1300 276 346

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.

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 have been advising clients since 1999 and running my own practice since 2006. I pride myself in having a detailed knowledge of my client’s financial situation, and developing that knowledge as the each and every year passes. I have navigated my clients through the GFC, acknowledged as one of the most difficult investing periods since the great depression.

I asked a few of my clients to write a few words about their experience with BPM Financial and have included their responses below.

“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

“It is with pleasure that we recommend the services of Ben Maw of BPM Financial. Ben has the knack of making you feel at ease when discussing your finances and is quick to ‘tune in’ to your financial outlook and make appropriate recommendations. He is very friendly and approachable and responds to all queries in a timely manner. Most importantly, we feel we can trust his judgment when it comes to assisting us in planning for our financial future.”

Jack & Sandra, clients since 2003

“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

“Thank you for all your help and advice with our investments. It’s good to have someone who can explain things in terms that we can understand and to follow up on any ideas we may have, knowing that you are on the other end of the phone is a great comfort. You have made the right calls in the recent financial upheaval and we look forward to our continued association in the coming years.”

Dan & Margo, clients since 2003

“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

“I am writing this in appreciation of the attention you have given to our investments and the great result you have obtained for us. You take the trouble to inform us of changes that may produce a better result, and I look forward to a continued association and your advice on our investments. Our investments took a lifetime to accumulate and your commitment to making sure our income requirements are met during our retirement and achieving the best overall result for us is something not easily found in an adviser. We continue to greatly appreciate your service.”

Keith & Joy, clients since 2003

“Ben was recommended to us by our Accountant. We had two previous advisors, the first wanted us to invest in Storm Financial (thankfully we were discerning enough not too). Our next advisor never reviewed our situation, was difficult to get hold off and forced us to keep checking on the performance of our investments ourselves. Thankfully Ben took over our superannuation funds just prior to the GFC and restructured our portfolios so that we did not take a massive hit. Since then he has kept us informed so that we no longer feel the need to keep a constant watch on things, and has very astutely made changes as required. As a consequence, he is keeping our superannuation “ticking along” quite nicely, enabling us to take a worry-free approach to our finances and get on with life. Importantly, he is always available by phone, and we feel very confident in his advice, ongoing reviews and prompt accessibility as and when we need to contact him.”

Ross & Faye, clients since 2007

“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

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Level 17, 40 Mount St
North Sydney NSW 2060

PO Box 1920
North Sydney NSW 2059

P + 61 1300 276 346
F +61 2 8079 6606

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