18 Reviews

Ben Buchanan

Intend Financial

Platinum

21 Yrs Experience

Mornington, VIC 3931

About Ben
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have 30 years of experience in financial services and have also invested heavily into furthering my education.

I’m regarded as highly qualified within my profession because I’m a Certified Financial Planner and I have a degree and a postgraduate degree in finance and investment. My education enables me to help clients in all aspects of their financial planning needs and ensure they receive high quality advice.

On a personal note, I live on the Mornington Peninsula because it's the best place on earth to live, work and play and I feel privileged to be able to enjoy all it has to offer.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

Flat dollar fees. No investment linked fees

5.00 May 2024

I have been with Ben for many,many years.

Only wish I found him sooner.

Ben has always been hands on.he is always keeping me informed and having regular meeting's

.I seriously cannot think of 1 negative move that Ben has made.

He is a very intelligent caring gentleman.

5.00 May 2024

We have enjoyed a long term relationship with Ben. A highly educated and skilled professional, Ben has a thorough understanding of the industry and its complexities and is able to instil confidence when we are dealing with him on all matters. Very approachable and his open and engaging communication style engenders trust and genuine care for his clients. We would have no hesitation in recommending Ben to others in need of professional guidance.

5.00 May 2024

I've always appreciated Ben's expertise and ability to focus on, and explain the main areas of his financial advice. It was comforting to have him handle my late Mother's estate in a detailed and professional manner, calling in advice from other sources to get the right outcome.

5.00 May 2024

Ben has been a great help to us organizing our retirement and pension could not have done it without him nothing has been a problem he is always there for us Regards Peter & Liz.

5.00 May 2024