Ben has advised clients since 2015, developing strong expertise in wealth creation and protection, retirement planning and estate planning. He blends practical experience with a solid academic foundation to help clients make clear, confident decisions.
As a Wealth Solutions Partner, Ben takes time to understand each client’s circumstances, goals and priorities. He works collaboratively to design tailored strategies that grow and protect wealth over the long term.
Passionate about client education, Ben focuses on making complex concepts simple so clients feel informed and in control of their financial future.
Qualifications and Professional Memberships:
Bachelor of Commerce (Financial Planning)