Ben is a Private Wealth Adviser in the Melbourne office for Shadforth.
I am a highly accomplished and trusted Certified Financial Planner (CFP) with a deep passion for helping individuals and families achieve their financial and lifestyle goals. I'm proud to have earned the coveted CFP designation, a testament to my unwavering commitment to always act at the highest ethical and professional standards.
As an employee of the largest fiduciary certified firm in Australia, I make it my mission to stay at the forefront of any changes in the financial landscape. This dedication ensures that my clients receive the most current and relevant advice tailored to their unique financial needs.
Throughout my career, I've had the privilege of working with clients from diverse backgrounds and financial situations. Whether it's young professionals and elite athletes looking to establish a solid financial foundation or retirees seeking to maximise their retirement income, my comprehensive knowledge of financial planning, investment strategies, and tax optimisation allows me to craft personalised solutions that align with my clients' specific objectives.
I've built a reputation for my unwavering dedication to my clients' financial success. I understand that financial planning is not a one-size-fits-all approach, and that's why I take the time to create customised financial roadmaps that empower my clients to achieve their dreams and secure their financial future.
My approach to financial advice is characterised by a strong emphasis on education and empowerment. I firmly believe that informed clients make better financial decisions, and I am committed to helping my clients understand complex financial concepts in simple terms. Through regular communication and ongoing support, I ensure that my clients are always on track to meet their financial goals.
With me as your financial advisor, you can trust that your financial well-being is in capable and caring hands. I'm here to guide you on your journey towards financial success and help you achieve the financial future you desire.
Ben holds the following qualifications:
Ben is very knowledgeable and easy to approach and has our best interest in mind at all times.
Brenton (client since 2020)
Ben has provided a clear and secure plan of action and has been able to implement, monitor and provide feedback and confidence in our strategy.
Leigh (client since 2020)
Ben has thought clearly about our objectives and has provided comprehensive and relevant advice. He is very approachable and helpful.
George (Client since 2020)
When I'm not helping my clients navigate the financial world, I enjoy spending quality time with my family, escaping to the country where I grew up, and working on my golf game.
