensive wealth management services, guided by expert advice.

Talk to us today

Resources

With a robust history of providing top-tier services, Bentleys combines deep industry knowledge with innovative practices to help clients navigate complex business landscapes.
Explore all resources
Simon Barwick

Building Wealth With Expert Guidance: How A Financial Planner Can Help

Financial planning is a client-centric process that aligns personal goals with strategic financial decisions. It

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Responsible And Ethical Investing For Your Financial Future

What is ethical investing- and is it something you should consider? Where you invest may

Jas Grewal, Simon Barwick

Financial Planning Through Life

Financial planning is an effective tool to manage your personal finances effectively over various stages

Jas Grewal

Financial Planning For Aged Care

The financial challenges that come with aged care can catch families off guard. This article

Why our clients love working with us

See what our clients are saying about working with Bentleys.
My family have been with Bentleys for over 30 years. We have been very happy with their service, support and advice.
Family Group
We greatly appreciate the advice and assistance so capably provided by Bentleys. It's comforting for us to preserve the continuity that now stretches back over four decades.
Leigh and Christine, SME Business Owners
Over 41 years of association with Bentleys, I have never had one problem with them. They have always been most helpful and delivered a first class job for us.
Family Group

Frequently Asked Questions

Our financial planners work closely with you to understand your unique financial situation and goals. We develop personalised strategies to help you build and protect your wealth, navigate volatile markets, and optimise tax efficiency. Our comprehensive approach includes investment advice, wealth protection through insurance, estate planning, and guidance on government entitlements. Whether you’re looking to grow your wealth, plan for retirement, or preserve your assets for future generations, we provide expert guidance for every stage of your life.

We recommend reviewing your financial plan at least annually, or whenever you experience significant life changes such as marriage, having children, changing jobs, or approaching retirement. Regular reviews ensure your financial strategy remains aligned with your evolving goals and adapts to changing market conditions. Our team provides ongoing support and adjusts your plan as needed to keep you on track towards achieving your financial objectives.

At Bentleys, we take a holistic approach to wealth management. We don’t just focus on investments; we consider all aspects of your financial life, including tax optimisation, risk management, estate planning, ethical investing and retirement strategies. Our team of experts works collaboratively to provide comprehensive solutions tailored to your unique situation. We pride ourselves on building long-term relationships with our clients, providing ongoing support and adjusting strategies as your needs evolve over time.

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