Secure your future for you and your family

In an uncertain economy, with volatile investment markets and ever-changing superannuation rules, sound financial planning is critical to protect you and your family now and in your retirement.

Whether you need financial planning, wealth creation or wealth management advice, we can help you by:

  • Developing a financial strategy
  • Recommending investments strategy
  • Constructing a portfolio
  • Managing your taxation
  • Setting up salary sacrificing
  • Arranging risk and personal insurance
  • Managing lending and debt.

With longer life expectancies, it’s important to start your financial planning early and prepare for the possibility of a long retirement. We can help you by:

  • Planning your superannuation and income streams
  • Establishing your self-managed superannuation fund (SMSF)
  • Advising on life insurance and superannuation
  • Advising on Centrelink pension eligibility.

Is your estate in order? Bentleys’ specialist advisors can help you manage your estate by:

  • Establishing an estate plan
  • Planning and managing assets transfer
  • Preparing Wills and powers of attorney
  • Resolving family disputes
  • Appraising family wealth
  • Administering deceased estates
  • Forming and structuring companies
  • Forming and structuring managed investment trusts and family trusts.

 

 

 

 

 

 

Some of these services must be performed by an Australian Financial Services Licence holder or through an authorised representative. Your closest office can direct you to the correct advisor.

Protect your assets and achieve your wealth goals. Contact a Bentleys advisor today.

Contact us. Let us help you achieve your goals.

The information provided by Bentleys  does not constitute financial product advice and is for general information only. It is written without taking into account any individuals personal objectives, situation or needs, and is not intended as professional advice. Any person acting upon such information without receiving specific advice, does so entirely at their own risk. Please contact your Accountant to discuss your personal situation before relying on this information.

Resources and examples of our work

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 Clients, NSW

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