Wealth Creation
Navigating and understanding complex taxation law is what we do best.
A trusted partner for your financial journey
Regardless of where you are on life’s journey, with Bentleys Wealth as your trusted partner you’ll received tailored, expert advice to help you explore and fulfil your life goals.
Our specialist has the expertise, experience and professionalism to help you navigate your financial journey through all stages of life.
Whether you are building a career, buying a home, starting a family, establishing a business, planning for retirement or looking for aged care solutions, our financial advisor can work with you every step of the way to help you grow, protect and preserve your wealth.
Meet Bruce – Our Financial Advisor
My focus on building lasting relationships with clients ensures that we are continually working towards achieving their goals, whilst making the necessary adjustments along the way. This provides my clients with piece of mind that their financial affairs are being well managed on a continual basis.
My experience in wealth management and behaviour finance ensures that when building a holistic financial plan for my clients, I have a deep understanding on the levers that help clients achieve their goals through wise management of their investment portfolios. I work with a diverse client base, including professionals, business owners as well as retirees requiring holistic financial planning and wealth management.
In my spare time, I enjoy reading, running, mountain biking, swimming and spending time with my wife and 3 kids.