Become A Benwest Advisor

Would you like…

  • To stop paying a large percentage of your income for little or no service?
  • Your fees paid more regularly (e.g. weekly)
  • An Approved Products List that is diversified enough for you to differentiate yourself from your competitors?
  • Bespoke Model portfolios that help streamline your business?
  • Time Saving Training Days that add value to your business?
  • To obtain Strategic Planning assistance in the development of your business?
  • Your AFS Licensee to provide services tailored to your business?

 

Who are we? The Benwest Philosophy

Benwest Investment Services Pty Ltd (“Benwest”) is the holder of an Australian Financial Services Licence No. 258832, was founded in October 1987 and is privately owned.

Our primary aim is to assist you in building wealth for your clients, whether they are Individuals or corporate. We do this by providing you with comprehensive financial planning services to assist you in servicing your clients more efficiently. Our overall service includes practice management assistance & training as well as business coaching in a friendly dealership environment. This philosophy in turn equips you to help your clients to manage risk, improve their cash flow, reduce taxation and preserve capital.

Our approach to the financial planning process is holistic. We examine our clients’ overall financial position, we learn what our clients want to achieve and develop an appropriate action plan for them to achieve those goals and ambitions.

We have many years of experience working with Adviser’s goals and dreams. Experience is priceless in the financial services arena in which many Investors and Advisers have never experienced a recession.

Benwest is committed to quality service for the benefit of our Advisers. The experience of our dealer principal, together with the enthusiasm of our staff, will ensure this commitment for many years to come.

 

Corporate Values

Integrity

We value the display of integrity in our business dealings and in each individual who is a member of our organisation. Integrity is being honest, not leading to deception, helping wherever we can and supporting those around us.

Service

Service has many meanings and should be offered to everyone around us whether they be a fellow member of the Benwest group or an external client. Service is about the quality we offer, the ability to meet needs, and the willingness to perform all other things the right way, the first time.

Commitment

By applying integrity and service in everything we do, we show commitment to our clients. The result of our commitment to you, is the long-term relationships forged with your clients.

Please contact us for more information on becoming an Advisor with Benwest.

Become An Advisor

Memberships & Registrations