About us
Bentleys Private Wealth is an Australian financial services provider specialising in helping clients build wealth and maintaining it throughout retirement. We manage over $400 million in funds under management which makes us large enough to leverage better opportunities for our clients but small enough to meet each individual’s needs.
We partner with many of the world’s largest and most talented investment managers and advisers in order to help our clients reach their goals through a rigorous and well researched process. Our extensive experience and network allows us to deliver thoughtful insights and innovative solutions.
We provide our clients with a full spectrum of services including investment, superannuation (including self managed super funds), retirement, insurance and estate planning advice.

We are a team of financial experts specialising in wealth advice, who are supported by one of Australia's leading advisory, accounting and auditor firms.
Our Wealth Advisors are financial experts. A solid plan is the key to building wealth and financial security – and our dedicated team of wealth experts will assist you to effectively direct your financial resources, manage risks, and plan and implement growth strategies.
What makes us different?
Our expert Private Wealth Advisory and Financial Planning services are holistic.
Bentleys Private Wealth enable you to work with your accountant to make smarter financial decisions that focus on your future, keeping you one step ahead.
Our expert tax management and strategic wealth or insurance planning provide you with support and guidance across diverse investment structures.
Current events like changes to the local and global economy and government policies guide the support we offer. Our goal is to maximise your portfolio, so you keep more of your earnings.
Valuable advice will help you become financially independent. We encourage you to start early and provide you with the right financial advice for every stage of your life.
Our approach is simple, disciplined and solutions-driven. We provide a seamless, broadbased product and service offering to meet the financial, business and lifestyle needs of you and your family.
At Bentleys Private Wealth, the focus is on you.
At the forefront are your objectives, including your personal, financial and business goals. We follow a defined process, structure, strategy and tactics, to develop robust solutions that can be measured against your needs over time.
Our four-step advice model takes you through our financial and investment advice process to ensure you have all the information you need to get the most from your money and achieve your financial and lifestyle goals.