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Ben Hornsey

Involve Wealth

Gold
9 Yrs Experience
Lindisfarne, TAS 7015

I have extensive experience across a broad range of financial planning services. I have completed all of the upcoming legislated educations standard by holding a master’s degree in Financial Planning and passing the FESA exam.

I provide simple and easy to understand financial advice on personal protection, wealth accumulation, pre-retirement, inheritance, superannuation and retirement transition planning. I enjoys assisting my clients with education about what, why and how so they can be empowered to make their own decisions if they wish.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Free initial phone call

Initial advice (SoA) Fee Range $2,000 - $5,500

Ongoing Service Fee Range $3,000pa - $5,500pa

At a glance

  • Adviser status Gold
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Involve Wealth

1, 15 Franklin St
Lindisfarne, TAS 7015

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Beryllium Advisers Pty Ltd

AFSL 528250