Benwest: Our story
Benwest Investment Services Pty Ltd, a totally privately owned company, was established in 1987 as a research based financial planning house and has grown to service individuals, professional firms, corporations and institutions.
Based on our belief in the importance of providing objective financial advice, Benwest has established a close relationship with clients ensuring prompt access to our expert advisers.
The range of services is quite extensive and includes advice on both corporate and personal services.
In addition, we are able to liaise with appropriate organisations to facilitate ancillary matters, such as legal and accountancy services.
Benwest is committed to quality service for the benefit of the client and the experience of the Principal Director and advisers, together with the enthusiasm of our staff, will ensure that commitment for many years to come.
Why use Benwest?
At Benwest we do much more than provide a simple managed fund investment portfolio design service.
We integrate a range of financial services including finance, tax planning, risk management, superannuation planning, real estate planning, stock market selection and asset allocation advice. This integrated approach allows us to provide a total service that has proven to be beneficial to our clients and particularly acceptable to our clients' accountants and legal advisers.
Through our use of sophisticated software, we are in a position to provide clients with comprehensive reports and ongoing automated monitoring services that alert them to any potential areas of concern in respect of their investment portfolios.
Benwest is a totally privately owned organisation and we are not tied to any bank, merchant bank, fund manager or other financial institution. We are proud of this status as it enables us to provide unbiased, honest appraisals and advice without being swayed by any outside influences.
Philosophy
The Compass and Sextant
Prior to undertaking any ambitious journey, we seek to have the best information, tools and provisions available.
Upon leaving the calm of the quay, we can’t know for sure exactly what will occur once land has slipped beyond the horizon. Will the GPS or radio fail? Can the keel take the abuse of an unfriendly sea? By what measure will the wind blow us off course? You want to be able to travel from home port to your ultimate destination as smoothly, quickly and safely as possible.
That’s why we at Benwest have chosen the compass to represent us. While the compass is a mere tool, it allows one to get back on course if we become lost or waylaid.
This analogy in part helps to describe the financial voyage. Every one of us has different dreams and goals, different hopes and wishes for the future. Some of us plan and chart exactly where we want to go, others are happy to just go along for the ride. As best we can, we lay out our plans and chart exactly what we want to do and where we want to go. However, no matter how well prepared we think we are, there are always external pressures upon us. From day to day something unforeseen arises with the effect being either positive or negative. Regardless, we carry on until we reach our intended port.
While you’re busy concentrating on the most visible elements of your life, it’s possible that the less obvious, however no less important elements of your finances may fall from view. This is similar to viewing the tip of an iceberg and not paying due attention to the portion that lies beneath the surface of a frigid sea.
Such a problem can be otherwise avoided, but the resources and energy expended taking evasive action leave you off balance and off course. You may well be adrift, however, a device such as the compass will allow you to correct your orientation and resume your journey. The same can be said for wise financial advice.
Benwest strives to achieve the best possible results for its clientele. Benwest seeks to provide years of professional experience and wisdom to its clients in a straight forward manner, understanding that many wish to achieve financial independence and triumph but are unsure how to do so.
Benwest will make available all of the skills and resources crucial to craft your financial endeavour to a victorious conclusion. Benwest will chart a route which we believe will lead to your financial success. In complete cooperation with you, we will overcome financial impediments and intricate financial matters to realise your dreams and goals.