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Complete Financial Management

Beresfords began as a concept in the mind and in the heart of James Beresford in 1993. The business was then established in 1994. During that time the company has continually grown to provide holistic wealth management advice to clients. The Corporate Profile below illustrates the breadth & depth of this holistic approach.

Financial Planning

Financial strategy and structuring, investment advice, implementation and administration.

Asset Management

Equities, initial public offerings, new issues, margin lending, portfolio advice.

Property Solutions

Strategy Development, Property Acquisition, Renovation, Sales of direct property.

Mortgage Broking

Arranging and advising property financing, equipment finance & leasing and business finance.

Super Solutions

Structuring, super advice, self-managed super fund establishment and administration including compliance.

Insurance

Risk insurance: life, disability, income protection and trauma. General insurance: personal and business insurance including fire and all risk, professional indemnity and workers compensation advice.

Estate Planning

Ensuring the right money goes to the right people at the right time through the use of Wills, Powers of Attorney and Enduring Guardianship.