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Beresfords Wealth Management

Financial Services

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Beresfords Wealth Management
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    Ganan Thiyakesan Client Services Officer at Beresfords Wealth Management
    • Newtown, New South Wales, Australia
    • Rising Star
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    Niccolo Matthew Colabres Administrative Assistant
    • Philippines
    • Rising Star
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  • Rachel Hubbard Aspiring Financial Advisor, Women in Finance Scholarship Recipient
    • Merewether, New South Wales, Australia
    • Rising Star
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    James Beresford Helping people live their best life experiences
    • North Sydney, New South Wales, Australia
    • Rising Star
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    Katrina Reyes My goal is to provide my team with high-quality assistance in financial planning. Assisting our clients in improving their quality of life is what I enjoy most about my job.
    • Metro Manila, National Capital Region, Philippines
    • Rising Star
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Overview

First and foremost, we are dream makers. We feel our clients’ hopes and fears, and we hold their dreams in our hearts. It is our unwavering desire to help as many people as we can live their best life experience Established 1993, Beresfords is an independent, boutique, fee-for-service wealth management firm, offering diversified financial services in Australia. From day 1, our goal is to educate and empower clients as we shine a light on what’s possible and guide the way to financial peace of mind. Our team, with years of experience and specialising in various areas of personal finance and investment, operates with integrity, transparency, and open communication. We are committed to exceeding our client’s expectations and preserving the trust they have given us over the years. It is with hard work, innovation, and expertise that we continue to guide our clients on their financial journeys. If you would like to join us and entrust our team with your financial dreams, please feel free to send us a message here or call us at 1800 688 688.

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