Ben Parnell

Eureka Whittaker Macnaught

Gold

8 Yrs Experience

Sydney, NSW 2000

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I began my career in the financial services industry with Eureka Whittaker Macnaught in 2011, after moving to Australia from the UK in 2010. Deciding to settle here, I have worked my way up through the business across a number of roles, which equipped me with all the necessary skills to excel in my role as Financial Planner over the past 6 years. I draw motivation from seeing clients achieve their goals and aspirations and believe in long term relationships with clients, helping them to stay on track through all of life’s ups and downs.

At EWM we create tailored recommendations to help you achieve greater control over your ﬁnancial situation, and to achieve your lifetime ﬁnancial goals. We also recognise that over your lifetime, the focus of your ﬁnancial goals will change, and with this, so should your ﬁnancial strategies.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2024

Since day one Ben has been an indispensable part of our financial and insurance planning. He's extremely knowledgeable, approachable and a great listener, taking on board everything we say and using that info and his skills to tailor options and advice to our advantage. We always feel like he has our best interests at the heart of everything he does for us and we've benefited from his support multiple times when life has thrown challenges at us. Ultimately we wouldn't be in such a good place financially were it not for Ben. We can't recommend Ben and the wider EWM team enough.

5.00 June 2024

Ben has a great understanding of my requirements when it comes to my financial needs and has always provided the necessary information to help my assets grow.

5.00 June 2024

Ben worked tirelessly to get my finances on track for my retirement, he made himself available when needed and gave me peace if mind.

5.00 June 2024

Ben was able to make what we thought were complex issues much easier to understand. We always left his meetings satisfied that Ben had our best interest at heart.

5.00 April 2023

Ben was extremely easy to deal with. Retirement planning is always a scary unknown area and with Bens help he has made it clearer and taken a lot of the stress away. He was always friendly, patient, explained everything clearly and we feel we are in great hands moving forward with the next exciting chapter of our lives.