Ben Shaw

I work with a highly experienced team of like minded professionals, operating my own business under the Freshwater Wealth banner. I can be contacted on 0481 481 332 or ben@freshwaterwealth.com.au.

I am an Executive Advisor based in the Blue Mountains and Penrith region, supporting clients across a wide geographic area—from Sydney through to Orange and Mudgee, down to the South Coast and across to the ACT. I have over 35 years of experience in the financial services industry, including 32 years as a financial advisor. My background spans both large organisations and boutique firms, giving me a deep understanding of the unique needs and journeys of each client.

I provide holistic financial advice across all areas of planning, including retirement planning, insurance, gearing, superannuation, transition to retirement, retrenchment/termination, wealth creation and tax minimisation. Specific advice may include salary sacrificing, debt reduction strategies, retirement planning and cash flow analysis.

My clients are my highest priority, and every recommendation I make is based on their best interests. My philosophy is simple: look after your clients and everything else will look after itself.

I pride myself on accuracy, relevance and delivering personalised advice. I maintain up to date technical knowledge and am known for my clarity, straightforward communication style and ability to simplify complex concepts.

I offer an obligation free initial meeting to understand your situation and determine how I can help you achieve your goals. If I can assist, I will clearly outline my fees so you can make an informed decision. If I cannot provide suitable support, I will tell you honestly and refer you to someone who can. My fees are highly competitive and charged on a fee for service basis.

Please click the link to begin our conversation. I look forward to speaking with you.