Building Wealth Wisely

Our clients get the very best advice, including portfolios that allow them to select from products already assessed, screened and recommended for their solidity and investment returns, and a customised private wealth management service for large portfolio investors.

We have adopted a leading portfolio management system. OneAnswer allows your adviser to consolidate all of your investments, be they shares, fixed interest, debentures and managed funds into one place for closer analysis, management and simpler administration. This integrated portfolio management service gives you access to a wider range of wholesale funds and makes tax reporting more effective, an essential tool for any large portfolio investor.

We are part of the ING adviser network. ING's experience at the top spectrum of investing gives our clients not only a superior level of investment options, but allows us to benchmark our service quality alongside the world's top financial advisers.

With access to research from major domestic and international research houses such as Morningstar, Moody's Investor Services, Fitch Ratings, Standard & Poors, Mercers and Axis Ratings, Bennetts has excellent resources for managing portfolios large or small.

This information allows us to target and monitor the products that best meet your investment strategy, including managed funds, direct equities, bonds and debentures the world over.

We provide this information in specially written reports on your existing and new investments. We keep you updated via emails, our website, newsletters, regular portfolio reviews and special client seminars and events.

Private Wealth Management is an enhanced specially tailored solution for clients who have large portfolios or trusts and need preferential service.

The Portfolio Investment Service is for clients who have average sized investment portfolios and want access to a simple-to-operate solution using a smaller range of quality investment products.