love what we do because we can change people’s lives for the better. What I’ve learnt over the years is that financial planning isn’t just for the rich. It’s for people from all walks of life and if we can make those people wealthier then our job is done. And let’s face it, it’s pretty safe to say that wealthier people are happier so we’re going to do everything we can to make our clients happier!
Ben was very polite and friendly. He was very punctual and flexible in regards to coming to our home in Clarkson late in the afternoon to make sure my husband was home as well. He is very clear in the way he explains things and will go over it again if you don't understand. The booklet he made up for our personal insurance cover was very easy to read. I have already recommended him to two of my friends.
Ben was able to advise and update my superannuation, income protection and life insurance cover. He was extremely helpful in explaining where my partner and I were able to provide much greater savings whilst extending our current setups to potentially enhance our future gains. Ben also gave our family considerable comfort by proposing substantial life insurance cover at a fraction of the cost that we had previously been given advice for - this has significantly eased any concerns we have had should something tragic happen within our family. I could not rate the service that Ben has provided any more highly and welcome our future dealings together.
Ben is knowledgeable, friendly, patient and makes difficult concepts easily understood. He is efficient, organised and displays a genuine interest in helping others. I recommend Bens services to family and friends regularly.
Ben is extremely approachable. Ash & I feel very confident in the advise & management we have received. He is always available & gives his time willingly. We highly recommend Ben to any family & friends. Thanks for sorting out our mess Ben.
Ben has given me useful practical advice in the areas of Insurance and self managed super funds. Ben was able to explain things to me in a clear way. Through Ben's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Ben's full care and attention when I needed it. Ben often went above and beyond what i expected in providing me with assistance and advice.
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2014
- Years of experience 9
- Bachelor of Commerce
Wealth Health Co.902A Albany Hwy
East Victoria Park, WA 6101
- 8:30am – 6:00pm Monday – Friday
- In person
- Video call
Cobalt Advisers Pty Ltd