Bensons Wealth - South Yarra, Victoria

Bensons Wealth is a prestigious financial planning and investment company located at Level 8/644 Chapel St, South Yarra VIC 3141, Australia. The company can be reached by phone at 395647922 or through their website bensonswealth.com.au.

Especialidades y Servicios

Among the specialties offered by Bensons Wealth are financial planning, financial consultancy, investment services, superannuation consultancy, and tax consultancy.

Otros Datos de Interés

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended
• Paid multi-storey car park

Opiniones

Bensons Wealth has received 62 reviews on Google My Business, with an impressive average rating of 5/5.

Characteristics and Recommendations

Bensons Wealth is known for its knowledgeable and understanding staff, providing clients with clear and comprehensive financial guidance. Their team is professional, confident, and compassionate, helping clients navigate their financial needs and goals effectively. It is recommended that individuals interested in financial planning and investment services consider reaching out to Bensons Wealth for a consultation.

👍 Reviews of Bensons Wealth

Lesley B.

5/5

I have been with Benson's since 2023 and find their knowledge and understanding a great reassurance for me. Chris has been clear, takes the time I need and answers all my " dumb questions", with a smile. The proof is in the outcomes and I am so grateful.

Chris H.

5/5

Just had my annual update. Michael and Cam made me feel I was being very well looked after and carefully explained everything to ensure I understood. They have followed our agreed strategy perfectly and I am very grateful for their expertise and calm confident professionalism .

Annie C.

5/5

Bensons is a fantastic company who pride themselves in taking top care of their clients. Chris, who is my “go to guy” has been nothing short of amazing, professional, informative and an absolute delight to deal with. I have never left a meeting with questions unanswered or unclear. I recommend anyone who needs financial support and assistance to contact them immediately!!!

Colin M.

5/5

I found my dealings with Warren from Bensons to be highly informative and well informed. Warren was more than helpful and accomodating in discussing my Superannuation details. I would highly recommend this company to any new prospective customers.

Pat B.

5/5

Michael at Benson's was friendly and courteous at all times. He kept me informed as to how my Super was going. If I was still working I would recommend this company to all my work colleagues. Jib well done Michael

Wayne B.

5/5

Chris was warm and very understanding of my needs and gave me a clear picture of what I need to do to achieve my goals, I trust and have faith in his expertise and now have confidence in a planned future.
Thank you so much for a face to face meeting and look forward to a long and rewarding association.

Lee R.

5/5

Cathy and I have been with Bensons Wealth since November 2023 and cannot speak more highly of their support and advice since my retirement
Since engaging with Cameron and his team we have felt nothing but confidence in the information, suggestions and guidance they have shared with us
In recent times Michael has been our direct advisor and he has been a great source of information and advice in particular in relation to my pending eligibility for Govt pension
Cathy and have nothing but respect and praise for Cameron and his team at Bensons Wealth and have no hesitation in recommending them to anyone looking for Financial Retirement Planning advice.

Brian L.

5/5

We are more than delighted with Benson's. You are seen as an individual and not just a number. We wish we had put our superannuation into their hands earlier. Give them a call and you won't be disappointed.