Eden Smith

Bensons Wealth

Bronze
6 Yrs Experience
South Yarra, VIC 3141

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Small Business Advice
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.83
  • Number of reviews 3
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Bensons Wealth

Level 8, 644 Chapel St
South Yarra, VIC 3141

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665