Benwest Investment Services Pty Ltd

Welcome to Benwest Investment Services Pty Ltd, your trusted establishment for all your finance and insurance needs. Located at Norwest, Solent Circuit, 31, in Australia, we are here to make a positive impact on people's lives through our professional, proficient, and compassionate services.

Since our inception in 1987, we have been dedicated to building wealth for our clients and developing the most professional financial planning firm in Australia. With Australian Financial Services Licence No. 258832, we have a team of Registered Financial Advisers with their own specialties and skill sets, ensuring that you have a whole team working on the best financial strategies for you.

Our approach to the financial planning process is holistic. We take a comprehensive look at your overall financial position and learn about your goals and ambitions. From there, we develop an appropriate action plan to help you achieve those goals. We believe in providing a financial planning process that gives you the ability to look at your future needs and confidently plan how to achieve them.

As a holder of an unrestricted Australian Financial Services Licence, we have the ability to recommend the most appropriate financial solutions available from a diverse array of reputable financial institutions and companies. Whether you need assistance with investments, strategies, or insurance, we have you covered.

Speaking of insurance, we understand the importance of protecting your assets and wealth. Tragic circumstances can unfold, and we want to ensure that all that you've worked so hard for is safeguarded. Our insurance solutions are designed to protect your business, income, and family, giving you peace of mind.

At Benwest Investment Services, we believe in transparency when it comes to fees. Our advisers have the ability to tailor their fee structures to individual clients, ensuring that you receive the services you need at a cost that is appropriate for your circumstances.

We value the relationship we have with our clients and understand that it can last for the rest of our lives. That's why we offer a first meeting at no cost or obligation. During this meeting, we explain how we operate and what you can expect. It's a chance for you to meet us and decide if you feel comfortable working with us, and for us to determine if we would be a good fit as your financial planning partner.

Once we have gathered the necessary information, we prepare a comprehensive, written financial plan for a fixed fee. We then meet again to present and explain our recommendations, covering investments, strategies, and any associated costs and fees. We take the time to ensure that our recommendations align with your objectives.

After you have had the chance to consider the financial plan, we may need to meet once or twice again to clarify or adjust the plan before you provide us with the authority to implement the recommendations. We will actively monitor the implementation to ensure its success.

Our comprehensive service doesn't end there. For a flat fee, we provide you with a comprehensive annual report, check performance against objectives, recommend changes when needed, and provide ongoing access to your adviser as part of our services.

At Benwest Investment Services, our business has grown through referrals from other professionals who want their clients to benefit from good financial advice, as well as referrals from our own satisfied clients. If you know anyone who could also benefit from our services, please don't keep us a secret. We are here to help.

Choose Benwest Investment Services Pty Ltd for all your finance and insurance needs. Experience our professional, proficient, and compassionate approach to financial planning. Contact us today to schedule your first meeting and take the first step towards securing your financial future.