We create holistic solutions


Our approach is to create holistic solutions uniting all financial related areas including your life goals, resources, structures, retirement planning, estate planning and investment.

We focus on our core business which is personal financial planning advice. In doing this, we often see the need to engage with other professionals, partners and individuals.

We create holistic solutions


Our approach is to create holistic solutions uniting all financial related areas including your life goals, resources, structures, retirement planning, estate planning and investment.

We focus on our core business which is personal financial planning advice. In doing this, we often see the need to engage with other professionals, partners and individuals.

Investment Advice


Where do you see yourself financially? Wherever that is, that’s where your investment adviser will help take you. Together, our team of experts ensures that your investment portfolio is structured and managed according to your financial goals. We’ve set up a strategic system that reduces the risk of any investment decision, while consistently providing you with a fair return. Our aim is to take you closer to your ideal financial future.

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Insurance Advice


Planning ahead is the secret to making sure that you and the people you love are secured. When structured strategically, insurance can give you that peace of mind. There’s no need to spend so much time researching an impossibly substantial number of insurance options, your Beresfords adviser can craft a customised plan specific to your needs and recommend the leading providers that can cater specifically to that.

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Lending Advice


The biggest reward to long hours and sacrifices at work is coming home to your own space. If you’re in the market for a place of your own that you and your family can cherish or you just want to invest in the market but you’re worried about how to finance it, let our lending specialist figure out a way to make it happen for you. We’ll get to know you and your finances, research the most fitting loans and recommend how you can best get the property you want.

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Self Managed Super Fund Advice


As there is an overwhelming amount of technical information available about Self-Managed Super Funds, it’s not surprising to feel confused and lost. A Beresfords adviser can easily break this down for you — from how it can generally affect your financial goals to the specifics of how you can make it work for you. We’ll sit down, discuss your retirement plans and put together an approach that’s befitting your envisioned future.

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Property Advice


Thinking about buying or selling property? Let our property experts walk you through the best real estate options for you and your financial goals. Our team is experienced in handling everything, from residential real estate to property management. Assisting you in finding your first home or looking for that appropriate investment. Let us guide you through smart property acquisitions that will earn you a stable yield.

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Estate Planning Advice


Because life can sometimes take unexpected detours, preparing an estate plan is the best way to protect your loved ones and their interests. To ensure that, our team will work closely with you to protect your assets and other estate-related pursuits. Giving you and your family peace of mind.

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Goals and Values


Having a clear understanding of your goals and objectives is essential in financial planning. We help you define your life goals and develop a truly personalised wealth strategy.

Beresfords Advisers work with you to simplify and itemise your goals and create action steps to comfortably reach them within the expected time frames. Our clients enjoy peace of mind in seeing their personal lifestyle dreams become realities.

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