Experienced Wealth Adviser with a demonstrated history of working with clients to achieve positive outcomes.
Assisting individuals to build and preserve wealth, minimize tax and navigate the ever so complicated superannuation system.
Learn more at www.bensonswealth.com.au
Discovery meetings are at our cost. We must first understand you and if we can add value to your situation. We do not work with clients unless our fee pays for itself. You can book a discovery meeting at https://www.bensonswealth.com.au/workwithus
I was referred to Pinnacle approximately 6 years ago by my lawyer, originally with Jacob (Director) then Dale Smith as my advisers. More recently Eden has been looking after me. I can not recommend him more highly for his professionalism and personable character.
From our first encounter Eden was brilliant to deal with. He was very professional and explained how important it was for my wife and I to set achievable financial goals for our future. Unlike some advisers in the past who seem to only care about their own products, Eden was totally transparent and honest about what would be best for us. He told us to never invest in crazy products like Mango and Emu tax schemes. Instead he provided solutions on stable investments like insurance bonds, EFT's and exposure to overseas markets. We cannot thank him enough he is brilliant at what he does.
I was referred to Eden by a friend of mine (an existing client of his) whom I have known for 20+ years and trust dearly. I'm in such good hands. Thank you again Eden.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning (1-8)
Bensons WealthLevel 8, 644 Chapel St
South Yarra, VIC 3141
- In person
- Video call
Charter Financial Planning