At Beresfords, we collaborate with you to ensure that your finances are a vehicle to assist you in reaching the lifestyle you desire. We are your guiding light along your journey to financial freedom. As your experienced financial partners, we will be there to ensure every step towards growing your wealth is leading you to your desired destination - whatever that looks like for you.
Your goals and circumstances are as unique as you are. That's why our team at Beresfords offers personalised and bespoke financial solutions through expert financial guidance, well-informed lifestyle choices and wealth creation management. Our suite of comprehensive financial services will help you solve complex financial problems by making the complex simple.
Your goals and circumstances are as unique as you are. That's why our team at Beresfords offers personalised and bespoke financial solutions through expert financial guidance, well-informed lifestyle choices and wealth creation management. Our suite of comprehensive financial services will help you solve complex financial problems by making the complex simple.
Services
The Beresfords of today is a trusted Financial Advisor and Planning Firm with a strong reputation for collaborating with clients to help them reach their lifestyle goals and support their families. While we've come a long way from our inception in 1993, our principles of transparency, results and trust have not changed - and they never will.
While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we're known for. Our team's experience and commitment are second to none, and each and every member plays an invaluable role. It's our people that make the difference.
All of our financial planning services revolve around you, for you. The cornerstone of our financial planning service is built on holistic, strategic and reliable advice. We collaborate with you to create a big picture view of your life plan with careful consideration of the journey you want to experience.
We understand that financial planning is a long-term commitment. That's why we take the time to listen and address all your aspirations and concerns at every stage of your personal journey. This way, you'll have complete control and be able to make well-informed decisions about your wealth to live the life you deserve.
Just like the results our services offer, our relationships with our cherished clients are lifelong. At Beresfords, we collaborate with clients from all different age groups, walks of life and circumstances. That's because we believe everyone deserves to live the life they want.
No matter what chapter or stage of life you find yourself, you can rest assured that our Beresfords team will guide and support you towards making smart financial decisions to grow your wealth and enjoy your ideal lifestyle.As you turn the page of another chapter in your younger life, you are bound to welcome new beginnings.
No matter what chapter or stage of life you find yourself, you can rest assured that our Beresfords team will guide and support you towards making smart financial decisions to grow your wealth and enjoy your ideal lifestyle.As you turn the page of another chapter in your younger life, you are bound to welcome new beginnings.
Reviews (8)
Greg Watts
Jun 27, 2021
Report
James and the team at Beresfords are our go to financial advisors.
Having first approached them to get some stand-alone advice after the birth of our first son, we've since then developed a now long term relationship, that means they're now our first port of call before making any major financial decisions.
Over the years, they've provided us with impartial third party advice with our portfolio of investment properties when we've been "stuck" and were able to show us which ones were more sentimental than numbers driven and give us clear options with calculations of where our capital could be
Having first approached them to get some stand-alone advice after the birth of our first son, we've since then developed a now long term relationship, that means they're now our first port of call before making any major financial decisions.
Over the years, they've provided us with impartial third party advice with our portfolio of investment properties when we've been "stuck" and were able to show us which ones were more sentimental than numbers driven and give us clear options with calculations of where our capital could be
Lifestyle Building & Maintenance
Jun 24, 2021
Report
As a business owner, I’ve encountered many so called professionals over the years that when the rubber hit the road, we’re just regurgitating generic blurbs that I could’ve read myself on the internet.
The difference with James was that the advice he gave me was backed up with life of experience both personal and professional.
Like talking to any competent professional, their broad experience means they can cut through the fat and know what you’re about to ask almost the minute you open your mouth, but also multiple approaches or solutions and advice on which of those might be best for
The difference with James was that the advice he gave me was backed up with life of experience both personal and professional.
Like talking to any competent professional, their broad experience means they can cut through the fat and know what you’re about to ask almost the minute you open your mouth, but also multiple approaches or solutions and advice on which of those might be best for
Christopher Melotti
Jun 17, 2021
Report
Ashley Anderson
Jun 12, 2021
Report
Beresfords have exhibited the highest standards of professionalism and customer service that i have ever experienced from a financial service business. their help to establish my SMSF was made easy and the regular updates on their performance are fantastic and easily understandable. Since setting up my SMSF we are now looking at venturing into an investment property which they have been able to put my mind at rest using their experienced vast knowledgeable network of property and lending solutions. Its great that they have been able to assist me with solutions to my financial goals
Claire Morgans
Jun 09, 2021
Report
The team at Beresfords have been fabulous to work with. From our initial meeting with them I have been blown away with their knowledge, expertise, patience and service. Nothing is too small or too big a conversation for them to have with you. From asset protection, current financial reviewing, and wealth growth management for our future - I know I'm in the best of hands. Highly recommend.
James Bridge
May 24, 2021
Report
James and Lara are amazing!! after a bad experience with another financial planner I was hesitant at first but after the initial meeting I was blown away by their approach.. I have never felt so driven and focused to build a wonderful life for my family. They have given me valuable strategic advice and direction that is personalised to my circumstances... highly recommended!
Jules Parmax
Jan 16, 2021
Report
James and Lara are the most caring, empathetic, knowledgeable and thorough financial planners I have had the pleasure of speaking with. The way they have assisted my mother and I with our future life plan, whilst showcasing their experience with kindness is not only rate but a gift. I would highly recommend them to anyone looking for help with their future.
John Hill The Web Warriors
Dec 15, 2017
Report
