Bentleys NSW, a Sydney-based mid-tier accounting, taxation and audit firm, has launched a new financial advisory unit, known as Bentleys Wealth Advisors.
The new division will be located in Bentleys Sydney Spring Street office. It will provide personal financial advice on various areas such as insurance, superannuation, retirement planning, investment as well as self-managed super funds.
The unit will bring together a new team of financial advisors, offering strategic advisory services for its local and national clients.
Bentleys NSW chair Nigel Banks said: "We have thought long and hard about what our existing and new clients need to sustain a sound financial future, and Bentleys Wealth Advisors was the natural next step for our business. We saw the writing on the wall well in advance of changes to the accountants' exemption. We realised we needed to stay ahead of the curve and to have an ability to provide whole of wealth advice, in the best interests of our clients.
“By establishing Bentleys Wealth Advisors we are able to provide clients with a seamless and comprehensive product and services offering to meet their current and future lifestyle needs".
The unit will be headed by Matthew Cassidy, a newly recruited managing director at Bentleys Wealth Advisors.
"Our clients are often seeking support and guidance to navigate the complex landscape of superannuation and retirement planning. We want to be part of their journey, working with our clients as one unified team. The sooner we start planning together the better chance you have of getting the retirement lifestyle you want and deserve," Cassidy stated.