Financial Services

Benwest holds an unrestricted Australian Financial Services Licence, therefore we have the ability to recommend the very best financial products available from a diverse array of reputable financial institutions and companies.

Our services which are designed exclusively for each client include:

  • Financial Planning
  • Asset Growth and Wealth Building Strategies
  • Investment Advice and Wealth Management
  • Investment Opportunities across divergent Asset Classes
  • Borrowing to Invest / Gearing Plans
  • Tax Effective Investing
  • Allocated Pensions and Allowances
  • Corporate, Personal and Self Managed Superannuation Funds
  • Social Security Advice
  • Estate Planning
  • Redundancy and Career Variation
  • Corporate Advice
  • Retirement Planning
  • Finance
  • Venture Capital

Benwest can protect your assets. The assets and wealth you’ve acquired are the basis of the existence you and your family wish to lead. However, in the event that tragic circumstances unfold, all that you’ve worked so hard for may well be lost. The insurance we can provide assists to safeguard your business, your income and your family.

We offer the following insurance services:

  • Life insurance
  • Income protection
  • Trauma insurance
  • Business insurance

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