Planning and structuring
Bennelong Private Wealth specialises in servicing
individuals who understand the value of appropriately planning and
structuring their financial affairs.
Our clients understand that the difference between good and bad
advice can run into the hundreds of thousands of dollars (or more)
over a lifetime. Our clients also understand that the Australian
regulatory environment is complex (eg taxation and superannuation)
and that significant training and experience is necessary in order
to provide good advice.
Our clients want to deal with an adviser who
is putting the interests of their clients first. They do not want
to deal with a product salesperson.
Our clients want investment advice which is appropriate to their
level of risk and their particular circumstances. They understand
that investment markets fluctuate and our clients want quality advice
through the ups and downs of investment cycles.
Your net worth
We have clients with assets in the tens of thousands
of dollars and those with assets in the tens of millions of dollars.
There are no asset limits placed upon the clients of Bennelong Private
Long term relationship
Our clients value a long term relationship with
their adviser. They would like to work with an adviser who can help
them achieve and maintain their desired lifestyle over the long