Financial Planning

Benjamin King Money Wealth is committed to client relationships by focusing on wealth creation and protection. We plan and monitor unique financial strategies that are effective for our clients focused on what is important to their lives. We do this through the delivery of the highest quality strategic financial and investment planning combined with portfolio management for our clients.

Established in 2004, we have been providing comprehensive wealth management services to professionals, business owners and family groups.

Good financial planning isn’t about guessing what the market might do. It’s about getting clear on where you want to go and putting the right steps in place to help you get there.

At DFK Benjamin King Money, we start with a conversation. We want to understand your goals, your lifestyle, and what really matters to you.

Whether you’re preparing for retirement, building wealth, or just looking for better control over your finances, we’re here to help you make smart decisions with confidence.

That’s why our advice is tailored to fit your life. We take a big-picture view, helping you map out a strategy that feels realistic, achievable, and built to grow with you.

Here’s how we support you:

Superannuation Strategy: We’ll help you get the most out of your super, making sure your contributions, structure, and investment choices work in your favour, both now and later.
Investment Planning: We help you build a well-considered portfolio backed by research and a clear plan.
Retirement Planning: Whether retirement is coming up soon or still a while off, we’ll help you work through the numbers and set up a strategy so you can enjoy that next chapter without stress.
Cash Flow & Budgeting: We’ll help you take control of your income and spending so your money’s not just coming in, it’s working for you.
Wealth Protection & Insurance: Things don’t always go to plan. We’ll make sure you have the right safeguards in place, so you and your family are protected from the unexpected.
Estate Planning Support: We work with you to ensure your wishes are carried out and your assets are passed on in the way you intend, clearly and with care.

Why DFK BKM for Financial Planning?

Our role goeWe’re not just here to build a plan, we’re here to build a relationship. Our team takes the time to get to know you and adapt as life changes with honest advice and steady support you can rely on.

Let’s Talk About What’s Next

Reach out for a chat with our financial planning team!

Let’s start planning what’s next, together.

Our Financial Planning and Wealth Creation services include

Superannuation & Retirement Planning

Cash-flow Management

Wealth Protection Strategies

Investment & Wealth Strategies

Our service is not limited to addressing standard compliance or statutory requirements. Once your audit and assurance process are completed, we have gained a thorough understanding of your business and operations. We take this knowledge and combine it with our expertise to identify opportunities to make genuine, cost-saving improvements to your organisation, systems, or business operations. We have direct access to Australia’s leading technical specialists who provide regular updates to keep up with the latest strategic opportunities and changes.

Financial planners help people create solid financial plans for the future. Achieving financial freedom is usually the ultimate goal. Who doesn’t want a fully paid-off home? Who wouldn’t want less time in the office and more time on the beach? Achieving these types of financial goals is much easier with advice from the experts. Benjamin King Money Wealth delivers exceptional quality strategic financial and investment planning combined with portfolio management. The company aims for nothing less than unsurpassed client satisfaction in financial planning.