Ben Smythe

Minchin Moore

Platinum
28 Yrs Experience
Mosman, NSW 2088
Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money. We strive to bring greater affluence, certainty, and security to our clients' lives across multiple generations – often within the same family group.

Expertise

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • 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

We charge clients a fixed Financial Advice fee based upon an agreed scope of service, and an investment management fee (% tiered) where we are actively managing a client's assets. We don't have a set fee schedule as each client is different, and each client has a specific set of circumstances and advice requirements. We engage with clients on an annual basis, and agree a scope of service and fixed Financial Advice fee each year

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 80
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Minchin Moore

26A Best Avenue
Mosman, NSW 2088

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Minchin Moore

AFSL 480194

4.75
80 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.70
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 80

Sort by

5.00

"Ben has provided my family with well considered advice with our financial planning. He helped me think about some complex decisions I had to make in a straight forward and effective way. Everything was simple and clear for my wife and I and helped bring us all on the same page. I couldn't recommend Ben highly enough."

  • Superannuation
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bens advice has always been first class .his knowledge and experience has given me great confidence in what he has advised and has our portfolio has increased markedly with low risk."

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

"I always receive Bens full care at anytime. He is a very knowledgeable person & I fully trust him with all his honest advice. He has help me to set up a family trust so all members are protected."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were drawn to Ben and Minchin Moore due to his promise of independent advice (no fund commissions) and research backed passive investment style. He's more than delivered on the promise and we are very happy to be working with him and the team almost two years later. Ben is always available when we need him and has helped us a great deal across cash flow, investments, property, super and estate planning. Thanks Ben!"

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

"In recent years Ben has provided me advice in establishing appropriate investment plans to guide my savings. He has been highly responsive to my needs and priorities and has given me confidence that we have a clear plan in place to guide us through the coming years and beyond."

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

"Ben has given me advice in numerous areas including budgeting, investments, self managed super funds and managing debt. Ben was able to explain things very clearly to my wife and me. Through Ben's knowledge and experience, I feel very confident that the advice given was right for my needs. I have always received Ben's full care and attention whenever I needed it. I would strongly recommend Ben."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ben provides investment advice to us in superannuation and wealth creation strategies. He provides both broader economic and behavioural contexts in recommending specific courses of action based on our preferred level of risk. Ben delivers regular performance reviews and revisits portfolio allocations. The best aspect of Ben's advice is that it is based on actual data, both current and historical. He provides knowledgeable insights into markets through the provision of relevant reference material and ongoing contact during the current times of high volatility. His credentials and ability to impart information allow us to have confidence in Ben's advice."

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

"Sound & practical advice. Genuinely interested & motivated by achieving the best long term result for his clients. Highly recommended."

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

"We have been working with Ben for over a year. In that time, Ben has provided advice which is easy to understand and consistent. We have implemented all of Ben’s recommendations and feel very comfortable going forward."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Trust is critical in any relationship - but particularly so in financial services advice. True independence is a foundation stone for trust, and that's what Ben brings to the table - independent, un-conflicted, uncomplicated advice based on your personal circumstances, goals and aspirations. I highly recommend."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 80

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Master of Commerce

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
1999

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1997

Graduate Diploma of Taxation and Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of New South Wales (UNSW)
Completed
2011

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate

The Tax Institute

Membership type
Associate
  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 Smythe
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