Our services.

Benzer Thrive

All Benzer Thrive clients receive unparalleled service and support in their family financial journey. Benzer Thrive includes the following high-value consulting from our Benzer Model:

  • Nishana [tm] - Our proprietary process for building and achieving goals.

  • OSOM [tm] Process - Our intuitive and bespoke process to manage family cash flow WITHOUT a budget

  • BENZ FOLIO [tm] - Our risk-buffered portfolio management system.

Services Include:

Benzer Capital Service Inclusions
At Benzer Capital, we prioritize providing comprehensive services to our clients, ensuring their financial success and peace of mind. Here is a list of services included in our offerings:
1. Annual Review: We conduct an in-depth annual review of your financial portfolio and investment strategy. This review helps us identify any necessary adjustments or opportunities for optimization.
2. Consultations regarding Benzer Model: Our team of experts is available to address any questions or concerns regarding the Benzer Model. We offer personalized consultations to guide you through the intricacies of our unique investment approach.
3. Cashiering: As part of our services, we provide efficient cashiering services. This includes processing your financial transactions, managing deposits and withdrawals, and ensuring seamless fund transfers as per your instructions.

Personal Banking:

Now Available as a Comprehensive Service.

We are excited to announce the addition of Personal Banking as a new service at Benzer Capital. As a trusted financial institution, we understand the ever-changing needs and demands of our valued customers, which is why we continuously strive to expand our range of offerings. With this latest inclusion, we aim to revolutionize the banking experience for individuals, providing a comprehensive suite of services to meet all your financial needs.

What Does Personal Banking at Benzer Capital Offer?

Our personalized approach to banking ensures that no matter what your financial goals or circumstances may be, we have the right solutions to support you on your journey to financial success. Here are some of the key services you can expect from our Personal Banking service:

1. Accounts and Deposits

Open a comprehensive array of accounts, including checking, savings, and money market accounts, tailored to fit your specific requirements. Enjoy competitive interest rates, convenient access to funds, and seamless online and mobile banking.

2. Lending Solutions

Whether you have dreams of homeownership, require funding for education or starting a business, or simply need a personal loan to bridge a financial gap, we have a range of lending solutions to suit your needs. Our experts will guide you through the entire process and structure a loan that is right for you.

3. Wealth Management

Achieve your long-term financial objectives with our wealth management services. Our experienced financial advisors will work closely with you to create a personalized investment plan, help you navigate through market volatility, and maximize your returns while minimizing risks.

4. Online and Mobile Banking

Experience the convenience of 24/7 access to your accounts using our robust online and mobile banking platform. Check balances, make transfers, pay bills, and monitor your expenses from the comfort and security of your own home.

5. Personalized Financial Guidance

At Benzer Capital, we understand the importance of having a trusted advisor by your side. Our dedicated team of financial experts is committed to providing you with personalized guidance and advice to help you make informed decisions regarding your financial future.

6. Enhanced Security and Privacy

Rest assured that your personal information and financial transactions are safe and secure with cutting-edge security measures and robust privacy protocols. We invest in the latest technology to protect your assets and ensure your peace of mind.

How to Get Started

Getting started with our Personal Banking services is as easy as reaching out to us.

Planning Package

Benzer Capital - Financial Planning for Starter Families

Services List

1. Financial Consultation

  • Initial consultation to understand the financial goals and aspirations of the starter family.

  • Assessment of current financial situation, including income, assets, debts, and expenses.

  • Detailed discussion on short-term and long-term financial objectives.

2. Personalized Financial Plan

  • Development of a customized financial plan tailored to the specific needs and circumstances of the starter family.

  • Creation of a comprehensive budget that optimizes income allocation and expense management.

  • Identification of potential investment opportunities to maximize returns and achieve financial goals.

3. Debt Analysis and Management

  • Assessment of existing debts, including mortgages, student loans, credit card debts, and personal loans.

  • Creation of a debt management strategy to minimize interest payments and expedite debt repayment.

  • Guidance on debt consolidation and refinancing options, if applicable.

4. Insurance Review and Recommendations

  • Evaluation of existing insurance policies, including life, health, home, and auto insurance.

  • Identification of any gaps in coverage and recommendations for additional insurance policies.

  • Assistance in finding affordable and suitable insurance products to protect the starter family's financial well-being.

5. Investment Guidance

  • Analysis of risk tolerance and investment objectives.

  • Development of an investment strategy aligned with the starter family's goals and risk profile.

  • Selection of suitable investment options, such as mutual funds, stocks, bonds, or real estate.

6. Retirement Planning

  • Calculation of retirement needs based on the starter family's desired lifestyle and expected expenses.

  • Creation of a retirement savings plan, including contributions to retirement accounts such as 401(k)s or IRAs.

  • Evaluation of retirement investment options and recommendations for optimal investment allocation.

7. Education Planning

  • Assistance in planning for future education expenses, such as college or vocational training.

  • Identification of available education savings accounts, such as 529 plans, and guidance on contribution strategies.

  • Exploration of potential scholarship, grant, or loan options for educational funding.

8. Ongoing Support and Monitoring

  • Unlimited access to financial advisors for one year for consultations, advice, and support.

  • Regular check-ins to review progress, reassess goals, and make necessary adjustments.

  • Monitoring and analysis of investment performance and recommended adjustments as needed.

Package Fee:

A one-time or annual fee is charged for general financial planning purposes and may vary based on family circumstances.