Bennelong Wealth Partners

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Our Platform

Bennelong Wealth Partners has designed a market leading platform solution that brings together the best of breed providers and services under one solution available through Bennelong Wealth Partners as a central offering only to our boutiques and their clients.

The Platform has been designed to enable clients to invest in an efficient and convenient manner and view and record all facets of their wealth, investments and full financial position, whether managed by a Bennelong Wealth Partners Boutique or not, in one central location.

Dedicated CIO & Research

Bennelong Wealth Partners supports its Boutiques by enhancing their service offering in order to deliver sophisticated wealth management services to meet client expectations.  Access to the Bennelong Wealth Partners Chief Investment Office provides Boutiques’ clients and their advisers with institutional-grade investment expertise, asset allocation and a portfolio construction framework, with a broad and flexible Approved Product List.

Tailored Online Investment Reporting Capability

The Bennelong Wealth Partners Investment Platform offers an online mobile friendly portal for clients to access their investment information, reports, performance analysis and news.  The portal provides an interactive view of client investment portfolios, asset allocation, performance and comparisons against benchmarks, and has the capability to be further tailored to meet client requirements.

Investment Advisory

Our advisory teams provide advice on cash, money market securities, fixed income, Australian and international equities, specialist managed funds, listed property trusts, self managed superannuation funds, model portfolios, margin lending, structured transactions and custody.  We base our advice on investment research sourced from our Chief Investment Office and our extensive network.  Click here to learn more. 

Financial Planning

Our Advisory teams, together with you, determine appropriate investment structures and planning strategies for the protection, preservation and growth of your wealth and achievement of your personal, lifestyle and financial goals over the short and long term.

Bespoke Wealth Management Services

Through the Bennelong Wealth Partners platform, Boutiques and their clients can access bespoke wealth management services across Philanthropy, Not for Profit Advisory, Foundation Administration and Property Advisory.

 

Our specialist team combined with The Bennelong Foundation’s advisory board, a group of non-executive directors and advisers, has a proven record of working closely with not for profit boards, management and volunteers.

Philanthropic Advisory Services

We leverage the expertise of The Bangarra Group to provide end-to-end support and advice on establishing, structuring and managing your philanthropic vision. Learn more about our philanthropic advisory services. 

Foundation and Not For Profit Advisory

Through the Bennelong Foundation, we have worked alongside not for profits, government, community and other philanthropists seeking to achieve sustainable community outcomes.  Based on our experience with, and understanding of, the needs of not for profit organisations, we provide strategic regulatory, risk management and overall guidance and advice in addition to creating tailored investment management strategies for foundations and not for profit organisations.

Foundation Administration Services

We offer a range of administration and trustee services, and assist with determining, managing and administering the grant application process for foundations.  We assist with stakeholder management and the preparation of Board documents and minutes, as well as the financial administration and investment management for foundations.

Family Governance

We assist with the planning and structuring aspects in relation to liquidity events, such as a sale of business or shares and options or an inheritance, for business owners, executives and families.  We provide guidance on the professional and personal considerations associated with such events.  Additionally, we assist with the realisation, documentation, communication and execution of your vision for the family and those you wish to benefit over generations.

Property Advisory Services

We are able to refer you to our Bangarra Group partners to source and acquire commercial and residential property investment and development opportunities through our national and international networks and affiliations,in addition to offering ongoing management services.

To learn more about the full range of our services, download our partner brochure.