Lion and Shield Insurance and Financial Services are specialists in providing personal financial planning services to individuals and businesses. We have been operating since 2003 and now hold our own Australian Financial Services License – Lion and Shield Financial Planning Pty Ltd.
Your adviser Ben Wilshire of B & S Wilshire Pty Ltd Trading as Lion and Shield Insurance and Financial Services is an Authorised Representative of Lion and Shield Financial Planning Pty Ltd. Ben currently holds an Advanced Diploma of Financial Services (Financial Planning) and has nineteen years in the industry.
Our mission is to provide our clients with an excellent personal service to meet their financial and insurance needs. Our philosophy is simple; we endeavour to offer the best service we can in our client’s best interest at all times.
Ben is a great communicator who takes the time to listen and answer any questions we have asked and we feel confident that all our personal insurance needs are met using Ben's knowledge.
Ben has always been there when I needed advice in all my work situations, e.g. salary sacrifice & retirement plans.
I have been an client of Ben's since 2010 and he has provided service mainly on my insurance and super. Over the last year, I have gone through great personal and financial hardship and am fortunate to have had Ben's generosity and support through this time. I think the fact the has even given his own labour on weekends to help my business through this time shows the level of care Ben has for his clients. Ben is truly a great mate and I couldn't recommend him more highly.
I have worked with Ben for many years and he has provided very good advice to me over that time as well as helped with my clients. We have a very positive working relationship and talk regularly. I would not hesitate to recommend Ben to anyone seeking pre-retirement superannuation tax management strategies.
We found Ben to be responsive to our needs and have developed are good working relationship. Communication has been excellent and have found the whole team to be courteous, efficient and effective.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2003
- Years of experience 19
- Advanced Diploma of Financial Services
Lion and Shield Financial & Insurance Services80 Bridge St
East Toowoomba, QLD 4350
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 3:00pm Friday
- In person
- Video call
Lion And Shield Financial Planning Pty Ltd