Ben Shaw CFP®
About Me
I can be contacted on 0481 481 332 or by email at: ben@freshwaterwealth.com.au
Ben has been in the financial services industry for over 35 years. He has been a financial adviser for the past 31 of those years. He has worked for several large financial institutions, along with boutique firms as well. Ben has extensive experience in Wealth Creation, Tax Minimisation, Retirement Planning (including Transition to Retirement), Superannuation (including QROP's and Self Managed Super Funds (SMSF's)), Gearing, debt reduction and budgets and Life Insurance. He also provides advice around aged care related investing. Ben takes a common sense approach to all his advice and ensures that his clients come first at all times. Give Ben a call and arrange an initial meeting with him. He can come and see you anywhere between Penrith, Richmond, the Blue Mountains (or anywhere in Western Sydney if you prefer) or the Lithgow, Bathurst and Mudgee areas. Your first consultation is cost and obligation free and Ben will be able tell you what he can do for you and from there you can then make an informed decision about what course of action you would like to take. And of course if Ben feels he cannot assist you he will tell you! So come and say 'Hi" and see what Ben can do for you. Ben is also a volunteer fire fighter in his local Rural Fire Service (RFS) of South Katoomba.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management

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Highest Level of Education Advanced Diploma
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Years of Experience 31 Years
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Licensed By Alliance Wealth Pty Ltd
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Advice Fees From $1,100
