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.
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 engage with clients on an annual basis, and agree a scope of service and fixed Financial Advice fee each year. Our minimum fee is $10k per annum.
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.
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.
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.
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!
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.
- Adviser status Platinum
- Number of reviews 80
- First year providing advice 1994
- Years of experience 30
- Master of Commerce
Minchin Moore Private WealthLevel 16, 1 Martin Pl
Sydney, NSW 2000
- 9:00am – 6:00pm Monday – Friday
Minchin Moore Private Wealth