Business Details
Your Trusted Financial Partner in Sydney
At Beresfords Wealth Management Wealth Management, we are dedicated to empowering individuals to achieve their financial aspirations through personalized and strategic guidance. With a client-centric approach, we collaborate closely to transform complex financial landscapes into clear, actionable plans tailored to each client's unique goals. Our team of experienced professionals combines technical expertise with a deep understanding of evolving market dynamics to deliver holistic solutions in retirement planning, superannuation, investment management, and estate planning. We prioritise transparency, ensuring our clients are equipped with the knowledge and tools to make informed decisions, fostering long-term financial security.Established with a commitment to excellence, our firm has built enduring relationships with clients since the early 2000s, evidenced by testimonials highlighting our dedication to integrity and tailored service. By aligning our strategies with individual aspirations, we aim to simplify financial complexities, enabling clients to focus on living their desired lifestyle with confidence and peace of mind.
Services
Strategic Advice
Retirement Planning
Superannuation Management
Property Investment
Insurance Solutions
Estate Planning
Centrelink Guidance
Aged Care Planning
Investment Management
Cashflow Management
Highlights and features
- We offer personalized financial solutions tailored to your unique goals.
- Our team has decades of combined experience in holistic financial planning.
- We prioritise transparency with a fee-for-service, non-institutionally aligned approach.
- Our strategic advice integrates tax efficiency, risk management, and long-term wealth creation.
- We provide ongoing support, regularly reviewing and adapting plans to life changes.
Associations and certifications
- Australian Financial Services Licence (AFSL)
What people say
Personal attention
Transparent processes
Confidence in outcomes
Honest and non-aggressive
Tailored financial advice
Services
Strategic Advice
Our strategic advice creates tailored financial roadmaps to align your current resources with long-term goals. We analyse cash flow, assets, and aspirations to design actionable plans that adapt to life changes. By integrating tax efficiency and regulatory compliance, we ensure your strategy evolves with your needs, providing clarity and confidence in decision-making.
Retirement Planning
Retirement planning focuses on building sustainable income streams to support your desired lifestyle post-retirement. We assess your current financial position, project future needs, and implement strategies to optimise superannuation and investments. Regular reviews ensure your plan remains aligned with changing regulations and personal circumstances, offering peace of mind for your golden years.
Superannuation Management
Superannuation management maximises your retirement savings through strategic contributions and fund selection. We navigate complex regulations to optimise tax benefits and investment growth, including SMSF solutions. Our approach ensures your superannuation aligns with broader financial goals, providing a secure foundation for retirement while minimising compliance risks.
Estate Planning
Estate planning safeguards your legacy through legally sound wills, trusts, and power of attorney arrangements. We coordinate with legal experts to ensure assets are distributed according to your wishes while minimising tax liabilities. This service also addresses incapacity planning, ensuring your financial and personal affairs are managed as intended during unforeseen circumstances.
Investment Advice
Investment advice tailors portfolio strategies to your risk tolerance and financial objectives. We conduct in-depth market analysis to select diversified assets, balancing growth potential with risk management. Ongoing portfolio reviews ensure alignment with evolving goals, leveraging opportunities to enhance returns while maintaining disciplined investment practices for long-term wealth accumulation.
People
James Beresford
Managing Director | Financial Adviser
James Beresford leads Beresfords Wealth Management Wealth Management with over 20 years of experience in financial planning. His client-focused approach prioritises long-term relationships and tailored strategies. James specialises in retirement planning and superannuation, ensuring clients achieve financial security through transparent, ethical advice.
Trudi Beresford
Director | Financial Adviser
Trudi Beresford brings expertise in holistic financial planning, with a focus on empowering clients through education and clarity. She has over 15 years of experience in investment management and estate planning, delivering solutions that align with individual aspirations and regulatory requirements.
Harry Bronn
Senior Financial Adviser
Harry Bronn specialises in strategic advice and tax-efficient wealth creation. With a decade of experience, he helps clients navigate complex financial decisions, ensuring plans are adaptable to life changes while maintaining compliance with evolving industry standards.
Lara Gomez
Director of Operations & Culture
Lara Gomez oversees operational excellence and team development at Beresfords Wealth Management Wealth Management. With a background in financial services management, she ensures seamless client experiences and fosters a culture of continuous improvement, aligning internal processes with client-centric goals.
Scott Marshall
Head of Investments
Scott Marshall leads investment strategy with expertise in portfolio management and market analysis. His 18 years in finance focus on optimising asset allocation and risk management, delivering tailored solutions that enhance long-term client outcomes through disciplined investment practices.
Questions
What is financial planning and why is it important?
Financial planning creates tailored strategies to manage wealth, achieve goals, and ensure long-term security. It's crucial for aligning resources with life objectives and adapting to changing circumstances.
How do you tailor services to individual needs?
We conduct detailed assessments of your goals, risk tolerance, and financial situation to create bespoke plans that evolve with your personal and professional changes.
What areas of financial advice do you specialise in?
We specialise in retirement planning, superannuation, investment management, estate planning, and tax-efficient strategies to provide holistic financial solutions.
How often are financial plans reviewed?
Plans are reviewed annually or when significant life events occur to ensure ongoing alignment with your goals and regulatory changes.
Are you regulated by any Australian financial authorities?
Yes, we operate under an Australian Financial Services Licence (AFSL 318930) and adhere to strict compliance standards for client protection.
Can you help with SMSF (Self-Managed Super Funds)?
Yes, we provide end-to-end SMSF services, including setup, compliance, and ongoing management tailored to your retirement goals.
Reviews (7)
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, Ive encountered many so called professionals over the years that when the rubber hit the road, were just regurgitating generic blurbs that I couldve 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 youre 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
Absolutely amazing! Beresfords are our Wealth and Financial Advisers and their team couldn't be more phenomenal. They make financial advice understandable and they genuinely care. I'm so glad I chose them, knowing now that my financial future is in good hands. Thanks James, Lara and the team.
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.
