Ben Newman

Ben Newman is a Private Wealth Adviser at Shadforth Financial Group in Mount Gambier. He works primarily 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 a sustainable and enjoyable retirement.

Ben specialises in retirement transition planning, including developing clear cash‑flow and retirement income strategies, guiding decisions around superannuation and investments, and supporting clients through major financial decisions such as property or business asset sales. He also assists clients to understand how Age Pension rules may apply to their circumstances and, where relevant, incorporates appropriate strategies into their broader retirement plan.

With over 25 years’ experience in financial advice, Ben focuses on simplifying complexity and helping clients make confident financial decisions aligned with what matters most to them. He values long‑term relationships built on trust, clear communication, and thoughtful, disciplined advice.