Director & Wealth Strategist
Ben is Director at Rocket Wealth Management. Ben has a passion for helping people achieve their financial goals. He believes in a holistic approach to helping people with their finances, this means that there is a focus on setting goals that are important to the people he speaks with and then having a strategy which will get them there.
Ben has extensive experience working in different areas of finance including; Financial Planning, Mortgage Broking and Financial Education and has keen interest in psychology. Ben has spent a lot of time learning to understand people and their behaviour to be able to help them succeed.
Along with his experience, Ben holds the qualifications of a Bachelor of Applied Finance, Diploma of Financial Planning, Diploma of Business and Cert IV in Financial Services (Finance & Mortgage Broking) and will soon be commencing a Masters of Financial Planning.
When not in the office, you will find Ben eating at a favourite restaurant, watching a documentary, reading or training in Mixed Martial Arts.
Our Past Clients
“We are super impressed with the results we’ve had after working with Ben at Rocket Wealth Management. They added a level of personalisation & have simplified the process of wealth management for us. The work ethic, great communication & keen attention to what the customer needs individually set them aside from the others. The whole system has actually been a breeze to use. We’ll definitely be suggesting Rocket Wealth Management to our family & friends in the future.”
“We were unsure what we should do in our situation, we had a heap of questions and were unsure about what we should do. Rocket Wealth Management helped us, gave us great ideas that he hadn’t thought of and now feel so much better and more relaxed and happier about our situation and where we are heading.”
“I very much appreciated the personalised advice and ongoing support given by Rocket Wealth Management”