BOUTIQUE FINANCIAL PLANNING

Financial Planning with a Holistic Approach
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HERE TO HELP YOU

Looking for in-depth advice?

Virtual Financial Consultations

Wherever you are in Australia, I am here to help you navigate your financial goals from the comfort of your home. From Sydney to Perth, Brisbane to Melbourne, I’ve got you covered!

Whether you’re seeking retirement advice, investment strategies, or personalised financial plans, my online meetings provide convenience without compromising quality service.

Schedule a virtual meeting today and experience the convenience of expert financial advice from the comfort of your own home.

Providing Customised Advice For

Your Financial Planning

BPM Financial is owned and operated by Ben Maw CFP®, who holds an Advanced Diploma of Financial Services (Financial Planning) and is a CERTIFIED FINANCIAL PLANNER®. With over 20 years experience in providing financial advice, I pride myself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice I provide.

As a boutique financial planner, I provide tailored counsel to those wishing to build a secure financial future.

Maximise Potential

We assist individuals who are looking to maximise their financial potential, protect their existing wealth and effectively prepare for retirement.

Customised Advise

We provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns.

Broad Range of Investments

We can provide advice on a broad range of investments, including direct shares, managed funds, direct property and personal insurance.

Testimonial

“Ben is very professional, courteous and, most importantly, trustworthy. We have no hesitation in recommending him to others”

Fred & Cathy, clients since 2007

CONTACT DETAILS

Level 17, 1 denison st
NORTH SYDNEY NSW 2072

PO Box 1920
North Sydney NSW 2060

P + 61 1300 276 346

F +61 2 8079 6606

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