Benjamin keeps us fully informed of any changes which may affect us and our portfolio. He is very knowledgeable on Centrelink and taxation requirements. Benjamin is prompt in answering any queries we may have. We are very satisfied with the portfolio he has set up, which meets our requirements and gives us the income and security we need.
Ben has carefully guided us through 11years of retirement setting up our fund initially and nursing us through unsettled markets and the crash of share prices leading up to 2008. The market tumbled virtually the day we retired. With time and patience, we kept our faith in Ben and funds recovered with the mining boom. To this day we still have the funds we started with having lived all that time off our fund and bought several new cars and a caravan
Benjamin has always responded to my requests and he has shown some better options to the ones I was convinced of. He always has the time to discuss my concerns and ensures I am comfortable with future plans.
Partners Wealth GroupLevel 1, 6 Lyall St
South Perth, WA 6151
- 8:00am – 5:00pm Friday
- 8:00am – 6:00pm Tuesday – Thursday
- 9:00am – 6:00pm Monday
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2000
- Years of experience 23
- Graduate Diploma of Financial Planning
Individual and small business owners will have varying levels of complexity and time needed to deliver the right outcome, so be mindful that our flat fee pricing will be tailored to match your needs, the time you seek and the value we can add to benefit you.
Charter Financial Planning