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Financial Management Services

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Taking your finances to the next level

It is not rocket science. The small one-percenters make a very big difference. So be it your tax, structuring a business or even planning for your retirement, come and have a chat with us and let us to take pride in taking YOUR finances to the next level. 

Financial Plans

A financial plan is a comprehensive evaluation of an individual's current pay and future financial state and is customised by considering current known variables to predict future income, asset values and withdrawal plans.

Accounting Services

We cover it all from A-Z. Whether you are looking to set up a business, need guidance on your current business structure or need a little help with your book-keeping, we have you covered.

Insurance

Your personalised net of additional protection. Urge yourself to come and speak to a specialist about both your current and future needs.

 

 

We're Good With Numbers

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Years of Experience
Clients Every Year

What Do Our Clients say?

Josh Phillip

Honest, Unbiased advise. To be honest I was very skeptical about the wealth management industry but after meeting with Richard he changed everything. Will definitely recommend. 

Samantha Chen

Being a medical professional I often find it hard to manage my finances. I met Richard a few times about my tax and few insurances I needed for work. But in the last two years not only has he simplified my finances but I have a great plan that I am working towards. Thanks, Richard & Team.

Md. Ibrahim 

My relationship with RGWM started when I needed to consult to set up a business 5 years ago. They have not only given me support and brilliant tax advise for my business  but helped me and my wife set up a great retirement plan. Thank you so much, team. 5-star service.

About Us

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Richard Ghazan Wealth Management (based in Sydney's south-west) is an extension of Benwest investment services and provides a platform for you to have access to an experienced and accredited financial advisor. We specialise in helping our clients create wealth, while also nurturing it and protecting it into their retirement.

 

Benwest Investment Services Pty Ltd was established in 1987 as a research-based financial planning house and has grown to service individuals, professional firms, corporations, and institutions. Benwest as an entity authorises individual representatives ('Advisers') to provide advice and deal in certain financial products for clients on our behalf.

 

Why Deal with us ?

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We believe that our clients always come first. We do not impose upon our clientele unrealistic or impractical financial advice that is forged from an inexplicable formula, but rather take the time to understand our clients and their aspirations. We discuss with them what it is they require, the requirements which guarantee them a certain lifestyle for their family, the actions which must be taken to grow their businesses and the strategies which must be developed to protect them from the unknown. 

 

Without you, our business wouldn't exist. Our goals rely on your goals bearing fruit, so it is in our best interest to make sure everything runs as smoothly as possible.

 

Our biggest asset is that we are a well-established Australia-owned and operated company.  We are committed to assisting you to determine your unique financial situation and offer proposals which best suit your circumstances and goals.

 
 

Accreditation & Proud Member

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Contact us

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Email & Phone:

richardghazan7@gmail.com

Tel: 0405 124 556

Address

99 The  Kraal  Drive

Blair Athol, NSW  -2560

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Call Now: 0405 124 556