We operate on a "client-first" principal, we ensure that we are always working in our clients' best interest.

Established in 2006, Bennett & Co has built a reputation for helping people grow and protect their wealth.

Shares, superannuation, estate planning… there’s more than one facet to anyone’s financial success. That’s why Bennett & Co looks at the whole picture, to offer long-term, holistic advice designed to get you the best possible outcomes. Our flexible solutions can be tailored to your specific needs, to assist you in achieving your financial goals.

Talk to us about putting your financial future in safe hands.

Everyone is unique; that’s why our solutions are tailored to your needs.

Securing Financial Futures

Offering you more flexibility, freedom and unfiltered access to the best investments in the world.

Bennett & Co is a 100% owner-operated financial services firm. We don’t answer to a corporate advisory arm or business partner. That means we have more freedom than other financial advisors when it comes to helping you choose what’s best for your financial future.

Our team brings together decades of experience and a track-record of success in wealth management. That insight and experience allows us to recommend the best solutions for you.

Start a conversation with us about securing your financial future.

Global Knowledge and Expertise.

Our approach

Bennett & Co takes a unique approach to every individual’s financial situation.

Bennett & Co offers tailored, bespoke solutions for every individual. We know what works for one person won’t for another. That’s why we take the time to really get to know you and your financial situation inside and out. Our strategic plan is built to help you reach your specific goals. Regular reviews and updates keep everyone informed and give us the flexibility to adapt as markets change.

Holistic Financial Advice.

Our Services

How Bennett & Co Can Help You

Our Commitment:

With Bennett & Co you don’t have to walk your financial journey alone. We will assist you in making these important decisions with confidence, backed by our extensive experience, foresight and in-depth knowledge.

Bennett & Co is privately owned so we’re free from partnerships that would influence our decisions and advice to you. You can trust that we will only recommend solutions that are intended to help you achieve your long-term financial goals.

What we do:

  • Create a financial strategy for your life’s journey
  • Advise you on how to accumulate wealth
  • Manage your investment portfolio
  • Succession planning
  • Planning for retirement and superannuation
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Latest Financial News
and Announcements

Act in Haste, Repent at Leisure

December 21, 2018

Act in Haste, Repent at Leisure Market pullbacks like the one we are currently experiencing are not pleasant, however we need to remember that we are investing for the long term, with an appropriate asset allocation across shares, property and fixed interest. The below article published by Statewide is a timely reminder of the saying … Continue reading Act in Haste, Repent at Leisure

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Market Update October 2018

November 12, 2018

Market Update October 2018. Stocks October 2018 was undoubtedly a bad month for global equity markets – the worst monthly performance since the global financial crisis (GFC). Rising US interest rates, Donald Trump’s trade war with China, the health of the Chinese economy; worries about the Italian budget and the impending Brexit by the UK … Continue reading Market Update October 2018

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Are you Active or Passive?

November 12, 2018

Are you Active or Passive? A recent review performed by Zenith Investment Partners has highlighted the risk when making investment choices based purely on fees. Up until the recent pullback in markets in October, investors that allocated a significant percentage of their portfolios to low cost index tracking funds would have been relatively happy with … Continue reading Are you Active or Passive?

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Market Update September 2018

October 12, 2018

Market Update September 2018. During September, the US share market hit another record high, on the back of continuing strong economic data. This strong US economic data also caused interest rates, and the US dollar to both rise in September. September also saw US President Donald Trump follow through with threats of imposing Tariffs on … Continue reading Market Update September 2018

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