Beresfords Wealth Management
Beresfords Wealth Management is a privately-held Australian financial advisory firm, founded 1993, providing holistic financial planning, investment, retirement, and property advisory services to high-net-worth individuals and executives across five Australian cities.
- Company typePrivate
- Founded1993
- HeadquartersNorth Sydney, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Beresfords Wealth Management does
Beresfords Wealth Management is a privately-held Australian financial advisory firm founded in 1993 by James Beresford and headquartered in Sydney. The firm provides holistic financial planning and wealth advisory services — including financial planning, strategic advice, retirement planning, superannuation management, investment and portfolio management, property advisory, insurance, lending solutions, estate planning, budgeting, Centrelink advice, and aged care planning — to time-poor couples, executives, business owners, and individuals across life stages from their 30s through their 60s. The firm operates five offices across Australia's eastern seaboard (Sydney, Melbourne, Adelaide, Brisbane, Canberra) and is owned by the Beresford family and senior management, with an explicit positioning of independence — not captive to any provider of investment products and not tied to any financial institution. Its two wholly-owned subsidiaries, Beresfords Investment Partners (equities, research, IPO participation) and Property Advisory Partners (specialist property), extend the firm beyond traditional financial planning into direct investment execution.
The firm's core technology is an internal asset allocation and portfolio management framework incorporating investment management and personal financial structuring expertise, with a tax-effective investment approach that prioritizes after-tax outcomes over headline pre-tax performance. A client portal is hosted at myfinance-hub.com.au. No proprietary AI, machine-learning, or quantitative technology is disclosed. The firm is governed by a senior team including founder/MD James Beresford, Chairman Vic Chau (derivatives and capital markets specialist), Chief Economic Adviser Saul Eslake (prominent Australian economist), Group General Manager Alex Mercado, Director of Operations & Culture Lara Gomez, plus Heads of Investments and Wealth and senior advisers.
Beresfords operates a relationship-based, sales-led go-to-market with an initial $550 (incl. GST) discovery meeting. Revenue is generated through ongoing advisory fees (recurring), one-time Statement of Advice and implementation fees, and insurance and debt broking commissions. The firm does not retain commissions on client investments; commissions apply only to insurance and debt broking. Marketing relies on a website, organic social (Facebook, LinkedIn, Vimeo) and bottom-of-funnel referral and word-of-mouth channels built through long-duration client relationships.
Beresfords Wealth Management firmographics
Firmographics- Name
- Beresfords Wealth Management
- Legal name
- Beresfords Wealth Management Pty Ltd
- Website
- https://beresfords.com.au
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Beresfords Wealth Management is a privately-held Australian financial advisory firm, founded 1993, providing holistic financial planning, investment, retirement, and property advisory services to high-net-worth individuals and executives across five Australian cities.
- Ownership category
- akta.pro rank
Beresfords Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (52394), Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where Beresfords Wealth Management is headquartered
LocationHeadquarters
- HQ city
- North Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
Beresfords Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Ongoing Advisory Fees: Ongoing advisory fees for continued financial planning services. Fees depend on complexity of client situation and amount of work involved.
- Initial Consultation Fee: Initial discovery meeting fee of $550 including GST.
- Insurance and Debt Broking Commissions: Commissions received for insurance and debt broking services.
- Statement of Advice Fees: Fees for Statement of Advice and implementation of financial recommendations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Initial Discovery Meeting |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Beresfords Wealth Management product offering
Product offeringCore offering
Beresfords Wealth Management is an Australian financial advisory firm that delivers personalised, holistic financial planning and wealth management services to individuals, couples, executives and business owners. Its core offering spans financial planning, strategic wealth accumulation advice, retirement planning, superannuation management, investment advice and portfolio management, property, insurance, lending and debt solutions, estate planning, budgeting, Centrelink advice and aged care planning, delivered through dedicated advisers across five Australian offices.
Product overview
Beresfords Wealth Management is an integrated wealth management and financial services firm offering a comprehensive suite of financial planning and advisory services. The core offering consists of personalized financial planning services, strategic wealth accumulation advice, retirement planning, superannuation management, investment advice with portfolio management, property advisory, insurance, lending solutions, estate planning, budgeting, Centrelink advice, and aged care services. The firm operates through several sub-brands including Beresfords Investment Partners (providing internal equities, research, and portfolio advisory services) and Property Advisory Partners (providing specialist property investment guidance). All services are delivered through a network of offices across Sydney, Melbourne, Adelaide, Brisbane, and Canberra, with a client portal available through myfinance-hub.com.au.
Differentiator
Problem solved
Functional benefit
Brands
- Beresfords Investment Partners: Provides equities services, research, portfolio advice, transaction services, and participation in initial public offerings.
