Belford Wealth Management is a leading provider of comprehensive wealth planning services, specialising in estate planning and financial advisory. With a focus on tailored solutions, clients can receive advice on a wide range of financial areas or opt for specific services to meet their individual needs. The firm’s core service philosophies include direct investment portfolio management, ongoing review programs, and a commitment to fee-for-service offerings.
Founded in 2006 by George Dermentzis, a seasoned financial adviser and chartered accountant, Belford Wealth Management has a rich history of serving successful private business owners and professionals. George’s vision for the firm was to create an advice-based approach in an industry often driven by product sales. Anastasia Dermentzis, the Operations Manager, brings over two decades of global corporate experience to the team, enhancing the firm’s capabilities in delivering top-notch financial services.
Operating under the ABN 22 669 122 429 and ASIC No 428537, Belford Wealth Management is dedicated to providing a total wealth planning and management solution to its clients. Whether clients seek assistance with investment strategies, estate planning, or financial guidance, the firm’s team of experts is committed to delivering personalized services that align with each client’s unique financial goals and aspirations.