Investment & Wealth Management
At Wynn & Bennett Financial Services Pty Ltd, your Accountant and Financial Adviser take an integrated approach to ensure you receive advice regarding your investments and insurances that is relevant and specifically tailored to meeting your goals.
Investment Advisory Services
Our service is designed to assist with reviewing, developing and managing your portfolio, and tailored to suit your goals, objectives and time frames. This approach enables us to provide a broad spectrum of investment advice as well as new investment opportunities.
We provide you with:
- Quality Research
- Online reporting via the Wynn & Bennett Portfolio Management Service
- Innovative investment ideas, advice and planning
- Execution services
- Advice on corporate actions
- Investment review
- Ongoing management across your portfolio
- Income Protection
- Life and Total & Permanent Disability
- Estate Planning
Mail House / Family Office Service
In response to our clients concerns are the administrative burden created by documentation received in relation to their financial affairs we provide a complete mail house / family office solution
All documents received are maintained electronically for viewing by clients on request.
As a result of our relationships with major banks we are able to arrange term deposits at interest rates superior to those offered in the bank branches.