Ben Jongebloed

Tribeca Financial

Gold

8 Yrs Experience

Hawthorn, VIC 3122

About Ben
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I am a financial adviser at Tribeca Financial, based in Hawthorn, Melbourne. I provide holistic advice to my clients and completed the Certified Financial Planner (CFP) designation in 2017.

I spent time advancing my skills as an adviser by working and studying in London and returned to Melbourne with a greater perspective and appreciation of the role I can play in my clients' lives.

This determination to keep improving and challenge myself is not restricted to my career, I thrive on putting my mind and body to the ultimate test by competing in marathons.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Budgeting

5.00 October 2024

Ben communicates in an open and honest way. He gives us options but never forces our hand. His advice has led to us being 5 years off paying off our home and feeling very confident with our financial future.

4.75 October 2024

I have always found Ben to be extremely approachable and happy to assist whenever needed. No question is too basic for him. His answers demonstrate solid experience in the various areas in which I am seeking input. I particularly appreciate the fact that he is keen to learn about what I, as his client, really want, and why. That ability and preparedness to put his client first is most appreciated.

4.75 August 2024

Ben has been great to deal with. Our annual catch-ups have been helpful and I have appreciated his timely responses to anything I have raised.

5.00 August 2024

Ben is a great communicator, sensitive to our needs. Answers all our questions and anticipates likely issues we may encounter and suggest options for us to consider. We have received great advice on superannuation and retirement and have provided evidence based data to support our plans for retirement. He has given us the confidence to make to make good financial decisions for your future.

5.00 May 2024

Ben's knowledge and experience has been invaluable to my finances. His way of communicating is simple and easy to follow. He explains objectives very clearly and takes the time to make sure I understand and agree to any financial plans. I completely trust in Ben's advice and he has a way of making finance education enjoyable.