Financial Planning

Benjamin King Money Wealth has a strong commitment to client relationships by focusing on both wealth creation and protection. We plan and monitor unique financial strategies which are effective for our individual clients focused on what is really important to their lives. We are determined to achieve unsurpassed client satisfaction.

We do this through the delivery of the highest quality strategic financial and investment planning combined with portfolio management for our clients. We were established in 2004, and since then have been providing comprehensive wealth management services to professionals, business owners and family groups. We currently manage over $140 million of clients funds, aiming to manage their sometimes complex affairs in a simplified solution.  We create financial security and let you focus on what is really important to you.

RESEARCH AND STRATEGY

We leverage from independent investment research houses who provide financial product ratings, market insights and portfolio construction tools to empower our investment strategies and deliver high quality, tailored financial advice solutions to our clients.

TECHNICAL SERVICES AND SUPPORT

We have direct access to Australia’s leading technical
specialists who provide us with regular updates to keep
abreast with the latest strategic opportunities and changes.

  • Financial planners help people create solid financial plans for the future. Achieving financial freedom is usually the ultimate goal. Who doesn’t want a fully paid-off home? Who wouldn’t want less time in the office and more time on the beach?
  • Achieving these types of financial goals is much easier with advice from the experts. Benjamin King Money Wealth delivers exceptional quality strategic financial and investment planning combined with portfolio management. The company aims for nothing less than unsurpassed client satisfaction in financial planning.

A member firm of DFK International a worldwide association of independent accounting firms and business advisers.

CONTACT

L/3, 689 Burke Road, Camberwell, VIC 3124
PO Box 1163, Camberwell, VIC 3124
Telephone: 03 9804 0411
Facsimile: 03 9804 0422
Email: info@dfkbkm.com.au