We were extremely impressed by Bruce's knowledge, his understanding of our needs and his ability break down his advice in a way that made sense to us. We are not high net worth individuals and are unsophisticated investors new to financial planning. Bruce could have charged us much or turned us away and we wouldn't have known any different; instead he identified a more affordable and suitable model for us to use. He and his team also showed us a level of support, communication and flexibility during a family emergency which I hadn't expected. We now feel confident about our financial plan - which has made our life so much easier - and confident that we are working towards financial independence. I recommended Bruce to my father because I trust the team completely, and since he greatly improved our (modest) finances, I can only imagine what the benefits he could provide through advice about a retiree's savings and superannuation funds.
Bruce provided me advice in areas including superannuation, investment strategy and longer term financial planning. Bruce was able to explain things to me in a clear way. Through Bruce's knowledge and experience, I feel very confident that the advice given was right for my needs. I would recommend Bruce to others, and look forward to working with him in the future.
Bruce has given me advice during across my budget planning and big financial decisions that we wanted to make. He clearly articulated the pros and cons and items to watch out as well as explained options and different contructs. Bruce was always available when needed and replies quickly to my questions. I‘d highly recommend Bruce to others and will continue to work with him.
Bruce has been fantastic to deal with and has helped to shape our financial future. He has been able to simply explain what is required at every point.
Bruce was the perfect introduction to the value of financial advice. A good listener, with a deep knowledge of his industry, and a supportive and diligent approach to helping us plan and implement our strategy, I couldn’t recommend him more highly.
Bentleys Wealth AdvisorsLevel 14, 60 Margaret Street
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2007
- Years of experience 16
- Bachelor of Commerce
Charter Financial Planning