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Financial freedom for life

We help people create financial plans and investment portfolios to reach financial freedom faster.

Your life, your choice

Retirement

Personalised plans to ensure a worry free retirement

Couple in Nature

Insurance

Protection and planning for those you care about

Young Family

Superannuation

Wealth building and superannuation strategies

Business Meeting

Debt

Utilizing good debt. Stripping bad debt

Vendor with products

Investments

Portfolio management, construction and investment strategies

Work From Home

Property

Wealth through property ownership

Family in the kitchen

Our track record

$230 Million + FUM

We've helped manage and invest $230 Million of our clients assets.

1,000+ Clients

We've changed over 1000 lives - helping Australians just like you manage and build wealth for retirement.

100 Years Experience

Together we have more than 100 years of experience and specialist expertise in financial advice.

10 Year Average

On average our clients continue to work with us in excess of 10 years.

Your path to financial success

Our financial planning process makes it easier than ever to plan your finances, understand your retirement needs, and reach your goals.

1. Discovery

We chat with you and explore if we are able to help. These meetings are no cost, as we need to ascertain if we are a good fit together.

2. Plan for now and later

Your personal plan is a roadmap to your financial success. You’ll see exactly what you need to do now to make a significant difference for your future.

3. Take action, reach your goals

Your plan helps you make important financial decisions with confidence which means you’ll be well on your way to reaching your financial goals.

4. Work with your trusted advisor

Let us take care of the implementation, your life admin and provide trusted coaching on all of your financial matters.

Trusted by hundreds of households

We’ve helped more than 500 households build a financial plan that has helped them save more, get out of debt, and feel confident about their future.

Changed my life

Advice is always delivered with honesty.  Importantly we both totally trust our adviser and any information he has given. Pleasure dealing with them and look forward to this continuing.

Paul

Melbourne, VIC

Like a financial coach

Confident and trusting of the placement of my funds. Friendly, caring & holistic approach to needs. Available to speak to or quick email turn around re questions anytime..

Susan Tuohy

Melbourne, VIC 

The Bensons difference

Clarity

We provide clarity around the things you need to plan for financially. The expected and unexpected

Insight

Insight based on education and experience. A team of experts to understand your personal situation

Partnership

A trusted advisor and partner to work together and plan for the future. Analyse options and the financial implications

Together, let's start investing in the life you want

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Wealth made simple

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Love it or leave it

We're confident you'll love working with us, so we have no lock in contracts

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Free discovery meeting

Free first meeting to see if we are a good fit. No obligation, no pressure.

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Achieve your goals

We've helped hundreds of Australians reach their dreams, and we're confident we'll help you too

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