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Our Service

We offer a wide range of services and products that can be utilised by our clients to build private wealth and meet investment objectives.

At Bennett & Co Financial Services, we provide the following services:
  • Assess the risk return profile of a client,
  • Build a share portfolio for clients that are tailored to their investment objectives,
  • Advise our clients on suitable shares to purchase,
  • Advise our clients on shares to liquidate from their portfolio,
  • Advise our clients on specific investment products that may be suitable,
  • Meet with our clients face to face at least once per year to reassess their risk return profile and portfolio structure,
  • Provide our clients with website access to view their portfolios as well as other web based services,
  • We are available by phone at all times during business hours,
  • Provide investment seminars to clients to inform and educate,
  • Provide clients with interesting, informative and educational research,
  • Provide clients with investment ideas.
We pride ourselves on providing a comprehensive service. If you have a requirement outside of what is listed above and providing it is within the parameters of our AFS license then please enquire.


Our Product Range

In building clients wealth, we will utilise either one or a combination of the following:
  • The direct purchase or sale of suitable Australian Equities,
  • The direct purchase or sale of suitable International Equities,
  • The placement or partial placement of assets in Cash Investments,   including Cash Management Trusts (CMT),
  • The purchase or sale of suitable Fixed Income products such as hybrid securities or other suitable fixed income investments, and
  • The purchase or sale of listed Exchange Traded Options and Warrants.

We also offer advice in superannuation products and investments.

As part of our full brokerage service, we also offer Margin Lending, Income Protection Loans (IPL) and other structured products that may be suitable for clients.


Our Clients

At Bennett & Co Financial services we believe that every investment made, whether it be large or small is important and forms a basis to fulfil short term or long term investment objectives. What may be a minor investment for one investor may be a large investment for another, so all investments are treated with the same prudence and diligence. We advise investors who may invest as one of the following:
  • As a personal entity in their own name,
  • As a partnership in joint names,
  • As a director in a company entity,
  • As a trustee of a Self Managed Super Funds (SMSF),
  • As a trustee of a Retirement Fund,
  • As a custodian on a minor account.
Whatever your situation, we are keen to talk with you about the most suitable investments vehicle for you.


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