Ben Neilson

Neilson & Co Wealth Management Pty Ltd

Platinum
10 Yrs Experience
Bundaberg West, QLD 4670
About us NeilsonĀ & 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. NeilsonĀ & 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/

Expertise

  • 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

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 25
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Neilson & Co Wealth Management Pty Ltd

Shop 2, 245 Bourbong St
Bundaberg West, QLD 4670

Opening hours

  • 9:00am – 2:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
25 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 25

Sort by

5.00

"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."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

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

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Financial Hardship
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben has given me great advice for my Super Fund, Life & Income Insurance in an efficient & professional manner. I feel very confident that the advice given to me was right for my situation. I will be recommending Ben."

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

"Ben helped us navigate the ever changing world of tax and superannuation. He made it semless and simple, often stoping to ensure that we understood. Used logic to dissolve chinese whisper strategies and point us in the right direction. We wont be looking anywhere else anytime soon !!"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben drove all the way out to Marlborough to see us, took the time to understand our issues, came back with the solution we were after. He really cares."

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

"Took our rather complicated SMSF needs and simplified them, with ease."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"They really care, they're never too busy for us and always answer our questions. We'd be lost without them!"

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

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

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

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
  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 Neilson
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

Contact details