25 Reviews

Ben Neilson

Neilson & Co Wealth Management Pty Ltd

Platinum

10 Yrs Experience

Bundaberg West, QLD 4670

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About us

Neilson & Co Wealth Management is an award winning financial services firm established in 2012. We offer an exceptional level of service so you can enjoy fee-for-service advice as we work together to create financial security and your dream retirement lifestyle.

Neilson & Co Wealth Management has built its business on a spotless reputation of trust, transparency, and the confidence of their existing clients. We have done it so well that the main source of new business is referrals from happy customers.

So when you are looking for a financial advisor to grow old with who will see you through all the challenges, talk to us first. You can be completely confident that we, will, be there for you.

https://neilsonwealth.com.au/

https://www.linkedin.com/in/ben-neilson-54883055/

https://www.facebook.com/neilsonwealth/

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our fees are set out and explained at the first appointment, they comprise of time taken to complete necessary work required and agreed with you upfront. This way you know what you're paying for and there will be no nasty surprises throughout the advice process.

5.00 February 2021

Ben seems to be redesigning the idea of financial advice, he's making it easy, clear and understandable. Financial advice has historically had a terrible reputation, full of trail commissions and slimy salesmen. Ben took his time, made sure I understood and didnt even mention fees until he knew that I was confident. Gave me thoughts for the future and is only too happy to go above and beyond. Highly recommended.

5.00 January 2021

Ben & Colleen are never too busy! They have guided us successfully for years now, they always take the initiative and anticipate our needs. Highly recommended.

5.00 August 2020

Ben always has time, returns phone calls prompty, and listens to the things that are not said, which are far more important

5.00 July 2020

Ben helped me explain and understand the measures and requirements needed when I was at my most vulnerable. I had been diagnosed with terminal Cancer and I seriously can't describe how much I appreciate and value his work and patience. Expect hard yards, expect the extras and expect the personal touches. Highly highly recommended.

5.00 July 2020

Ben just makes it easy, straight talking and direct, I was trying to alter my insurance online and also spent a good 20+ mins on the phone, he took the fuss and hassle out of it and even requested a refund for the time my requested were being ignored. Wouldn't go anywhere else.