About Me

Ben has been in the financial services industry for over 34 years. He has been a financial adviser for the past 30 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.