Your dreams are our priority
At Beresfords, we collaborate with clients from all different age groups, walks of life and circumstances. That’s because we believe everyone deserves to live the life they want.
No matter what chapter or stage of life you find yourself, you can rest assured that our Beresfords team will guide and support you towards making smart financial decisions to grow your wealth and enjoy your ideal lifestyle.
How we work with our clients
OUR CLIENTS IN THEIR 30s
As you turn the page of another chapter in your younger life, you are bound to welcome new beginnings. This might be the stage where you begin to establish your career, set up a business, take a new career path and have family plans on the near horizon.
Your late 20s and early 30s is the time when you start to feel more comfortable about the way life is going. To help make sure you keep things on track, Beresfords can map out the next decades of your life by starting with where you want to be when you retire, and then move backwards.
You’re never too young for a Financial Plan. The sooner you act, the more you will see the positive impacts of your decisions over the next 5 to 40+ years. We can plan out your financial future, so you can continue enjoying your youth.
OUR CLIENTS IN THEIR 40s
They say that life begins at 40.
This is the time when you have figured out the life that’s best for you. You have pursued your interests, developed skills, gained experiences, have kids and now have the necessary means to start enjoying a fulfilling lifestyle. You might even be thinking about investing. Beresfords can help you make the most of this period by providing expert and personalised guidance as you plan out your long-term future.
OUR CLIENTS IN THEIR 50s
At this point, you have a successful career, an older family and a business that’s doing well. Now, all you’re after is the perfect lifestyle and opportunities to build your wealth for years down the track. You may also be thinking about your parents and making arrangements for their care. We can help you with all of these things.
As you start to get closer to your 60s, you should start to think more about your own retirement plans and the things you want to look forward to when you arrive at that stage in your life. Beresfords helps you make these happen for you with professional wealth management and financial planning services.
OUR CLIENTS IN THEIR 60s
Whether you’re done paying all your debts or you’re almost there, retired or on your way to retiring, enjoying life and being with your grandchildren may be your top priorities at this time.
Plans around your own aged care may also be at the back of your mind. At Beresfords, we can make everything easier for you so you can focus on relishing life’s precious moments. With financial advice based on years of professional experience, you are empowered to make the best out of life.