What our clients say
“Ben, Your financial advice has been invaluable to me at this uncertain, but somewhat exciting time. I could not have done this without you. Thank you so much”
Wayne. T - seeking advice after first career change in 30 years. He transitioned like a champion! New city, new job, new home and new dog soon too!
“Ben has given me advice about transitioning to retirement, including re organising my super, paying down my debt and work towards a saving mindset. I am confident with his advice and appreciate his understanding of markets”
Catherine (via adviserratings.com.au) - seeking advice approaching retirement in the next 5-10 years. Setting your own goals can be surprisingly difficult when you've had a long career working for others. Catherine is nervous but excited, and right on track, for a future filled with her interests and community.
“I have been using Ben for over 10 years and I won't go anywhere else. He is honest, upfront and a pleasure to deal with”
Troy (via adviserratings.com.au) - early 40s, juggling the financial issues of a growing family, career change from employed to self-employed, and a few struggles (his team being beaten by mine in a grand final is one!) but his optimism and love of life inspire me.