Beresfords Wealth Management
201 Miller Street, North Sydney, New South Wales 2060
About the Business
Welcome to Beresfords Wealth Management, located at Suite 3, Level 2, 201 Miller Street, North Sydney, Australia. As an establishment specializing in finance, we are dedicated to helping you live your best life experience.
At Beresfords, we understand that your finances play a crucial role in achieving the lifestyle you desire. That's why we collaborate with you to ensure that your finances serve as a vehicle to reach your goals. We act as your guiding light on your journey to financial freedom, providing experienced financial guidance every step of the way.
We believe that it's not just about solving your money problems; it's about creating a strategic plan that brings your dreams to life. With our personalized and bespoke financial solutions, we tailor our services to your unique goals and circumstances. Our team of experts offers well-informed lifestyle choices and wealth creation management, making complex financial problems simple.
Rest assured, we are right by your side, educating and empowering you with expert leadership. Our goal is to remove fear and provide clarity and control over your financial future. We see potential in every individual and aim to make a positive and tangible difference in people's lives.
Did you know that 75% of Australians have made no plans to achieve their dreams? Unfortunately, this often leads to unsatisfactory results. At Beresfords Wealth Management, we will never propose a solution that we wouldn't be happy with for ourselves. We have absolute confidence in our advice, and we approach your life plan with the same care and dedication as our own. With us, you can expect every piece of information to be presented in an easy-to-understand manner, backed by meaningful detail.
Imagine facing your financial fears together. As the saying goes, "Individually, we are one drop. Together, we are an ocean." Let us be your partner on this journey towards financial peace of mind.
Contact us at Beresfords Wealth Management to share your vision with people who will nurture your life plan like it's their own. We are driven by a genuine passion to help you succeed. Our Financial Planners will take the time to listen to your priorities and create an ideal map based on what matters most to you.
Remember, whatever you want to do, however you want to live, and wherever you want to be, you need a holistic financial plan to get there. Trust us to shine a light on what's possible and guide you every step of the way.
Beresfords Wealth Management Pty Ltd. is a corporate authorised representative of Blicensed Pty Ltd., AFSL No. 318930.
Photos
Contacts
201 Miller Street, North Sydney, New South Wales 2060, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"As a business owner, I’ve encountered many so called professionals over the years that when the rubber hit the road, we’re just regurgitating generic blurbs that I could’ve read myself on the internet. The difference with James was that the advice he gave me was backed up with life of experience both personal and professional. Like talking to any competent professional, their broad experience means they can cut through the fat and know what you’re about to ask almost the minute you open your mouth, but also multiple approaches or solutions and advice on which of those might be best for you personally. Backed up with anecdotes of real life examples, experiences and results. He was able to communicate with me in a way that made sense to me. I’m sure he would communicate with someone else in a completely different way that was more suited to them and therefore more effective. Therefore, I’d say they are well suited to a broad range of clientele. The whole team at Beresford have been both competent and a pleasure to deal with (unlike some organisations where the back of house doesn’t meet up to high standard set at the front of house). Our money invested at Beresford has been returned and them some with the payoffs of multiple examples of effective advice that we’ve been given by them over the years. There’s no doubt out our business is in a better position now than it would’ve been having not engaged them. I’d recommend any other business owner looking for a “ROI” approach to the financial advice they’re looking for consider James and his team at Beresford’s and get a proven financial adviser in their corner ASAP."
"James and the team at Beresfords are our go to financial advisors. Having first approached them to get some stand-alone advice after the birth of our first son, we've since then developed a now long term relationship, that means they're now our first port of call before making any major financial decisions. Over the years, they've provided us with impartial third party advice with our portfolio of investment properties when we've been "stuck" and were able to show us which ones were more sentimental than numbers driven and give us clear options with calculations of where our capital could be better utilised. My wife and I recently let go of a couple of slow moving investments to roll over into an upgrade of our own family home. James and his team gave us practical and balanced advice based on our current life circumstances that took into account not just the numbers but our specific "quality of life" requests and requirements. The tax saving we've made in the last year alone based on the advice, easily cover any fees for his services not only for the planning meeting, but for life! We've gone on to requests their assistance for all the things we referred to as "adulting" that after years of being neglected, were suddenly moved up in the priorities list after the birth of our first child. Our wills, life insurances and financial plans are all sorted into our retirement and beyond. Things I didn't realise the relief I'd feel about having them sorted until after they were done. It's a priceless feeling knowing if anything happened to me, my family will be taken care of in my absence. I didn't want to gamble with choosing inferior products, the consequences of which would be felt by my family after I'm gone. I wanted confident transparent (non commission based) advice from a professional with a proved and tested formula for helping people in our situation and that's definitely what we've got from Beresfords. I would (and I do) recommend them to any of my friends and family looking for reassuring expert advice from someone I've tried and tested that I'm confident they can trust. Thank you James and everyone at Beresford for all of your advice and support over the years (especially, most recently your 2nd child advice, which we've since taken you up on! :) ) . We feel like when we win you win with us. It's really great having you on our team!"
"The team at Beresfords have been fabulous to work with. From our initial meeting with them I have been blown away with their knowledge, expertise, patience and service. Nothing is too small or too big a conversation for them to have with you. From asset protection, current financial reviewing, and wealth growth management for our future - I know I'm in the best of hands. Highly recommend."
"Absolutely amazing! Beresfords are our Wealth and Financial Advisers and their team couldn't be more phenomenal. They make financial advice understandable and they genuinely care. I'm so glad I chose them, knowing now that my financial future is in good hands. Thanks James, Lara and the team."
"James and Lara are the most caring, empathetic, knowledgeable and thorough financial planners I have had the pleasure of speaking with. The way they have assisted my mother and I with our future life plan, whilst showcasing their experience with kindness is not only rate but a gift. I would highly recommend them to anyone looking for help with their future."
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