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Your Adviser.
Director and Certified Financial Planner (CFP®) Rohan Benstead has over 17 years’ experience in the financial services profession including roles at leading Australian investment and accounting firms. Rohan now shares his genuine passion for helping people with their finances and future financial security through his own firm Kalpa Wealth Management.
Our Services.
Investment Advice
Financial goals
Investment strategy
Retirement Planning
Retirement goal setting
Monitoring
Superannuation & SMSFs
Superannuation strategy
Risk assessment
Retirement focus
Risk Insurance
Risk identification
Insurance covers
Business and personal
Estate Planning
Estate plan guidance
Tailored to you
Financial Planning Tailored To You.
We like to get to know you as our client, and to find out what’s important to you. We’ll work closely with you every step of the way, ensuring you always feel in control of your financial direction and the solutions and strategies we recommend.
It's about understanding where you are today along life’s journey and where you would like to be in the future. With this understanding, we can begin to map out a holistic plan that’s designed to make your future lifestyle and financial goals become a reality.
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Kalpa Wealth Pty Ltd (T/A Kalpa Wealth Management)
is a Corporate Authorised Representative (1266313) of
Capstone Financial Planning Pty Ltd. ABN 24 093 733 969.
Australian Financial Services Licence No. 223135.
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