A tailored investment approach for your unique financial situation.

Five-step Investment Process

Bennett & Co will listen to your goals, help you understand your options and help you choose the path that’s just right for you. During our five-step investment process, our experts will guide you through our wide range of financial services and explain everything in layman’s terms.

  1. Initial Consultation

We take the time to listen and understand your financial situation, goals and objectives. We’ll also answer any of your queries about Bennett & Co, our experience, qualifications and the services we offer so you can feel confident in our abilities to grow and protect your wealth.

  1. Engagement Proposal

You’ll receive a summary of our meeting, confirming your financial situation as we understand it, your objectives and the advice we’ve been asked to provide. This is an opportunity to confirm the scope of work and clarify any additional information required to provide the advice you need.

  1. Advice

You’ll receive a thorough Statement of Advice (SOA), including all the details of what we have considered in providing that advice, the benefits of the advice, the risks to the advice and the the outcomes of following the advice. We’ll also consider any additional strategies and ensure the advice given can adapt to your different life stages.

  1. Implementation

Once you review the advice, we’ll answer any queries you may have. We’ll work with you to implement any changes you’d like to the SOA to ensure you’re completely happy with the decisions we’re making. Once you’re confident with the SOA we can begin implementing it.

  1. Review

We offer two forms of ongoing services packages to meet your personal needs. All fees are discussed and agreed upon prior to undertaking any work, so there are no nasty surprises.