Wealth Pty Ltd
Bennelong Private Wealth is a specialist tax
structuring and financial planning practice which provides independent
and unbiased advice to individual clients.
Our services could help you
• to be financially better organised
• to improve your investment returns
• to reduce your tax liabilities
• to better manage financial risk
• to avoid running out of money
• to achieve and maintain your desired lifestyle
Experience and Qualifications
Bennelong Private Wealth was established by Bill
Raffle after 23 years with KPMG. Bill was a KPMG tax partner for
seven years, head of KPMG Australia’s managed funds tax practice
and head of KPMG Australia’s financial planning practice.
Clients of Bennelong Private Wealth benefit from
the unique dual tax and financial planning experience and qualifications
of Bill Raffle, B.Com (UNSW), M.Tax (Syd), FCA, Certified Financial
Planner and CA-Specialist in Financial Planning.
Independent and Unbiased Advice
Bennelong Private Wealth provides completely
independent, impartial and unbiased advice. We have no ownership
links to product providers and we retain no commissions nor other
benefits from product providers. We are paid only by our clients
and are not product salespeople.
Free up front meeting
We offer a free upfront meeting to determine
whether there is a match between your needs and our service offering.