Products and services
- Beresfords Financial Planning Services Holistic financial planning service that creates personalised financial maps based on individual priorities and lifestyle goals, for individuals, couples, executives and business owners.
- Strategic Advice (Wealth Accumulation) Wealth accumulation service providing strategic financial guidance to maximise wealth growth through informed decision-making for clients seeking financial independence.
- Retirement Planning
Quantifiable outcome
- Tailored investment strategies based on individual risk profiles and after-tax return targets
Companies that use Beresfords Wealth Management
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles2 records
Beresfords Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Beresfords Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Property Advisory Partnerscore
- Beresfords Investment Partnerscore
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Beresfords Wealth Management competitors and assessment
Company assessmentDirect peers
- Shadforth Financial Group: Australian boutique wealth advisory firm offering financial planning, investment advice, superannuation, and retirement planning to individuals. Closely comparable in size, service suite, and relationship-led model to Beresfords.
- Count Financial: Australian advice network providing financial planning, investment, and superannuation services to retail and HNW clients. Comparable in breadth of service offering and similar ownership trajectory (private, then acquired by Class Ltd/wealth consolidator).
- Evans Partners: Boutique Australian private wealth management firm offering investment advice, portfolio management, and estate planning to HNW families. Closely comparable in scale, client focus, and independent ownership structure to Beresfords.
- Godfrey Pembroke: Boutique Australian financial advisory firm providing holistic financial planning, investment, and retirement advice to professionals and retirees. Similar target client (time-poor HNW individuals) and non-captive positioning.
- Hillross Financial Services: Australian boutique financial advice network offering financial planning, retirement, and investment advice to individuals. Highly comparable in size, target client, and integrated service model.
Broad incumbents
- AMP Financial Planning: One of Australia's largest advice networks with thousands of advisers. Competes with Beresfords across financial planning, superannuation, and investment advice, though typically at lower-HNW and more mass-affluent tiers.
- Insignia Financial (formerly IOOF): Large Australian wealth management group owning multiple advice brands (Shadforth, IOOF, Bridges) plus superannuation and investment platforms. Overlaps directly with Beresfords' advice and superannuation services, but at institutional scale.
- Macquarie Wealth Management: One of Australia's largest wealth managers offering investment advice, portfolio management, superannuation, and private banking to HNW individuals. Competes with Beresfords for the same executive and business owner segment but at vastly greater scale.
Regional players
- Morgans Financial: Australian full-service stockbroker and wealth manager with offices across Australia. Comparable in offering investment advice, portfolio management, and superannuation, with a comparable multi-city footprint and HNW focus.
- Ord Minnett: Australian private wealth management and stockbroking firm with national office network. Competes with Beresfords' Investment Partners division for HNW investor mandates and portfolio management services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Beresfords Wealth Management social profiles
Digital presenceBeresfords Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Beresfords Wealth Management leadership team
Management profileNumber of profiles
Profiles9 records
Beresfords Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries2 records
Beresfords Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Beresfords Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Beresfords Wealth Management
What does Beresfords Wealth Management do?
Beresfords Wealth Management is an Australian financial advisory firm that delivers personalised, holistic financial planning and wealth management services to individuals, couples, executives and business owners. Its core offering spans financial planning, strategic wealth accumulation advice, retirement planning, superannuation management, investment advice and portfolio management, property, insurance, lending and debt solutions, estate planning, budgeting, Centrelink advice and aged care planning, delivered through dedicated advisers across five Australian offices.
Is Beresfords Wealth Management a public or private company?
Beresfords Wealth Management is a private company. It is classified as family owned and is currently operating.
When was Beresfords Wealth Management founded?
Beresfords Wealth Management was founded in 1993. It employs 11 to 50 people.
Where is Beresfords Wealth Management based?
Beresfords Wealth Management is headquartered in North Sydney, Australia, in the Oceania region.
How does Beresfords Wealth Management make money?
Four revenue lines are on record. Ongoing Advisory Fees are the primary driver. The others are initial Consultation Fee, insurance and Debt Broking Commissions and statement of Advice Fees.
Who are Beresfords Wealth Management's main competitors?
Direct peers on record are Shadforth Financial Group, Count Financial, Evans Partners, Godfrey Pembroke and Hillross Financial Services. Broad incumbents are AMP Financial Planning, Insignia Financial (formerly IOOF) and Macquarie Wealth Management. Regional players are Morgans Financial and Ord Minnett.
Does Beresfords Wealth Management have an API?
No public API is recorded for Beresfords Wealth Management.
What industry is Beresfords Wealth Management in?
Beresfords Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.