Ben Shaw

I work with an experienced group of like-minded colleagues, running my own business and trading under the Freshwater Wealth banner. I can be contacted on 0481 481 332 or at ben@freshwaterwealth.com.au

I am an Executive Advisor and I am located in the Blue Mountains (and Penrith area) however I cover a wide geographical area, from Sydney to Orange and Mudgee, down to the South Coast and across to the ACT. I have been in the financial services industry for over 35 years, of which 31 of those as a financial advisor. In that time, I have worked for large companies and small boutique firms, which has given me a great understanding that everyone is different, as is their journey.

I provide holistic advice across all areas of planning, including retirement planning, insurance, gearing, superannuation, transition to retirement, retrenchment/termination, wealth creation along with tax minimisation. Areas of advice may include (but are not limited to) salary sacrificing, transition to retirement, debt reduction, retirement and cash flow analysis.

My clients are my number one priority and everything I do is in their best interests. My philosophy is "look after your clients and everything else will look after itself".

I pride myself on accuracy, appropriateness and ensuring any advice I provide is the best advice I can give and is individualised for each person. I ensure my knowledge is as up to date as possible, and I feel my strengths lie in my technical knowledge and ability and my straightforward client approach. Keeping it simple is often the best.

I offer a first meeting free of cost and obligation, to see where you are at and whether or not I can assist you further with meeting your goals and objectives. If there is something I can do for you then I will explain my fees and charges in greater detail so you can make an informed decision around what you would like to do. Equally, if there is nothing I can assist you with, I will tell you (and refer you to the appropriate person if need be). My fees are extremely competitive and are charged on a fee-for-service basis.

Please click on the link to start our next conversation. I look forward to speaking to you.