Bentleys Wealth Partners is a multi-award winning, dedicated professional team, supported by one of South Australia’s leading tax, accounting and advisory firm – Bentleys SA.
You can trust Bentleys Wealth Partners to help you meet your financial goals and objectives in a manner that is honest, efficient, holistic and tailored specifically to your individual and/or family needs.
While investment management and compliance are important, having a solid plan is the key to building wealth and financial security. Our dedicated team of wealth experts can assist you in identifying where to best direct your resources, manage risk and plan for or implement growth strategies.
Our approach is simple, yet steeped in both discipline and professionalism that has stood the test of time over the past 20 years that our advisers have been providing advice.
You will receive our seamless approach to strategy, advice and service, all designed with one objective in mind, to help you meet all your financial, business and lifestyle goals, needs and objectives.
We implement a comprehensive investment process to ensure that risks are carefully managed and portfolios are able to adapt to the ever-changing investment landscape.
Contact us today. We can help you get where you want to be.
Meet our team
Glenn Sterrey
Director, Head of Financial Advice
Bentleys South Australia
Nicky Dwyer
Senior Financial Adviser
Bentleys South Australia