In the Beginning

Benfield Paraplanning Services (BPS) was originally founded by the sole owner, Karen Benfield, in 2006. Since its’ nexus, the business has sporadically transformed in one way or another yet has always had Karen as the driving force of the business.

Karen, who has been CFP qualified since 2006, has built a highly impressive business over the past 16 years.

About Benfield Paraplanning Services

Welcome to Benfield Paraplanning Services, your trusted partner in paraplanning. We are proud to be 100% Australian owned and operated, providing an on-shore paraplanning service that is second to none.

Your Paraplanning Partner

Are you a financial advisor looking for a reliable paraplanning service? Look no further. At Benfield Paraplanning Services, we understand the complexities and demands of your role. We’re here to lighten your load, providing you with comprehensive paraplanning support that allows you to focus on what you do best – advising and building relationships with your clients.

With over 20 years of experience in the industry, we have built a reputation for discretion, trustworthiness, and quick responses. Our team is dedicated to providing the highest level of service to our clients, ensuring that their needs are met in a timely and professional manner.

Our Experience

With over two decades in the business, we have honed our skills and deepened our understanding of the paraplanning industry. Our experience is the backbone of our service delivery, enabling us to provide services that are not only efficient but also of the highest quality.

Karen Benfield

Karen Benfield

Our Heritage

Benfield Paraplanning Services was born out of a desire to provide top-notch paraplanning services to the Australian market. We are deeply rooted in our Australian heritage and are committed to supporting our local economy. As a 100% Australian owned and operated company, we understand the unique needs of our clients and are well-positioned to provide tailored solutions that meet these needs.

Our Values

At Benfield Paraplanning Services, we value discretion and trustworthiness above all else. We understand the sensitive nature of the information we handle and are committed to maintaining the highest level of confidentiality. Our clients trust us because they know we respect their privacy and work diligently to protect their interests.

Our Commitment

We are committed to providing quick responses to all our clients. We understand that time is of the essence in the paraplanning industry, and we strive to provide our services in the most efficient manner possible. With Benfield Paraplanning Services, you can rest assured that your needs will be met promptly without compromising on quality.

Thank you for choosing Benfield Paraplanning Services.

We look forward to serving you.