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.
Ben has been a great sounding board and adviser. My husband and I have different risk profiles and he has helped us create plans that work for both of us. Ben is responsive and always happy to help and explain or find out the finer details on policy or strategy. Ben is personable, straightforward and down to earth. His advice has been responsive to our life stage changes. The recent addition of income protection for me has meant that during my unforseen cancer treatment we were buffered financially.
I have been a client of Ben's for the past 16 years. He has always conducted himself in a very courteous & helpful manner. He has advised me on many occasions regarding investments, superannuation & most recently my plan for retirement which has just been completed. Ben is very easy to talk to and explains the advice given in an "easy to understand" manner. I would have no hesitation in recommending Ben to anyone looking for financial advice.
We have been clients of Ben for over a decade. He has shadowed our different life stages, offering us excellent financial advice that is relevant for our needs at the time. Ben is very personable and proactive. Thanks to his great guidance, we have been able to save money, manage our finances well, make achievable but flexible plans for the future, take sound decisions on insurances and superannuation, and generally ensure we are well set up for retirement. Ben is very professional, keeping up to date on all the latest tax and regulatory changes, and the implications for his clients. He makes sure to keep across all his clients portfolios - and lives - and adjust advice as our circumstances change. We really trust Ben and appreciate his advice and guidance, which makes our lives so much easier!
We have been utilising Ben as our adviser for over 10 years and have found him to be professional, knowledgeable, courteous and importantly, not a yes man. When saying this he has significantly contributed to the determination of the best retirement pathway where we are financially secure and have the freedom to enjoy retired life. Ben has always been available when we have had questions and whilst his advice is of a direct manner, it is also been delivered in a friendly empathetic way. We highly recommend Ben.
My wife and i were first introduced to Ben in 2002 after purchasing our first property. We were 25 years old and financial planning was not top of mind for us. Thankfully Ben had practical and thoughtful way of laying out options for us to consider and encouraging us to consider some of the fundamentals which we now know to be solid sound financial investment advice. We are now 46 years old and Ben has been a partner in building a secure financial future for our family. We consider him a trusted and knowledgeable voice of reason who is always willing to challenge our thinking to consider all the options. More than anything, I've appreciated the way Ben has encouraged us to be disciplined and follow through on the basics, that if done right and consistently have significant benefits in the long term.
- Adviser status Gold
- Number of reviews 17
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Bpm Financial Pty LtdLevel 17, 1 Denison St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Bpm Fin Pty Ltd