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Text Content

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 * About Us
   * Our Story
   * Our People
   * Our Process
   * Our Clients
 * Services
   * Beresfords Financial Planning Services
   * Strategic Advice
   * Retirement Planning
   * Superannuation Management
   * Investment Advice & Portfolio Management
   * Property
   * Insurance
   * Lending & Debt Solutions
   * Estate Planning and Wills
   * Budgeting & Cashflow Management
   * Centrelink
   * Aged Care
 * Testimonials
 * Resources
 * FAQs
 * Client Login ➤
 * Contact Us

Menu
 * About Us
   * Our Story
   * Our People
   * Our Process
   * Our Clients
 * Services
   * Beresfords Financial Planning Services
   * Strategic Advice
   * Retirement Planning
   * Superannuation Management
   * Investment Advice & Portfolio Management
   * Property
   * Insurance
   * Lending & Debt Solutions
   * Estate Planning and Wills
   * Budgeting & Cashflow Management
   * Centrelink
   * Aged Care
 * Testimonials
 * Resources
 * FAQs
 * Client Login ➤
 * Contact Us

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Menu
 * About Us
   * Our Story
   * Our People
   * Our Process
   * Our Clients
 * Services
   * Beresfords Financial Planning Services
   * Strategic Advice
   * Retirement Planning
   * Superannuation Management
   * Investment Advice & Portfolio Management
   * Property
   * Insurance
   * Lending & Debt Solutions
   * Estate Planning and Wills
   * Budgeting & Cashflow Management
   * Centrelink
   * Aged Care
 * Testimonials
 * Resources
 * FAQs
 * Client Login ➤
 * Contact Us



Menu
 * About Us
   * Our Story
   * Our People
   * Our Process
   * Our Clients
 * Services
   * Beresfords Financial Planning Services
   * Strategic Advice
   * Retirement Planning
   * Superannuation Management
   * Investment Advice & Portfolio Management
   * Property
   * Insurance
   * Lending & Debt Solutions
   * Estate Planning and Wills
   * Budgeting & Cashflow Management
   * Centrelink
   * Aged Care
 * Testimonials
 * Resources
 * FAQs
 * Client Login ➤
 * Contact Us





FIRST AND FOREMOST,
WE ARE DREAM MAKERS...







IT’S OUR UNWAVERING DESIRE TO HELP YOU TO LIVE
YOUR BEST LIFE EXPERIENCE.




HOW WE CAN HELP YOU

At Beresfords, we collaborate with you to ensure that your finances are a
vehicle to assist you in reaching the lifestyle you desire. We are your guiding
light along your journey to financial freedom. As your experienced financial
partners, we will be there to ensure every step towards growing your wealth is
leading you to your desired destination – whatever that looks like for you.


IT’S NOT JUST ABOUT SOLVING YOUR MONEY PROBLEMS - IT’S ABOUT CREATING A
STRATEGIC PLAN
THAT WILL BRING YOUR DREAMS TO LIFE!


OUR SERVICES

Your goals and circumstances are as unique as you are. That’s why our team at
Beresfords offers personalised and bespoke financial solutions through expert
financial guidance, well-informed lifestyle choices and wealth creation
management. Our suite of comprehensive financial services will help you solve
complex financial problems by making the complex simple. You can rest assured
knowing we’re right by your side to educate and empower you with expert
leadership to remove fear while providing clarity and control.


WEALTH ACCUMULATION THROUGH STRATEGIC ADVICE

Building wealth leads to financial independence. Our financial advisers work
with you to determine what your money needs to do for you and the strategic
choices you need to make to maximise the potential of your wealth growing by
design.
READ MORE >


FINANCIAL PLANNING


WHATEVER YOU WANT TO DO, HOWEVER YOU WANT TO LIVE AND WHERE YOU WANT TO BE, YOU
NEED A HOLISTIC FINANCIAL PLAN TO GET THERE. OUR FINANCIAL PLANNERS TAKE THE
TIME TO LISTEN TO YOUR PRIORITIES AND THEN CREATE THE IDEAL MAP BASED ON WHAT
MATTERS MOST TO YOU.


