Bensons Wealth 15 Claremont Street, South Yarra, Victoria 3141
About the Business
Welcome to Bensons Wealth, a premier establishment located in the heart of South Yarra on Claremont Street. As a leading finance institution, Bensons Wealth stands as an exemplary point of interest for individuals seeking professional financial guidance and services in Australia.
At Bensons Wealth, we understand that managing your wealth requires expertise, trust, and a personalized approach. With years of experience in the finance industry, our team of dedicated experts is committed to helping you achieve your financial goals and secure a prosperous future.
Our institution offers a comprehensive range of financial services tailored to meet the unique needs of our clients. Whether you are an individual seeking investment advice, a business owner looking for strategic financial planning, or someone planning for retirement, Bensons Wealth has the expertise to guide you every step of the way.
We pride ourselves on our commitment to excellence and our ability to provide unbiased and objective financial advice. Our team of highly qualified professionals possesses extensive knowledge in various financial domains, ensuring that you receive the best possible guidance to make informed decisions.
Located in the vibrant neighborhood of South Yarra, our institution offers a welcoming and comfortable environment for our clients. Our state-of-the-art facilities are equipped with the latest technology, enabling us to deliver efficient and reliable services.
We believe that financial well-being is not just about numbers, but also about building strong relationships with our clients. At Bensons Wealth, we prioritize understanding your unique circumstances, aspirations, and concerns, allowing us to develop tailored strategies that align with your goals.
As a trusted institution in the finance industry, Bensons Wealth adheres to the highest ethical standards and regulatory requirements. We are dedicated to ensuring the confidentiality and security of your financial information, providing you with peace of mind.
Whether you are seeking assistance with investments, retirement planning, estate planning, or any other financial matter, Bensons Wealth is your go-to destination for expert advice and personalized solutions. Contact us today to schedule a consultation and embark on a journey towards financial success.
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Location & Phone number
15 Claremont Street, South Yarra, Victoria 3141, Australia
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I have been using the advice given in regard to managing our money and more recently retirement for many years. During this time we have found that both Cameron and Eden have always been very professional and efficient. They have listened to our needs and have answered our questions fully and in language that we can understand. We are kept up to date of any changes and meet regularly to make sure the actions put in place still fulfill our requirements. All staff that we have dealt with are extremely friendly and helpful. We have been very happy with the way the business has handled our finances and would highly recommend their service to others."
"Communication is always available and questions are answered. I trust my policy to be in good hands and my pension payments are always on time. Thank you Eden. I had a meeting with Chris who was such an informative and reassuring person, who kept me informed about my money. His knowledge in where my money was being used and the returns was great and my goals where being met nicely. He also made time to help my husband in his inquiries. Was a pleasing in talking to such a professional and knowledgeable person. Thank you Chris."
"Have had Dale looking after my finances for several years and his advice has been invaluable in that my super fund continues to grow even though I am retired. I live on the border but he still visits us a couple of times a year and also follows up with phone calls and emails. Dale also looks after my wife's super and on his recent visit gave us strategies to help our children after we have passed. All the Benson's staff I have had contact with have been very friendly and knowledgeable."
"Dale is very professional and understands the need of his clients. He is extremely helpful and provides excellent advice. He understands the product very well and communicates with immense clarity. I am very pleased with his support and look forward to working with him for as long as I live."
"My husband and I had the best experience with these financial planners. After my husband was made redundant we did not know what to do. We went to a other financial advisors who seemed to only want our money and did not care for us. At Bensons Eden and his colleagues set us up with a brilliant financial plan which means that we feel secure for the rest of our lives. They were also great in recommending us to fantastic lawyers. Thank you so much Bensons!"
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