Top bloke, easy to talk to. Really knowledgeable and made it really easy for a self employed person like myself.
Ben has been great and determining my current and future needs. The advice has always been considered. Whenever I have received anything regarding my insurance or superannuation that has confused me, Ben has been my immediate contact and he has been there every time to assist.
Ben has given me valuable advice about budgeting and planning for future retirement. He made me aware of the importance of insurance and preparing for unforeseen circumstances. He explained things in a straightforward way and has been consistent with communication. I know he’s there to answer my questions and provide great advice.
Ben was really helpful and explained everything in great detail to both my husband and I. His advice was so useful and he continues to answer any questions that we have. Definitely recommend.
Formation Financial ServicesSuite 12, Level 1, 64 Victor Cres
Narre Warren, VIC 3805
- 8:00am – 5:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business (Financial Planning)
Charter Financial Planning