Protecting the financial future of the Cattermoul Family

When Moyra and John Cattermoul reached their well-deserved point of retirement, they required specialist advice to ensure that their transition was well mapped out and their financial future was protected.

John and Moyra were recommended to Bentleys by their lawyer who recognised that Bentleys has the skills, expertise, and most importantly – the commitment to personal service that the couple deserved. John and Moyra quickly felt very comfortable with the service that Bentleys offered.

The Bentleys’ team were quick to get up to speed on John and Moyra’s key priorities and talked to them one-on-one to navigate them through the process. We understood that retirement planning was of great importance, and focused on ensuring that we gave them the specialist advice they were seeking.

How can we help you?

The Bentleys team can help you to take control of your financial wellbeing. We provide financial solutions that are always in the best interests of our clients. 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

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.

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.

We know that the things you value – whether it’s your children’s education or the freedom to travel the world in your retirement – are unique to you. Our specialist advisors will listen to your needs and put together a portfolio tailored to meet your particular financial goals and life priorities.

Contact your local office

Hear what our clients have to say

Family businesses, SMEs, listed entities, professionals, individuals, not-for-profits and government agencies rely on us to deliver solutions that meet their needs. Their success is our passion.

 

We trust Bentleys and have no hesitation recommending Bentleys to others.

John Cattermoul Bentleys Client
NSW, SME, Bus Service, Leigh and Christine

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
Western Australia, Ind/Fam, Super, Anthony Barton

Your staff have always proven to be polite, well qualified and helped us remain comfortably compliant with the wide ranging and numerous changes to the personal superannuation landscape.

Anthony Barton Bentleys Superannuation Client