BOUTIQUE FINANCIAL PLANNING

Financial Planning with a Holistic Approach

HERE TO HELP YOU

Looking for in-depth advice?

Virtual Financial Consultations

Wherever you are in Australia, I am here to help you navigate your financial goals from the comfort of your home. From Sydney to Perth, Brisbane to Melbourne, I’ve got you covered!

Whether you’re seeking retirement advice, investment strategies, or personalised financial plans, my online meetings provide convenience without compromising quality service.

Schedule a virtual meeting today and experience the convenience of expert financial advice from the comfort of your own home.

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Providing Customised Advice For

Your Financial Planning

BPM Financial is owned and operated by Ben Maw CFP®, who holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER®. With over 20 years experience in providing financial advice, I pride myself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice I provide.

As a boutique financial planner, I provide tailored counsel to those wishing to build a secure financial future.

Maximise Potential

We assist individuals who are looking to maximise their financial potential, protect their existing wealth and effectively prepare for retirement.

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Customised Advise

We provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns.

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Broad Range of Investments

We can provide advice on a broad range of investments, including direct shares, managed funds, direct property and personal insurance.

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    EXCELLENT  
  8 reviews on
 
 
         
   Phillip Kerrigan 
 16 May 2024
 
 
 Trustindex verifies that the original source of the review is Google.  I have known Ben Maw for a large number of years from when he was a junior learning his profession till now when he is a full fledged professional.  Ben has been always patient, and generous with information when approached. We have given him the responsibility of looking after our SMSF after many years of managing it ourselves. In an era and profession where there are real horror stories when trust is misplaced we are confident that Ben will continue to deliver for us for many years in a complex and demanding field of work. (I never give 5 stars to anything/one when responding to these kinds of surveys, so don't see it as a negative, it is a personal quirk.)
  
 
 
       
   Amrish Bhatia 
 17 April 2024
 
 
 Trustindex verifies that the original source of the review is Google.  In need of financial advice, I reached out to Ben knowing him socially. Ben is a down to earth and humble professional, whose approach made me comfortable and at ease from the very start. He builds trust through his interactions and non pressurising recommendations. Ben is always accessible and takes the time to understand one’s needs whilst providing sound grounded advice. He has a really good set of tools, one such  I leveraged were his superb financial models that helped me with a life decision that I had been struggling to determine how to make for some time. More importantly he provides guidance with a human touch, not just with a financial lens, which is extremely useful
when making making tough financial and emotional decisions. I highly recommend Ben to anyone seeking guidance on their financial matters.
  
 
 
       
   Ehos Cleaning Services 
 9 April 2024
 
 
 Trustindex verifies that the original source of the review is Google.  Ben was highly recommended to me by my friends. I was looking for a financial advisor who could explain to me where and how my money was going to be invested. Ben explained it to me in a way I could understand. He took the time to answer all my questions, and nothing was too much trouble.
I would highly recommend Ben and his company to give you an honest and direct approach when looking after your funds.
  
 
 
       
   Paul Tredinnick 
 20 February 2024
 
 
 Trustindex verifies that the original source of the review is Google.  I have been using the services of BPM for many years now and have absolute confidence in the financial planning advise that they provide. The advise is personalised to my needs rather than a one size fits all approach. BPM offers extremely professional advise but with a friendly and caring approach. I would highly recommend people to give Ben Maw a call to discuss your financial objectives.
  
 
 
       
   yvonne murphy 
 14 December 2023
 
 
 Trustindex verifies that the original source of the review is Google.  Ben has been a wonderful advisor for our family, helping us to make complex financial planning decisions and safeguard the future for our children. He is highly ethical and considered, and I highly recommend Ben and his company to those looking for the highest levels of advice
  
 
 
       
   Stephen 
 21 November 2023
 
 
 Trustindex verifies that the original source of the review is Google.  We’ve been clients for quite a number of years now, we’ve found Ben to be fantastic. Always willing to help, and present a very balanced view. I’d highly recommend his services to anyone looking for a financial adviser.
  
 
 
       
   Michele Mole 
 8 November 2023
 
 
 Trustindex verifies that the original source of the review is Google.  Ben has been looking after my financial interests for the past 16 years.  He has always been helpful & honest in his advice and I would definitely recommend his services to anyone looking for a financial advisor.
  
 
 
       
   Jacquie Riddell 
 7 November 2023
 
 
 Trustindex verifies that the original source of the review is Google.  We have been clients of Ben for over a decade. He has shadowed our different life stages, offering us excellent financial advice that is relevant for our needs at the time. Ben is very personable and proactive. Thanks to his great guidance, we have been able to save money, manage our finances well, make achievable but flexible plans for the future, take sound decisions on insurances and superannuation and generally ensure we are well set up for retirement. Ben is very professional, keeping up to date on all the latest tax and regulatory changes, and the implications for his clients. He make sure to keep across all his clients portfolios - and lives - and adjust advice as our circumstances change. We really trust Ben and appreciate his advice and guidance, which makes our lives so much easier!
  
 
 
  
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