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.
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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.

RETIREMENT PLANNING

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

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

First and foremost, we are dream makers...

It’s our unwavering desire to help you to live your best life experience.