Bennett Wealth Group

Bennett Wealth Group

Financial Services West Perth, Western Australia, Au 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

Bennett Wealth Group Overview

Headquarters
West Perth, Western Australia, Au
Industry
Financial Services
Employees
8
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Bennett Wealth Group

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.

Bennett Wealth Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Bennett Wealth Group Org Chart

Sample employees and titles
Name Title Contact
Stuart Webster Private Wealth Strategy Adviser/director at Bennett Wealth Group
Email
Shannon Bennett Senior Paraplanner at Bennett Wealth Group
View
Kieran Mcerlean Private Wealth Strategy Adviser
Email Phone
Mike Bennett Private Wealth & Business Advisory - Advising Those with Means to Build Businesses & Families That Flourish for Generations.
View

Employees by Management Level

Director 2 profiles
Senior / Lead 2 profiles
Individual contributor 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 2 2 1
Executive 1 1 0

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