Your Future's in Safe Hands

Our Approach

Bennett & Co takes a safe, step-by-step approach through each financial journey.

 

1. Goal Setting

We take the time to really get to know you and what’s important to you. We’ll discuss your short and long-term goals and how we can work together to help you achieve them.

2. Reviewing

Before we can get you where you’re going, we’ll need to know where you’re starting. We’ll conduct a thorough review to get a clear picture of your current financial situation.

3. Planning

Our financial experts will develop a plan that’s clear, concise, accurate and most importantly, achievable. Our holistic approach means you don’t need to use multiple providers.

4. Strategy

Our in-house investment committee focusses on continually reviewing investable assets both domestically and internationally. This ensures we are managing market risk at all times so your portfolio is consistently achieving realistic returns.

5. Flexibility

Bennett & Co Private Wealth offers our clients a managed portfolio service that is overseen by our investment committee. That allows us to use external money managers to assist in generating superior market returns with active risk management.

6. Revision

Whether your lifestyle changes or there’s change in the global market, our regular reviews will keep you on track. Your goals, plan and strategy can be adjusted for best results.