Ben Shearman

Whitehead Financial

Bronze

8 Yrs Experience

Bundoora, VIC 3083

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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.

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

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

5.00 August 2023

Ben was so down to earth, everything explained so we could understand it.. no mumble jumble. We can not thank him enough.

5.00 June 2022

Ben is well informed and relates well to all situations presented to him. I find him to be most helpful and responds to requests efficiently. Highly recommended for all areas of financial assistance.

5.00 June 2022

We switched to Ben Shearman from Whitehead Financial in Greensborough when we became very unhappy with our previous adviser. Whilst our advice from Ben has been restricted so far to revising and reinvesting our superannuation from one fund to another due to us being too heavily invested in growth products which were putting us at too high a risk for our investing strategy, we will be happy to further utilise his advice on aged care and Centrelink, should the need arise in the future. Ben has always advised us in a very knowledgeable, courteous and timely manner. His knowledge of the market is excellent and his advice has saved us lots of money by better investing our funds more safely without losing good return on our funds. He is always easily accessible when we have queries and explains things in understandable terms but is always happy to go over things again if necessary. His recommendations for our super funds sees us happy to hold on in uncertain markets and our funds have always recovered to better than they were before the market fell. We would highly recommend Ben to anyone looking for a financial adviser.

5.00 June 2022