BPM Financial - North Sydney (NSW)

5 /5 Ehos Cleaning Services: 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.

5 /5 Jacquie Riddell: 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!

5 /5 Amrish Bhatia: 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.

5 /5 yvonne murphy: 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

5 /5 Denise Millen: Ben makes my life easier. He is always there if I have questions. He has sorted out my finances and income. Following a family recommendation, I have been a client of his for 9 years. He’s been with me during some very challenging times, his advice has always led to a good outcome. I would 100% recommend Ben to help manage your finances.