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