Beresfords Wealth Management is a firm of Chartered Financial Planners and a part of the Beresfords Group, which was established in 1968. The company offers independent, whole-of-market financial advice to both private individuals and corporate clients. Their core mission is to help clients achieve their financial goals through personalized, long-term strategies covering investment planning, retirement planning, inheritance tax, and protection services. They are committed to building lasting client relationships based on trust and professional expertise.

Founded in

Australia