Benjamin Keep AdvDipFS, GradDipAppFin
Authorised Representative 446247
For over 13 years, Ben has worked in the financial services industry, becoming a financial planner in 2013. Ben delivers holistic advice specialising in investment planning, cash-flow and debt management, risk, SMSF and retirement planning.
Ben believes that successful investing requires focus and discipline, and that finding the right balance that is appropriate and comfortable for a client’s risk tolerance, goals and personal situation is important. He likes to encourage open and honest communication with clients to understand what they truly want to achieve. This information then enables Ben to personalise portfolios with simple or diversified strategies to match a client’s objectives.