Integrity and Trust are the key values we base our service upon. Our advisers maintain a close working relationship with our clients and each adviser is supported by a hand-picked team of dedicated professionals.
Bennett McLeod Capital's team will together, provide advisory services designed to help you create, manage and protect your wealth.
Comprehensive Strategic Financial Advice and Wealth Management
- Self Managed Superannuation Funds - Investment analysis and portfolio construction
- Retirement Planning - including superannuation and pension income stream and transition to retirement advice
- Aged Care - Advice regarding entry into permanent residential aged care, including advice regarding the upfront accommodation deposit and the ongoing care fees which are applicable.
- Wealth Creation - including advice in direct equities, new floats, placements and structured products.
- Personal Risk Management
- Estate Planning - Although we provide estate planning advice as part of or incidental to the provision of financial planning advice, we can arrange to provide access to specialist estate planning services, where required
- Business Succession Planning
- Redundancy and Retrenchment Consulting
- Also, we can facilitate the purchase of direct equities through a number of reputable stockbrokers.