Ben Shearman

Whitehead Financial

Bronze
7 Yrs Experience
Bundoora, VIC 3083

I enjoy working with new families to help create & protect their financial future, being a father of two myself I understand some of the challenges that arise from entering this stage of life. It is important to address this issues with someone who understands and will work with you to implement and review an ongoing strategy. Whether your starting out of your career or reaching the twilight and are unsure on your retirement, I can find solutions to assist.

Seeking personal and career goals with my clients to drive their passion and fulfillment is very important to me and gives me huge satisfaction.

Nothing excites me more than meeting with a new client and hearing about their story and how I can assist them. Sometimes the financial service industry can be hard to understand, I enjoy working with clients to assist. Whether it is consolidating super funds, protecting the income of the main bread winner or securing their financial future during their retirement years.

Previously working in the health and fitness industry as an expert in leadership and inspiring people to achieve their personal goals, I hope to carry these skills into my financial planning career when working with my clients.

Wealth creation- inside and outside of superannuation

Wealth protection- life insurance and personal risk protection

Retirement planning- building the brightest possible future for comfortable living in your twilight years.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are determined by the number of strategies that are required for your personal situation

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.98
  • Number of reviews 11
  • First year providing advice 2016
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Whitehead Financial

Suite 5, 9 Ormond Blvd
Bundoora, VIC 3083

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232