Ben Maw CFP®
About Me
BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event. Our aim is to provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns. By taking a holistic approach and spending time to understand your specific needs, BPM Financial is able to translate your lifestyle goals into an achievable financial strategy. We can provide advice on a broad range of investments, including direct shares, managed funds, property and personal insurance. BPM Financial enjoys professional access to all the major institutions and their relevant products, but rather than acting for one particular financial institution, BPM Financial acts for you. BPM Financial is owned and operated by Ben Maw. Ben has over 25 years experience, holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER ®.BPM Financial Pty Ltd is a Corporate Authorised Representative # 344410 of BPM FIN Pty Ltd AFSL no. 542821. BPM FIN is privately owned and is licensed by the Australian Securities and Investment Commission (ASIC) as an Australian Financial Services Licensee.
Areas of Focus
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Bpm Fin Pty Ltd