23 Reviews

Ben Maw

Bpm Financial Pty Ltd

Gold

25 Yrs Experience

North Sydney, NSW 2060

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Principal Adviser, BPM Financial

BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event.

Ben Maw holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER® with over 20 years experience in providing financial advice.

Ben prides himself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice he provides.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Cashflow & Income
Tax Strategies
Wills & Estates
Budgeting

5.00 April 2024

In need of financial advice, I reached out to Ben knowing him socially. Ben is a down to earth and humble professional, whose approach made me comfortable and at ease from the very start. He builds trust through his interactions and non pressurising recommendations. Ben is always accessible and takes the time to understand one’s needs whilst providing sound grounded advice. He has a really good set of tools, one such I leveraged were his superb financial models that helped me with a life decision that I had been struggling to determine how to make for some time. More importantly he provides guidance with a human touch, not just with a financial lens, which is extremely useful

when making making tough financial and emotional decisions. I highly recommend Ben to anyone seeking guidance on their financial matters.

5.00 March 2024

Ben has been our adviser for around 15 years. He has always been excellent to work with. He listens to our goals, expectations and needs and I feel he has always provided sound advice that addresses these. I would not hesitate to recommend him.

5.00 March 2024

We have known Ben for about 3 months now and we were very happy with the advice re our financial affairs. This is the first time we have actually looked into our long term finances.

We are both over 70 and were very worried about trusting anyone with our affairs.

Ben came recommended from friends and so far we are very happy with the service he has provided. We have always been able to contact him , and if he was busy at the time he followed up.

We would definitely recommend him too anyone.

5.00 February 2024

I have been using the services of BPM for many years now and have absolute confidence in the financial planning advice that they provide. The advice is personalised to my needs rather than a one size fits all approach. BPM offers extremely professional advice but with a friendly and caring approach. I would highly recommend people to give Ben Maw a call to discuss your financial objectives.

5.00 December 2023

I’ve known Ben for many years and he has helped me with major changes in my circumstances in the past and has been there on the end of the phone when I needed information and guidance promptly. He has shown a very sympathetic and caring side when it was needed and motivated with positivity in a no nonsense way.