We are Perth-based and privately owned and operated by the financial advisors who work in the business. We have our own AFSL license which means we are able to provide the advice and services that our clients really need.
Our clients are either high income earners wishing to build a substantial asset base to support their desired lifestyle or they have already built the asset base and seek our guidance to optimise and protect that wealth.
Our measure of success isn't however the dollar based wealth of your family but the richness and broadness of the life you live.
It's about relationships, growing as individuals and adding value through contribution.
We believe we can only deliver on this with a small number of clients per advisor and this is much lower than the industry average.
We still have capacity but we aren't for everyone so if you would like to talk to us about whether we are right for you and you are right for us then please reach out.
Where we aren't right for you we generally know who is.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Perth, Western Australia, West Perth,wa,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bennettwealth.com.au
- Keywords
- Financial Advice, Tax Reduction & Minimisation, Loan Repayment Strategies, Self-Managed Super Funds, Investment Loans, Property Loans, Employee Share Plans, Interest Rate Negotiation, Trusts, Business Start-Ups.
- HQ
- West Perth, WA
Bennett Wealth Group Questions
Bennett Wealth Group's website is bennettwealth.com.au
Bennett Wealth Group's LinkedIn profile is https://au.linkedin.com/company/bennett-wealth-group
Bennett Wealth Group has
8 employees.
View email and phone details for 8
employees at Bennett Wealth Group.
Bennett Wealth Group's industry is
Financial Services
Bennett Wealth Group's top competitors are
Private Wealth Network,
Futureflip,
Buildskills Australia,
National Technical Services Pty. Ltd.,
Precise Air Group,
Bennett Wealth Planning,
Bennett Wealth,
Luna Property Maintenance,
Significant Advice Network,
Venture Uwa.
Bennett Wealth Group's categories are Financial Services
Bennett Wealth Group's founding year is 2010
