Ben Wieland

Egu Wealth Management Pty Ltd

Gold
12 Yrs Experience
Brisbane City, QLD 4000
I'm a forward-thinking visionary who sees the big picture whilst honouring tradition. A Partner and Senior Financial Adviser at EGU, I'm the wealth management expert who gives clients the knowledge and tools they need to achieve their financial goals. With a Bachelor of Business double major degree in Accounting and Financial Planning, I have an in depth understanding of both industries and how they impact on your financial situation. I have passed the Financial Adviser Standards and Ethics Authority (FASEA) exam, I've completed a Certificate IV in Financial Services, and I'm a Tax (Financial) Adviser registered with the Tax Practitioners Board (TPB). To complement these qualifications, I'm also a qualified Justice of the Peace (JP). "I’m immensely passionate about investing and in particular, compounding. It’s amazing to see the life changing benefits one can achieve as a result of a good financial strategy, an extended period of time and compounding." My commitment to providing financial advice is demonstrated through my continued education. I uphold the highest standards of compliance and ethics and I'm a member of the Association of Financial Advisers Limited (AFA). I take pride in being an active member in his local community. I'm a board member of the Teneriffe Festival Incorporated, the New Farm and Districts Historical Association, as well as the Tattersall’s Shooters Club. I'm a Director and Authorised Representative (AR# 401073) of EGU Financial Services Pty Ltd (ABN# 19 626 684 366) (AFSL# 509564). My interests include clay pigeon shooting and reading British history literature. "A truly principled and distinct perspective that makes a meaningful difference to our clients' financial future."

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fees vary depending on the level of complexity of the financial strategy required.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Financial Planning and Accounting)
  • Language spoken
    • English

Egu Wealth Management Pty Ltd

Level 9, 307 Queen St
Brisbane City, QLD 4000

Opening hours

  • 7:00am – 9:00pm Monday – Sunday

Licensed by

Egu Financial Services Pty Ltd

AFSL 509564

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Ben helped myself and my partner take one of the most positive steps in our life, and that was to start actively investing our super as well as take control of our overall finances. Ben explains our financial position clearly and concisely. We're always well informed at all steps and he always delivers great advice on global issues and how they may impact our current financial plan."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben's knowledge stems from the fact that he is a good investor and he has used that knowledge to build wealth for me and my wife."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben is very professional in all aspects of financial planning."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben provides an excellent service for his clients. He has grown my self managed super fund balance substantially. I have no hesitation in recommending him to friends! Corinne Kirk 4879"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After being serviced by an very average super advisor, when changing to EGU with Ben, I was just blown away with his communication, service, but best of all, our super fund has grown in a positive growth with Ben's advice. Try and find an adviser to do this in todays recession. Beric 4350"

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was very impressed with the way Ben tailored his advice to my personal situation and developed financial solutions to assist me to manage my investments. Ben's ability to think outside the box has resulted in my portfolio generating good returns over a long period of time."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

Qualifications & Training

JP Qualifications

Level
0 - Training / Exam / Other
Institution
Queensland Government
Completed
2011

Bachelor of Business (Financial Planning and Accounting)

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2010

Certificate IV in Financial Services

Level
4 - Certificate IV
Institution
Australis College (prev Intellitrain)
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Ben's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Ben able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Ben's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Ben to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ben?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ben provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Ben may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Ben Wieland
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens