Many people choose their financial adviser based on a personal referral and I am fortunate to be able to say that many of my new clients have found me via word of mouth from satisfied existing clients.
I asked a few of my clients to write a few words about their experience with BPM Financial and have included their responses below.
EXCELLENT8 reviews onTrustindex verifies that the original source of the review is Google.
Phillip Kerrigan16 May 2024I 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.)Trustindex verifies that the original source of the review is Google.
Amrish Bhatia17 April 2024In 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.Trustindex verifies that the original source of the review is Google.
Ehos Cleaning Services9 April 2024Ben 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.Trustindex verifies that the original source of the review is Google.
Paul Tredinnick20 February 2024I 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.Trustindex verifies that the original source of the review is Google.
yvonne murphy14 December 2023Ben 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 adviceTrustindex verifies that the original source of the review is Google.
Stephen21 November 2023We’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.Trustindex verifies that the original source of the review is Google.
Michele Mole8 November 2023Ben 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.Trustindex verifies that the original source of the review is Google.
Jacquie Riddell7 November 2023We 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!
“We are a couple where one of us has recently retired and the other is currently transitioning to retirement. We are of the age when sound advice and asset protection is paramount. For nearly twenty years we have used BPM Financial for financial advice and long term planning of superannuation and investments for our retirement. Ben understands our situation well and we believe has advised of appropriate strategies always with our interests and well-being foremost. Ben is proactive, ethical, considerate, punctual, courteous, reliable and utterly trustworthy so we recommend his financial services wholeheartedly.”
Peter & Ann, clients since 1999
“Our financial relationship with Ben Maw began over 12 years ago. We find Ben is very professional, courteous and, most importantly, trustworthy. He keeps in contact with us on a regular basis regarding our financial circumstances. We have no hesitation in recommending him to others.”
Fred & Cathy, clients since 2007
“Ben Maw has been looking after my portfolio since 2006 and has always made himself available to discuss any concerns I may have about the ever-changing market. He is a very approachable person and knows how to explain financial matters in layman terms. My investments are very important to me as the outcomes determine the difference between a comfortable retirement and a struggling one. With his expertise and knowledge of the market Ben has able to keep my portfolio on track so I can confidently look forward to the future with minimal stress.”
La-Raine, client since 2006
“I have had the pleasure of dealing with Ben Maw for quite some time now. Being semi retired the guidance and advice I receive from Ben about my finances is very reassuring. I find him to be honest, trustworthy and reliable. I can give confident assurance to others that Ben does his job extremely well.”
Christine, client since 2008
“As a single woman when I bought my first property, it was critical that I set myself up correctly for my long term financial security. I was referred to Ben Maw by a friend, I was impressed with his professionalism, his understanding of my situation and wanting the best for me. At all times his behaviour has been highly ethical and he has provided me with sound financial advice, he takes the extra care and time to speak with me and is never too busy to take my calls. Ben has ensured that I have been set up financially to cope with the changes in my lifestyle needs so that I am set up for the good times and also the hard times. I saw a few financial planners before Ben Maw but none of them were of his standing. I would highly recommend Ben, for his professionalism, ethical behaviour at all times and his good solid sound financial advice. He is a very genuine, caring, well grounded person with good values and I am forever grateful to him.”
Belinda, client since 2006
CONTACT DETAILS
Level 17, 1 denison st
NORTH SYDNEY NSW 2072
PO Box 1920
North Sydney NSW 2060
P + 61 1300 276 346
F +61 2 8079 6606
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