Why Bennett McLeod
At Bennett McLeod Capital, our personalised approach has been designed to deliver flexibility, control and the maximum level of choice to our clients.
Personalised Strategic Advice
We work together with our clients to:
- Use their cashflows to create real wealth;
- Review their existing assets and structures to ensure optimal tax efficiency;
- Provide clear and concise strategies in relation to superannuation, pre-retirement, retirement and redundancy;
- Provide advice on the set up and management of Self Managed Superannuation Funds;
- Navigate the complexity of Estate Planning
- Assist with the financial implications at entry to aged Care facilities.
When necessary we draw upon a panel of trusted external specialists to complement our skills.