Ben Smythe

Minchin Moore Private Wealth

Platinum

30 Yrs Experience

Sydney, NSW 2000

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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.

Superannuation
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Small Business Advice
Tax Strategies
Growing Assets

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.

5.00 August 2021

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.

5.00 July 2021

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.

5.00 July 2021

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.

5.00 July 2021

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!

5.00 July 2021

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
Rating 4.79
Number of reviews 80
First year providing advice 1994
Years of experience 30
Highest qualification
- Master of Commerce
Language spoken
- English

Minchin Moore Private Wealth

Level 16, 1 Martin Pl
Sydney, NSW 2000

9:00am – 6:00pm Monday – Friday

Minchin Moore Private Wealth

AFSL 480194

Ben Smythe

Minchin Moore Private Wealth

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Minchin Moore Private Wealth

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Minchin Moore Private Wealth