Finance is a journey

Life is always changing and with it, your finances can change too. At Bentley Zeus we work with you to prepare you for your financial future.

Who We Help

The Finance world can be complicated! If you fall into one of these categories we may be able to help you!

At Bentley Zeus, we empower professionals and farmers to maximize their time and shape the lives they envision. Our mission is to help you achieve your dream retirement by securing your present and planning thoughtfully for the future. Together, we’ll craft a lifestyle that truly reflects your aspirations.
We take the complexity out of financial planning, leveraging our expertise in superannuation, insurance, investments, and tax laws to help you optimize your resources and live the life you desire.
Bentley Zeus provides you with essential insights into the aged care system, helping you manage your finances during this next stage of life, whether you’re transitioning into care or receiving support at home. We simplify the complexities of the Centrelink aged pension and its financial implications, ensuring you and your loved ones have a clear understanding of your options.

Help to protect yourself from the unexpected twists and turns of life, our expert understanding of insurance is one of the best ways to ensure your future financial security.
Back to basics, budgeting is one of the best ways to manage your wealth and getting your financial wellbeing on track to meet your goals. We can help you to maximize your budget abilities.
A balance of assets and debt are pivotal in helping you succeed, allow our expertise to guide you!
Super is one of the most impactful ways to grow your wealth in a tax effective way. Let us help you make the most of your super.
A growing family, you are starting a new career path or your financial priorities have shifted? These are great opportunities to seek our professional advice.
We are committed to being the trusted partner families turn to for guidance through the emotional and financial complexities of aged care. Our goal is to safeguard your financial future while providing you with clarity, confidence and practical support at every step.
It can be difficult to consider what will happen to your finances after you're gone, let us help you through the tough conversations around your Will and Estate Planning. We always recommend that you seek legal advice when it comes to Wills and Estate Planning - we can point you in the direction of legal professionals in this field.

We invite you to an introductory meeting where we can get to know you better and understand your motivations for seeking advice, as well as what matters most to you. During this session, we will clarify what you can expect moving forward!
In this session, we will outline our approach to help you achieve your goals and objectives. We will clarify the scope of our advice and provide you with an engagement letter detailing our services and fees.
We will provide you with a written statement of advice, outlining the associated risks and benefits. We will explain and model how these recommendations will help you achieve your goals and objectives.
After implementing the agreed-upon advice, we will offer you the opportunity to continue working with us to ensure you stay on track toward your goals. We will also review any changes in your situation and adjust your plan as needed.

Meet the Team

Joanne Stephens - Owner and Advisor

About Jo
Deanna Dollery - Bookkeeper and Administrator

About Deanna
Mackenzie Stephens - Compliance Officer and Social Media Manager

About Mackenzie