What Bentleys Private Wealth does

Bentleys Private Wealth is an Australian financial advisory firm headquartered in Sydney that provides individually tailored wealth management and financial planning services to high-net-worth individuals, business owners, pre-retirees, retirees, and families. Operating as a Corporate Authorised Representative (No. 001310775) of Bentleys Financial Services NSW Pty Limited under AFSL No. 306986, the firm operates within the broader Bentleys Network of professional services firms. The legal entity is Bentleys Private Wealth NSW Pty Ltd (ABN 48 679 368 597), with a stated headcount of 11-50 employees and a founding year of 2016.

The firm delivers six core service lines: wealth building through diversified portfolio construction across asset classes, SMSFs, and trusts; family protection through insurance planning; business advisory covering cashflow, SMSF property ownership, key person insurance, and succession planning; goals-based retirement planning with downside risk management; estate planning for generational wealth transfer; and tailored portfolio construction strategy combining active and passive approaches. The core technology consists of financial advisory services, portfolio construction methods, and client-facing financial models used in regular review meetings; no proprietary technology platform, mobile application, or digital product is offered. The firm has no disclosed AI/ML capabilities, patents, or proprietary technology assets.

The business model is professional services revenue, generated through financial advisory and planning fees. Pricing is not publicly disclosed, and prospective clients are directed to contact the firm directly. Distribution is via direct advisory consultations at the Sydney CBD office, supported by email newsletter marketing and referral flow from the Bentleys Network. Revenue figures, AUM, client counts, and growth metrics are not publicly disclosed, limiting financial visibility.

Name

Bentleys Private Wealth

Legal name

Bentleys Private Wealth NSW Pty Ltd

Website

https://bentleyswealth.com.au

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Bentleys Private Wealth is a Sydney-based financial advisory firm providing tailored wealth management, retirement planning, business advisory, and estate planning services to high-net-worth individuals, business owners, and families under the Bentleys Network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)

Keywords

• Wealth management services
• Financial advisory
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory and planning fees, likely charged as a combination of fixed fees for comprehensive financial plans and ongoing advisory fees for portfolio management and regular consultations. Services are provided to individuals, families, and business owners seeking wealth building, protection, retirement planning, and estate planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bentleys Private Wealth is a Sydney-based financial advisory firm that delivers personalized wealth management services to individuals, families, and business owners. Core offerings include investment advisory, retirement and superannuation planning, estate planning, and insurance advisory, delivered as integrated advice grounded in each client's broader financial circumstances.

Product overview

Bentleys Private Wealth is a financial advisory firm offering individually tailored financial advice across six core service areas: wealth building through diversified investment portfolio construction, family protection via insurance planning, business advisory services for cashflow and succession, retirement planning with downside risk management, estate planning for generational wealth transfer, and portfolio construction strategy selection. The firm has over 50 years of combined industry experience and provides personalized financial guidance rather than a single unified technology product.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Holistic wealth management advisory service for individuals, families, and business owners covering investment strategy, asset allocation, and ongoing portfolio guidance.
• Retirement and Superannuation Planning Advisory service supporting clients preparing for or transitioning into retirement, including superannuation strategy and decumulation planning.
• Estate Planning Advisory service helping individuals and families structure wealth transfer, succession, and estate outcomes.
• Insurance Advisory Advice on personal risk and wealth protection insurance solutions for individuals and business owners.
• Investment Advisory Personalized investment advice and portfolio recommendations aligned to each client's goals, risk profile, and time horizon.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Bentleys Financial Services NSW Pty LimitedcoreStrategic or Co-development PartnerBentleys Private Wealth NSW Pty Ltd operates as Authorised Representatives of Bentleys Financial Services NSW Pty Limited (ABN 17 087 169 266, AFSL No. 306986). This is the parent/licensing entity providing the regulatory authorization and brand framework under which the firm operates its financial advisory services.

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Direct peers

• Pitcher Partners (Wealth Advisory): Mid-market accounting and advisory network in Australia offering wealth management alongside accounting and business advisory. Comparable as a peer because, like Bentleys, it cross-sells wealth advice through an accounting/partner network and serves business-owner clients.
• Count Financial: Australian accountant-affiliated financial advice network providing wealth management, superannuation, and retirement planning services. Comparable to Bentleys Private Wealth because both operate under a professional services network (accounting) model and license their advice under a central AFSL.
• Shadforth Financial Group: Australia-based financial advisory firm providing tailored wealth management, retirement planning, and investment advice to HNW individuals and retirees. Directly comparable in customer segments (HNW, pre-retirees), advisory-only model, and emphasis on personalized planning over bank-aligned products.
• Ord Minnett Private Wealth: Australian private wealth and stockbroking firm offering tailored portfolio management, retirement, and estate planning advice. Comparable in HNW focus, Sydney presence, and personalized advisory model.

Broad incumbents

• Macquarie Private Wealth: Private banking and wealth division of Macquarie Group offering investment advisory, portfolio management, and superannuation services to HNW Australians. Comparable in HNW target segment and service mix but with much broader product suite.
• LGT Crestone Wealth Management: Australian arm of global private banking group LGT, offering UHNW wealth advisory and investment management. Comparable as a competitor for HNW/UHNW mandates but materially larger and backed by a global private bank.
• IOOF/Insignia Financial (Private Wealth): One of Australia's largest wealth management groups offering platform, superannuation, and private wealth advice. Comparable as a competitor for HNW advice mandates but operates at materially greater scale and product breadth.
• Westpac Private Bank (St.George Private): Bank-aligned private wealth division serving HNW Australians with portfolio advice, retirement, and succession planning. Comparable in target client and service mix but operates within a major bank platform rather than an independent authorised-rep model.
• AMP Financial Planning: Major Australian wealth manager with an extensive financial adviser network serving HNW and mass-affluent clients. Comparable in core HNW advice offering but vastly larger and operates its own AFSL infrastructure.

Regional players

• RSM Australia (Wealth Management): Mid-tier Australian accounting and advisory firm with wealth management services targeting business owners and HNW individuals. Comparable as a same-network-style player in the accounting-affiliated wealth advisory space, competing for similar business-owner mandates.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bentleyswealthadvisors

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bentleys Private Wealth