Bennelong Private Wealth Pty Ltd

Bennelong Private Wealth is a specialist tax structuring and financial planning practice which provides independent and unbiased advice to individual clients.

Our services could help you
• to be financially better organised
• to improve your investment returns
• to reduce your tax liabilities
• to better manage financial risk
• to avoid running out of money
• to achieve and maintain your desired lifestyle

Experience and Qualifications
Bennelong Private Wealth was established by Bill Raffle after 23 years with KPMG. Bill was a KPMG tax partner for seven years, head of KPMG Australia’s managed funds tax practice and head of KPMG Australia’s financial planning practice.

Clients of Bennelong Private Wealth benefit from the unique dual tax and financial planning experience and qualifications of Bill Raffle, B.Com (UNSW), M.Tax (Syd), FCA, Certified Financial Planner and CA-Specialist in Financial Planning.

Independent and Unbiased Advice
Bennelong Private Wealth provides completely independent, impartial and unbiased advice. We have no ownership links to product providers and we retain no commissions nor other benefits from product providers. We are paid only by our clients and are not product salespeople.

Free up front meeting
We offer a free upfront meeting to determine whether there is a match between your needs and our service offering.