Financial Planning

Benjamin King Money Wealth is committed to client relationships by focusing on wealth creation and protection. We plan and monitor unique financial strategies that are effective for our clients focused on what is important to their lives. We do this through the delivery of the highest quality strategic financial and investment planning combined with portfolio management for our clients.

Established in 2004, we have been providing comprehensive wealth management services to professionals, business owners and family groups.

Our Financial Planning and Wealth Creation services include

Superannuation & Retirement Planning

Cash-flow Management

Wealth Protection Strategies

Investment & Wealth Strategies

Our service is not limited to addressing standard compliance or statutory requirements. Once your audit and assurance process are completed, we have gained a thorough understanding of your business and operations. We take this knowledge and combine it with our expertise to identify opportunities to make genuine, cost-saving improvements to your organisation, systems, or business operations. We have direct access to Australia’s leading technical specialists who provide regular updates to keep up with the latest strategic opportunities and changes.

Financial planners help people create solid financial plans for the future. Achieving financial freedom is usually the ultimate goal. Who doesn’t want a fully paid-off home? Who wouldn’t want less time in the office and more time on the beach? Achieving these types of financial goals is much easier with advice from the experts. Benjamin King Money Wealth delivers exceptional quality strategic financial and investment planning combined with portfolio management. The company aims for nothing less than unsurpassed client satisfaction in financial planning.