Bennett Wealth Group

at PO Box 106, Perth , 6872 Australia

1. Computers & Technology
2. Consulting/Business Services

Effective investment, finance and tax planning advice. Changing lives through sound advice. www.bennettwealth.com.au

Description

An overwhelming majority of the financial planners in Australia are licensed by institutions and banks. Not us. We are Perth-based, privately owned and operated by the financial advisors who work in the business. Our focus is on developing personalised and very effective investment, finance and tax planning strategies. We charge fees for our services rather than rely on commissions from products. We have our own Australian Financial Services License. This gives us the flexibility to provide the advice our clients need rather than being restricted by an institutionally owned licensee. Importantly, our advisors are CERTIFIED FINANCIAL PLANNERS®. We actively manage our client’s affairs so they can focus on enjoying life and ultimately have choices. Choices about what job to take, whether to start a business, when to retire, whether to buy another property or invest in shares, or to take 3 months off and travel. The Compliance Bit.. The information and articles as well as the blogs provided on this page are general information/advice only and are not personal advice. The information/advice does not take into account any personal objectives, needs and situations of any individual/s as such prior to making any decisions regarding your investment strategy or acquiring a financial product, you should seek personal financial advice from an authorised adviser. The appropriateness of the information/advice should be considered on an individual basis and advice sought as to suitability. Bennett Wealth Group is a Corporate Authorised Representative of Bennett Financial Services Pty Ltd (ABN 26 142 752 225) Bennett Financial Services Pty Ltd holds an Australian Financial Services Licence and Australian Credit Licence No. 357917.

Company Rating

115 FB users likes Bennett Wealth Group, set it to 20 position in Likes Rating for Perth, Western Australia in Computers & Technology category

Summary

Bennett Wealth Group is Perth based place and this enity listed in Consulting/Business Services category. Located at PO Box 106 WA 6872. Contact phone number of Bennett Wealth Group: 08 9274 2888