Ben Shaw

I set out to help to clients achieve their individual needs, such as:

• Those who are looking to build wealth (in a tax effective manner) to assist meeting their future retirement requirements.
• People who are nearing retirement or are already retired: to assist meeting their ongoing lifestyle requirements over the long-term by generating sufficient income to meet their retirement needs whilst maintaining their capital for as long as possible.
• To provide clients with peace of mind with investing, ensuring they understand how and where they are invested and most importantly where they are comfortable.

I am a trusted adviser to my clients by:

• Giving them peace of mind, with the complexity removed (keeping it simple!).
• Provide confidence with personalised strategies.
• Allowing them to enjoy their time with family, friends, good health, and their lifestyle both now and into the future.

My experience & qualifications:

• I have over 35 years of experience in the finance industry. I have been advising clients for over 31 of those years.
• I am a Certified financial Planner®, I have an Advanced Diploma in Financial Planning. I am also a Justice of the Peace.

The challenge

Investing over the long term can be difficult, with lots of reasons to stop or change course. Changing legislation and having the time to focus is often not a priority. This can lead to lack of direction and ultimately mistakes, which are hard to recover from.

Our Solution

For your peace of mind, I will listen to what is important to you and what the future holds. Using our ‘7 Step Wealth Creation Framework’, my recommendations will be individually tailored to you, so you will:

• Have peace of mind with complexity removed.
• Gain confidence with personalised strategies.
• Enjoy life & retirement.

Beliefs

I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.

• Integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible), as our client’s time is valuable.
• Advice should be in writing, as we should be accountable.
• Having great attention-to-detail so our clients don’t need to.

Personal

I am married with two adult children and live in the beautiful Blue Mountains. I enjoy photography and travelling and I have two Boredoodles, Lachie and Ollie. I am also a volunteer fire fighter with the NSW Rural Fire Service.

Next steps

Please phone on 0481 481 332 or email on ben@freshwaterwealth.com.au

BGS Planning and Advisory Pty Ltd | ABN 78 681 941 131 | Corporate Authorised Representative No: 1313846

Licensee – Alliance Wealth Pty Ltd | AFSL no. 449221 | ABN 93 161 647 007 | www.centrepointalliance.com.au/fsg/aw

The use of the title ‘Partner’ by a representative of Freshwater Wealth is used to denote ownership in one of our Corporate Authorised Representative companies and does not and is not intended to signify that Freshwater Wealth is a partnership.