About

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.

Our aim is to 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, BPM Financial is 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.

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®. Ben has over 15 years experience in providing financial advice and prides himself on building strong relationships with clients to ensure they are well-informed and comfortable about the advice he provides.

Ben Maw is an Authorised Representative No. 253314 of MyPlanner Professional Services Pty Ltd AFSL 425542.

BPM Financial Pty Ltd, Authorised Representative No. 344410 MyPlanner Professional Services Pty Ltd AFSL 425542.

Information provided on this website is general in nature and does not constitute financial advice. For our general advice disclaimer, please click here.

For details on our privacy policy, please click here.

 

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