Beresfords Financial Planning

Beresfords is a boutique Financial Planning business that provides a wide range of services to private clients and Referral Partners. Our business philosophy focuses on a holistic approach to Financial Planning, whilst maintaining a commitment to providing highly personalised service through professionalism and expertise. Over the years, Beresfords has developed a unique approach to providing superior service to our valued clients. This has been achieved through firstly, understanding our clients' needs and how they want to be served, developing our people, processes and systems and working in conjunction with our clients' other advisers (eg. Accountants, lawyers, financial planners, mortgage brokers insurance brokers) to develop the "right" "Financial Planning Solution tailored to the client's unique circumstances and preferences. Through Beresfords' Strategic Partner Program, we are seeking to extend the scope of our business relationships to include: Accountants General Insurance Brokers Lawyers Life Insurance Brokers Mortgage Brokers Stockbrokers Investment Advisers Self Managed Superannuation Administration Companies who are looking to shepherd their client by having a quality Financial Planning Referral ensuring that what they achieve in their own profession is not lost through either inappropriate financial planning advice or inadequate service. This Program has been designed to be mutually beneficial to all parties concerned. We believe that you will find our proposal for a strategic partnership an exciting and rewarding venture that will strengthen your relationship with your clients and contribute to your client value proposition by aligning yourself other quality, pre-vetted, quality professionals who you can trust.