Ben gave me the confidence to move from being exhausted , stressed and self employed and into retirement. I thought I still had to work several more years before I could comfortably do so. Ben did a comprehensive budget and explained that I could indeed retire comfortably as soon as I was ready to take the plunge. Ben listened to my fears and ideals and together we set up a SMSF investing in an ethical and conservative manner. I have a regular income now and I rest easy even in these troubled times knowing that my money is invested exactly how I wanted. Ben is an experienced and thoughtful independent ethical financial advisor I am very happy to recommend.
I have been using Ben for over 10 years and I won’t go anywhere else. He is honest, upfront and a pleasure to deal with. Do yourself a favour and ask for Ben.
Ben has given me advice about transitioning to retirement, including re organising my super, paying down my debt and work towards a saving mindset. I am confident with his advice and appreciate his understanding of the markets.
Bbk Financial Planning Pty LtdSuite 204, 1 Erskineville Rd
Newtown, NSW 2042
- 10:00am – 2:00pm Saturday
- 9:00am – 5:00pm Friday
- 9:00am – 7:00pm Monday – Thursday
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2003
- Years of experience 19
- Diploma of Financial Services
Flat fees based on time, value to client and complexity of work. All quotes given upfront for client consideration before proceeding. BBK Financial Planning has never arranged a product for sales commission, or charged a % based fee, and never will.
Indie Advice Pty Ltd