BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future. We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event. We provide customised advice, written in plain English and backed by extensive market research, which matches your individual requirements and concerns.
By taking a holistic approach and spending time to understand your specific needs, we’re able to translate your lifestyle goals into an achievable financial strategy, allowing you to reach your aspirations sooner. We can provide advice on a broad range of investments, including direct shares, managed funds, direct property and personal insurance.
Owner Ben Maw, a CERTIFIED FINANCIAL PLANNER® with over 20 years of experience, prides himself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice he provides. Ben’s philosophy is centered around providing expert financial advice with a focus on trust, professionalism, and integrity. With a commitment to delivering quality service, BPM Financial aims to empower clients to make informed decisions and secure their financial future.