READ MORE >


RETIREMENT PLANNING

At Beresfords, our role to help you plan ahead to ensure you can retire with the
lifestyle you want, when you want.
READ MORE >


SUPER ADVICE

Managing you super can be confusing, and sometimes you can be unsure of what’s
right for you. We break this down easily, with an approach that’s tailored to
you.
READ MORE >


INVESTMENT ADVICE

Wherever you want to be financially, our Financial Advisers will help get you
there, while making investment decisions that aim to minimise risks and maximise
returns.
READ MORE >


ESTATE PLANNING & WILLS

Because life can sometimes take unexpected detours, preparing Wills and an
Estate Plan is the best way to protect your loved ones and preserve your
interests. Our team works closely with you to safeguard your assets and
lifestyle, and help you prepare for any unforeseen events, giving you the peace
of mind you deserve.
READ MORE >


QUITE SIMPLY, WE SHINE A LIGHT ON WHAT’S POSSIBLE, AND GUIDE THE WAY TO
FINANCIAL PEACE OF MIND ... WE SEE POTENTIAL AND MAKE A POSITIVE AND TANGIBLE
DIFFERENCE. TO PEOPLE’S LIVES.


PROPERTY ADVICE

Whether buying or selling, our Financial Advisers are highly experienced in
using property as one of the cornerstones to create your holistic plan.
READ MORE >


INSURANCE

Unfortunately, things don’t always go to plan. But what you can plan for is
preparing for events that we all hope won’t happen, such as accidents, losses in
income, unexpected situations and even death. Whatever may occur, you want to
know that your family, your assets and your income streams are sufficiently
protected.
READ MORE >


75% OF AUSTRALIANS HAVE MADE NO PLANS TO ACHIEVE THEIR DREAMS.


UNFORTUNATELY, THE RESULTS ARE WHAT YOU WOULD EXPECT. AT BERESFORDS WEALTH
MANAGEMENT, WE WILL NEVER PROPOSE A SOLUTION WE WOULDN'T BE HAPPY WITH FOR
OURSELVES.

THAT’S WHY WE ALWAYS HAVE ABSOLUTE CONFIDENCE IN OUR ADVICE. COME SHARE YOUR
VISION WITH PEOPLE WHO WILL NURTURE YOUR LIFE PLAN LIKE IT’S THEIR OWN, DRIVEN
BY OUR GENUINE PASSION TO HELP YOU.

EVERY PIECE OF INFORMATION PRESENTED TO YOU WILL BE IN A MANNER THAT’S EASY TO
UNDERSTAND, YET BACKED WITH MEANINGFUL DETAIL.


WHAT IF WE COULD FACE YOUR FINANCIAL FEARS TOGETHER?


"INDIVIDUALLY, WE ARE ONE DROP.
TOGETHER WE ARE AN OCEAN."

Ryunosuke Satoro


THE DIFFERENCE IS OUR PEOPLE


FIND OUT MORE


FIND OUT MORE

The team at Beresfords are very honest, not aggressive, and that kind of thing
that took us in, realised that we can start with smaller amount, and progress to
bigger amount, and that’s basically what attracted us to Beresfords.
John & PennyClients since 2000

We love the partnership we have with James, that has developed over the years
and the personal attention given to us. His open communication, transparency of
the process gives us confidence in our outcomes - knowing James will formulate a
plan to give us the life we want.
Tim & KateClients since 2000

The team at Beresfords are very honest, not aggressive, and that kind of thing
that took us in, realised that we can start with smaller amount, and progress to
bigger amount, and that’s basically what attracted us to Beresfords.
John & PennyClients since 2000

We love the partnership we have with James, that has developed over the years
and the personal attention given to us. His open communication, transparency of
the process gives us confidence in our outcomes - knowing James will formulate a
plan to give us the life we want.
Tim & KateClients since 2000

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CONTACT US

If you feel it’s time to explore your dreams and really make them happen with
refreshingly innovative financial planners, we would love to talk. We’re happy
to answer your questions or provide general insight into what we can do for you
and how we can add value. Contact us today for a non-obligatory initial
discussion. We look forward to hearing from you.

Contact us by phone or email – or simply submit your details via the adjacent
form and we’ll get back to you shortly.

Contact Form Demo (#1)
First Name

Last Name

Email

Your Message

Submit Form

 * FINANCE PLANNING
 * FINANCE ADVICE
 * WEALTH MANAGEMENT

 * STRATEGIC ADVICE
 * RETIREMENT PLANNING
 * SUPERANNUATION
 * INVESTMENT ADVICE
 * PORTFOLIO MANAGEMENT
 * PROPERTY

 * INSURANCE
 * LENDING & DEBT SOLUTIONS
 * ESTATE PLANNING & WILLS
 * BUDGETING & CASHFLOW
 * CENTRELINK
 * AGED CARE

 * PRIVACY POLICY
 * COOKIES POLICY
 * LEGAL NOTICES
 * COMPLAINTS PROCEDURE


 * CONTACT
 * 1800 688 688

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Beresfords Wealth Management 
Level 7
75 Pitt Street
Sydney 2000 NSW

Beresfords Wealth Management pty ltd. is a corporate authorised representative
of Blicensed pty ltd.  |  AFSL No. 318930


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