Ben Shaw
Freshwater Wealth
I can be contacted on 0481 481 332 or at ben@freshwaterwealth.com.au
I am an Executive Advisor and I am located in the Blue Mountains (and Penrith area) however I cover a wide geographical area, from Sydney to Orange and Mudgee, down to the Souh Coast and across to the ACT. I have been in the financial services industry for over 35 years, of which 31 of those as a financial advisor. I have worked for large companies and small boutique firms.
I provide holistic advice across all areas of planning, including retirement planning, insurance, gearing, superannuation, transition to retirement, retrenchment, wealth creation along with tax minimisation.
My clients are my number one priority and everything I do is in their best interests. My philosophy is "look after your clients and everything else will look after itself".
I pride myself on accuracy, appropriateness and ensuring any advice I provide is the best advice I can give. I ensure my knowledge is as up to date as possible and I feel my strengths lie in my technical knowledge and ability and my straight forward client approach. Simple is quite often the best.
I look forward to speaking to you.
Expertise
My fees
My advice fees will depend upon your individual circumstances and what will be most beneficial to you. The fees described are all 'potential' fees and will be determined at your initial meeting, based upon what advice you require.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 64
- First year providing advice 1994
- Years of experience 31
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Freshwater Wealth
Level 11, 10 Carrington StSydney, NSW 2000 465 Victoria Ave
Chatswood, NSW 2067 27 Belgrave St
Manly, NSW 2095
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
