11 Reviews

Ben Buchanan

Intend Financial

Gold

21 Yrs Experience

Mornington, VIC 3931

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I have 30 years of experience in financial services and have also invested heavily into furthering my education.

I’m regarded as highly qualified within my profession because I’m a Certified Financial Planner and I have a degree and a postgraduate degree in finance and investment. My education enables me to help clients in all aspects of their financial planning needs and ensure they receive high quality advice.

On a personal note, I live on the Mornington Peninsula because it's the best place on earth to live, work and play and I feel privileged to be able to enjoy all it has to offer.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

Flat dollar fees. No investment linked fees

5.00 April 2024

Been with Ben since 2010 and find him extremely helpful with our finances. He really cares about our well-being and future. Highly recommend his services.

5.00 April 2024

We have been clients of Ben's for nearly twenty years. Ben is respectful, patient and understanding. His communication style is calm and measured and most importantly, he listens.

We continue to have great faith in Ben's guidance and we look forward to many more years of working together.

5.00 April 2024

We have been seeing Ben now for quite a few years and he has always been very good at explaining financial matters to us. We trust Ben and hold him in high regard. We actually wouldn't know what to do if he wasn't helping us with our finances.

5.00 April 2024

Ben has been a great assistance to many clients of mine (I'm an accountant). Providing sound advice in a personable and friendly manner. Would recommend him to anyone.

5.00 April 2024

Ben has offered considered, well founded, and exceptional advice to my extended family, recommended friends and myself for the past ten years or more. We highly recommend him and his services in a multitude of financial areas.