4 Reviews

Eden Smith

Bensons Wealth

Bronze

7 Yrs Experience

South Yarra, VIC 3141

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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

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

5.00 October 2024

I was referred to Eden in early 2024 by a colleague and met with him to discuss my wealth planning needs and impending retirement. Despite my best efforts to discuss investments and money, Eden first took the time to truly understand what I wanted in life and what I needed to plan for in the future before moving to the hard numbers. We then together built a plan that would enable me to achieve what I wanted, whilst reducing risks. I'm even able to retire earlier than I first thought. I would recommend Eden and his firm to anyone nearing retirement or requiring assistance/management of their wealth needs.

4.50 January 2021

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.

5.00 July 2020

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.

5.00 February 2020

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.