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Tailored to your unique situation & goals.

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Experienced & diverse solutions

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Low client numbers

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Sustainability in our business brings certainty to you.

Bennett Wealth Group is proudly Perth-based and privately owned by our financial advisers – We understand that this brings alignment of outcomes. Our driving belief has been, if we look after our existing clients the business will look after itself.

That means at times we can’t take on new clients but any delays gives our new clients confidence that they will be prioritised when they are part of the family. This has always made good business sense to us.

By delivering on our vision of “Enriching Lives through Sound Advice” our clients enjoy greater certainty and confidence which means they can focus more on enjoying life.

We have our own Australian Financial Services License, which gives us the flexibility to provide the advice our clients need rather than being restricted by an institutionally owned licensee

We are a talented team of individuals passionate about building long and trusted relationships.
Meet the Private Wealth & Strategy Adviser team
Photo of the BWG driveway Photo of the native plants around the office Photo of the rock wall immediately outside the office Photo of the walkway up to the office
top down view of the office and the view back towards Perth Our meeting room Local animal life around the office Take a walk up to the office

Memberships + Associations

Logo for Cancer Council WA

Bennett Wealth proudly supports the Cancer Council through pro-bono support and advice.

The Cancer Council Probono panel of accountants, financial advisers and lawyers provides support for those who couldn’t otherwise afford quality advice.

Logo for Self Managed Super Fund Association Logo for FAAA - Financial Advice Association Australia Logo for Significant Advice Network Logo for STEP -