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

Sustainability – Investing in ESG Companies

October 23, 2020

In the past 12 months, we at Bennett & Co have been recommending investors increase their investment portfolio weighting into the ESG sector (environmentally friendly, socially responsible and well-governed companies). We thought we would attached this interesting report from leading stockbroker Morgan Stanley, highlighting the growing acceptance of investing in this area. This suggests to … Continue reading Sustainability – Investing in ESG Companies

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The Magic of Reinvested Profits

October 23, 2020

In recent months, finding dividend-paying companies has been a priority for investors, particularly retirees. However, where profits are instead put back into the business, companies are more valuable and can return significant returns to shareholders over the longer term. Roger Montgomery, an investment management firm, explain how reinvested profits can be beneficial to both the … Continue reading The Magic of Reinvested Profits

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