Beresfords Financial Planning in North Sydney | Financial planner

Beresfords Financial Planning

Locality: North Sydney

Phone: +61 1800 688 688

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Reviews

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• Consultation agency
• Investing service
• Financial planner

25.01.2022 Harry Bronn... A master class in giving holistic financial advice in a great environment.

24.01.2022 24 years ago 1 man had a vision and today, as a result, 30 amazing professionals have a great working environment to help their clients have their best possible life experiences. James first client family is still a client today... speaks volumes. Happy birthday James and thank you.

23.01.2022 Making the long awaited move to International Direct Investments... Save the date card for our upcoming seminars. More information to follow soon.

22.01.2022 Spent time practicing video this week with this awesome bunch. What a great city...

21.01.2022 This photo captures the essence of why we are in business... To help people have their best life experiences. Errol and Jan have been clients for 15 years, and met with James, Trudi and the family in Barcelona last night for a lovely meal as part of their trip around Europe. Special times.... (everyone is safe too) #planningahead #ourclientsbecomeourfriends #greatadvice #lovelypeople #lifestylebusiness

21.01.2022 December went by in a flash Who would believe we are already halfway through January? Well, December saw the 3rd year anniversary of our Paraplanner Erica, whose mathematical ability tells us she is on the pathway to being an extremely good strategic thinker. Congratulations Erica, thank you for your valuable contribution to our team. ... #whyweworkhere

17.01.2022 Some shots of our quarterly BTogether... a great company wide meeting and a fun night out. Great people...

16.01.2022 Taking 5 minutes to appreciate our city after a great meeting with Susan Ignall...

16.01.2022 After months of training, our Manager of financial advice, Harry Bronn, completed a 10 day trek on the rugged Larapinta Trail with his cousin. It snakes through the West McDonald Ranges, west of Alice Springs in Central Australia. Big achievement Mr Bronn!! #lifestylebusiness #planahead #healthcomesfirst #flexibleworkplace #thisisaustralia #findyourpassion

16.01.2022 Beresfords Annual Staff Goal Setting Day Always a wonderful way to start the year... A day setting whole of life goals for the upcoming year, but equally if not more important, time spent reflecting on the past 12 months. Great day and looking forward to a fantastic 2018.... #leaders #growingleaders #loveourwork

16.01.2022 Belated October anniversary note. Just the one reason to celebrate in October but boy is it a great one. Kate has been the backbone of the finance side for 4 years and were all very grateful to have her in our company.

15.01.2022 A little princess helping Lara prepare for the return to work next week. Happy New Year and looking forward to a great 2018... See ya soon!

15.01.2022 January is going by very quickly, just like the way Mark and Kim described their first year working with us. Investment Management is their craft, with Mark running the business operations and Kim ensuring advice is prepared and implemented at a very high standard. We are very grateful to have them on our team. Congratulations guys.

14.01.2022 And just like that, another month has gone by! In February, we celebrated the genuine love and care that we have for our clients and for our people. For us in Beresfords, positively impacting peoples lives is undoubtedly what motivates us - Trudi, Philip and Jason can attest to that. We are beyond grateful to have such dedicated people in the team.

14.01.2022 Some of the team met with our London based Investment Partner this afternoon. Great casual catch up before a week of action packed seminars...

13.01.2022 September anniversaries... Vinces thoughts on work as we celebrate his first year with the Beresfords team #WhyWeWorkHere #FirstYearAnniversary #OurClientsOurFriends #BeresfordsFamily

13.01.2022 Our new CEO calling the shots at team lunch, over Skype and, we guess, just generally around the company today. Lots of fun. Have a great weekend #familyfriendly #advice #funatwork

13.01.2022 Having an International office has so many positives, physical distance being the only downside. Steve Smallcalder loves bridging the gap, heading to Manila to work and train our amazing team. They clearly like seeing him too! Enjoy guys. #teamwork #familieswhohavefuntogetherstaytogether #manila #growth #giftedteam

13.01.2022 Save the Date for our 2nd Annual Golf Day... Was a great day last year. More to follow soon...

12.01.2022 Beresfords Annual Golf Day went down a storm again today. Great fun, weather and lovely time spent with clients and friends of the club. Great way to start the weekend. #blessed #golf #financialadvice

12.01.2022 Any New Years Resolutions of a financial nature already off track before then end of February? Clearly define your financial goals and implement a plan to achieve them... #wealth #success #knowledge #successful #investing #entrepreneurship #business #money #finance #ambition #stocks #realestate #motivation #wisdom #marketing #advice

11.01.2022 What an amazing week, rolling out our new International Direct Share solution. The best week in many of our careers... why.... - the team work was incredible; - were significantly improving our investment solution to our valued clients;... - and most of all, we got to spend some great time with our amazing clients. #proud #familybusiness #financialadvice #weloveourwork #weloveourclients

10.01.2022 Establishing your own family superannuation fund can be (there are lots of factors to consider) a fantastic way to save for retirement. The regulator is doing their best to protect everyone (article below) but please also make sure youre dealing a knowledgeable, professional and adequately licensed business... #proceedwithcaution #getgoodadvice #advice

10.01.2022 A chaotic but fun day in the office today to prepare for our investment seminars this week...

09.01.2022 Taking time to celebrate some great milestones/ anniversaries in the team this month, with Trudi dialling in from Europe as a surprise too. Special team. #culture #familyfriendly #wecareabouteachother #whyworkanywhereelse

08.01.2022 New addition to our Beresfords Family this week, with Eva arriving safe n sound. Year 2037 Marketing Director we think! #familyvalues #futureleaders

06.01.2022 Family friendly work environment...! Our Managing Directors daughter came in to "Direct" #futureleaders

06.01.2022 Few of us for Friday lunch down in Kirribilli... Big week and a well deserved sandwich in the sun. Winter? #greatculture #teamwork #kirribilli

05.01.2022 James, Steve, Scott and the wonderful team in Manila running through in detail the growth plans for he company. New services on their way....Exciting times!

02.01.2022 These guys, Lara and Jude, have put in a massive effort on our new website, video editing, marketing etc over the past few weeks. Quick bite to eat at the Opera Bar to say thank you before Jude heads back to our office in Manila. Great work guys...! #newlook #webdesign #meaningfulwork #advice

02.01.2022 225 years of investment markets experience gathered today for our Quarterly Investment & Asset Allocation Committee... Great conclusions drawn. #investmenttalk #effort #hardwork #greatconversations #investments #progress

02.01.2022 The guys in the office are starting to prepare for our annual client golf day at Chatswood Golf Club. Details to follow soon...! #chatswoodgolf #golfday #community #giveback

01.01.2022 We hope you have an amazing festive period. Take care and see you in 2018! https://vimeo.com/channels/christmasmessage

01.01.2022 James Beresford meeting with our London based investment partner to prepare for our upcoming investment seminars. Good work James...!