WEALTH MANAGMENT

At EFS, we help prioritise your goals, which gives you something concrete and meaningful to strive for.
Prioritizing goal helps you connect your investments to what really matters: your family, your future experiences, and your personal needs. We work to increase your wealth beyond taxes, inflation, and fees. We plan, manage risk, help minimize tax costs and deliver wealth strategies that help you reach your goals sooner.

What Should I Expect?

A different approach — one that begins with you and the life you want to lead. We won’t pretend to know what’s right for you without really getting to know you and the way you want your life to look. We won’t give you a one-and-done plan or a one-size-fits-all investment solution.

 

We will get to know you. We will help you answer the most important question, “Can I live the life I want?” by integrating your life plan with your finances to bridge the gap between your ideal life and the life you can afford.

Our Approach

How Bench works

What do I want my life to be like?

We help you prioritise your goals, which gives you something concrete and meaningful to strive for. It helps you connect your investments to what really matters: your family, your future experiences, and your personal needs

How do I achieve my goals?

We help you prioritise your goals, which gives you something concrete and meaningful to strive for. It helps you connect your investments to what really matters: your family, your future experiences, and your personal needs

Am I prepared for life’s surprises?

We help you prioritise your goals, which gives you something concrete and meaningful to strive for. It helps you connect your investments to what really matters: your family, your future experiences, and your personal needs

  • Superannuation
  • Investment Advice
  • Insurance
  • Retirement Planning
  • Estate Planning

As specialists in both Self-Managed Superannuation and personal superannuation, we understand how important retirement savings are. Almost 10% of your hard earned money each year goes into a Superannuation fund for your retirement.

 

Superannuation goes beyond just “forced retirement savings”. Understanding it’s your money and the way its invested is very important. We assist in providing you a plan to maximize your superannuation so that in retirement you don’t have to worry.

 

Our Service Benefits Include

 

  • Investment strategy & strategic planning advice
  • Superannuation consolidation & rollovers
  • Lost superannuation retrieval
  • Structuring of Insurance through superannuation
  • Pension planning, incl. accumulation to pension phase

We believe long-term, intelligent asset allocation is a far better investment approach than trying to pick a single company that may outperform its competitors. Our expert investment team use a broad range of assets to build sophisticated, globally-diversified portfolios. Our approach is guided by esteemed Australian Investment Professionals with over one hundred years of experience and backed by Nobel Prize winning research. By bringing innovation together with intelligent portfolio management we aim to grow and protect our client’s wealth to help them reach their financial and lifestyle goals. Learn more about our Investment Philosophy.

 

Our Service Benefits Include

 

  • Strategic investment advice & planning
  • Ongoing investment management across your portfolio
  • Regular market analysis from our Chief Investment Officer
  • Advice on corporate actions
  • Bespoke investment opportunitie
  • Mail house service for paperwork

Insurance is an important part of any comprehensive plan. To minimize the loss of income to your family that may result from death, temporary incapacity or serious disability, it is paramount to implement an appropriate protection strategy for yourself and your family.

 

We can assist with the entire insurance process, from reviewing your existing insurance cover, to discussing the protection strategies available to you and most importantly the correct holding structure.

 

  • Income Protection
  • Trauma Insurance
  • Life/TPD Insurance
  • Key Man Risk Insurance
  • Business Expense Insurance

With continuing changes in legislation and the economy many people are worried that they’ll have to depend on Social Security benefits or face years of poverty and hardship.

 

We understand that the most effective structure for one client may not be the same for others. Therefore, our comprehensive advice helps you build a financial set of strategies that is in line with your dreams and goals.

To help provide financial security an asset protection plan for is vital and legal documentation will be required.

 

We liaise with you and an experienced estate planning solicitor to ensure your successful estate plan covering areas such as

 

Our Service Benefits Include

 

  • Wills
  • Powers of Attorney
  • Testamentary Trusts
  • Death Nominations

Expert Accounting

Unlimited expert support

Consistent check-ins
We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.

Easy to schedule review calls
Book a call with your bookkeeper directly through the Bench platform. Whether it’s a year end review call or a monthly check-in, we’re always happy to talk shop.

Year-round support
Have complex questions? Our in-house research team is on hand year-round for expert small business advice—at no extra cost.

What you get with Bench

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

One-on-one expert support

You’ll receive real support from real humans, allowing you to take the guesswork out of running your business.

We can design a personalised plan that explains how we can help you to reach your financial goals.

Work with the expert tax team your business deserves

Start a free trial and learn how Bench can take tax and bookkeeping stress off your plate for good. We’ll do one month of your bookkeeping and prepare a set of financials for you to keep.