Ben Neilson

Neilson & Co Wealth Management Pty Ltd

Platinum
10 Yrs Experience
Bundaberg West, QLD 4670

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/

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 26
  • 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