About Ben

Ben is a Private Wealth Adviser in the Mount Gambier office of Shadforth Financial Group. He specialises in working with individuals and couples who are approaching or in retirement, helping them understand what they can afford and how to structure their finances to support the lifestyle they want.

A key part of Ben’s work is supporting clients through the transition from accumulation to retirement, helping them feel confident that their wealth supports a sustainable and enjoyable lifestyle over the long term. This includes developing clear cashflow strategies, managing retirement income, and guiding informed decisions around superannuation, investments, and the timing of significant asset sales such as property or business interests.

Ben also works with clients to understand how Age Pension rules may apply to their circumstances and to incorporate appropriate strategies - where relevant - into their broader retirement plan.

With over 25 years’ experience in financial advice, Ben focuses on helping clients make confident financial decisions by simplifying complexity and aligning their finances with what matters most to them. He is passionate about building long term relationships based on trust, honesty, and clear communication, and takes pride in helping clients move into retirement with clarity and peace of mind.

Ben in his own words

I developed an interest in finance at a young age, making my first - albeit unsuccessful - investment in the share market not long after leaving school. While it didn’t go to plan, it taught me the importance of disciplined investing and making informed financial decisions, which ultimately led me to pursue a career in financial planning.

Having worked in the industry for over 25 years, I continue to enjoy helping clients make sense of an increasingly complex financial landscape. Whether it’s planning for retirement, structuring finances, or navigating major financial decisions such as asset sales, my goal is to simplify the process and provide clarity.

Financial advice can feel overwhelming given the range of products, rules, and strategies involved. By working together, my clients can feel confident that their financial position is well structured and aligned with their long-term goals.

As part of one of Australia’s leading fiduciary financial advice firms, I take an ethical, principles-based approach and remain committed to staying up to date with legislative and regulatory changes.

My clients include those preparing for retirement and those already retired, as well as business owners, professionals, and primary producers. I have a particular focus on retirement income strategies, wealth transition planning, and managing the financial and tax implications of significant asset sales.

Education and experience

Ben holds the following qualifications:

• Diploma of Financial Planning
• Graduate Diploma of Financial Planning
• Member of Financial Advice Association Australia (FAAA).

Outside of work

Away from work, Ben is an active member of his local table tennis club. He also enjoys fishing, running, and being involved in the sporting activities of his two boys. He is a keen supporter of the Adelaide Football Club and follows Formula 1.