Securing Your Future with Expert Fund Management

Specialized in Pension, Retirement, and Welfare Fund Management across Australia. Trust our expertise to grow and protect your investments.

Our Comprehensive Services

We provide end-to-end fund management solutions tailored to your specific needs and investment objectives.

Pension Fund Management

Comprehensive pension fund administration and investment management to ensure secure retirement outcomes for your beneficiaries.

Retirement Planning

Strategic retirement planning services designed to maximize your fund's growth potential while managing risk effectively.

Health & Welfare Funds

Specialized management of health and welfare funds with focus on sustainability and member benefit optimization.

Investment Strategy

Customized investment strategies based on thorough market analysis and risk assessment to achieve optimal returns.

Fund Administration

Complete fund administration services including compliance, reporting, and regulatory management for peace of mind.

Risk Management

Advanced risk management frameworks to protect your investments while maintaining growth opportunities in volatile markets.

Why Choose BEZZA INVESTMENTS

25+ Years Experience

Decades of proven expertise in Australian fund management and financial services.

Expert Team

Certified professionals with deep knowledge in pension and retirement fund management.

Regulatory Compliance

Full compliance with Australian financial regulations and industry best practices.

0
Billion AUD
Assets Under Management
0
Members
Across All Funds
0
% Satisfaction
Client Satisfaction Rate
0
% Annual Return
Average Performance

Resources & Insights

Stay informed with our latest market updates, investment guides, and educational resources.

Market Analysis
December 28, 2024

Australian Market Outlook 2025

Comprehensive analysis of market trends and investment opportunities for the coming year.

Read More
Pension Trends
December 25, 2024

Pension Fund Performance Review

Quarterly review of pension fund performance across different asset classes and sectors.

Read More
Economic Forecast
December 22, 2024

Economic Forecast Update

Latest economic indicators and their impact on retirement and pension fund investments.

Read More

About BEZZA INVESTMENTS

With over two decades of experience, we are committed to delivering exceptional fund management services across Australia.

Our Mission

To provide secure, sustainable, and profitable fund management solutions that protect and grow our clients' investments while ensuring compliance with all regulatory requirements.

Our Vision

To be Australia's most trusted partner in pension and retirement fund management, setting industry standards for excellence and innovation.

Company Timeline

1999
Founded BEZZA INVESTMENTS PTY LTD in Bendigo, Victoria
2005
Expanded services to include health and welfare fund management
2012
Reached $1 billion in assets under management
2020
Achieved industry-leading digital transformation
2024
Managing over $2.5 billion across multiple fund types

Certifications & Compliance

ASIC Licensed
ISO 9001 Certified
APRA Compliant
Industry Awards

Get In Touch

Ready to secure your financial future? Contact our expert team for a personalized consultation.

Send us a message

Contact Information

Business Manager
Denise Graham
Address
258A Wattle Street
Bendigo, Victoria 3550
Australia
Phone
+61 3 2757 3531
Email
denisegraham@ptyinvestmentsbezzas.pro

Office Hours

Monday - Friday 9:00 AM - 5:00 PM
Saturday 9:00 AM - 1:00 PM
Sunday Closed