Broadbent Financial

At Broadbent Financial, we are committed to providing personalized, diligent, and non-aligned private wealth management and financial services to our clients in Melbourne. Our team of experienced advisors is dedicated to developing investment strategies that significantly grow our clients' assets and meet their needs. We believe in building long-term relationships with our clients, and our goal is to provide them with quality, uncomplicated advice to navigate through markets now and into the future.

Our Services

We offer a comprehensive range of financial services, including asset management, extensive research and deal flow, portfolio management, and financial planning. Our asset management services are designed to help our clients grow their wealth over time through a combination of careful structuring, asset allocation, investment selection, and meticulous performance and tax reporting. We also provide our clients with access to a broad range of research, state-of-the-art websites, and investment capabilities, as well as a variety of structured products and floats if appropriate.

Our portfolio management services involve building and continuously monitoring investment portfolios that can consist of Australian and international shares, listed property, infrastructure, and listed fixed interest. We also provide our clients with daily access to superior portfolio management and performance reporting through our website, as well as tax reporting with optimized capital gains tax reporting at its core.

Our People

At Broadbent Financial, we pride ourselves on our team of experienced advisors who are dedicated to providing exceptional service to our clients. Our advisors are committed to understanding our clients' circumstances, family, aspirations, needs, and requirements, and matching these to their available resources and an acceptable investment profile. We believe in building long-term relationships with our clients, and our goal is to provide them with quality, uncomplicated advice to navigate through markets now and into the future.

Our Strengths

One of the key strengths of Broadbent Financial is our independence. We are an Australian-owned financial services company that is not conflicted by a larger organization's vested interests. This allows us to provide unbiased advice and to act in the best interests of our clients at all times. We also have access to all important research, which we summarize down into a daily client note, and we have relationships with all leading investment banks, providing top access to floats for our clients.

Why Choose Us

If you're looking for a financial services company that is committed to providing personalized, diligent, and non-aligned private wealth management and financial services, then Broadbent Financial is the right choice for you. We offer a full private asset management service that is personal and transparent, and our objective is to grow the value of your assets over time. We also have a strong commitment to security, with all investments held in our clients' own names and our domestic back office functions and clearing outsourced to a division of the Australian & New Zealand Bank (ANZ).