What Clients Say

"Thanks to Ben, I am feeling financially secure and very positive moving into the future." – Shirley Mullany
I have worked with Ben and Rachel regarding my finances since 2007 and I cannot emphasise enough how much their advice and guidance has helped me. I moved from only ‘thinking about things’ to actually ‘actioning it all and then more’ regarding my personal life and our business (I am a co-director with two others). To date, these are the areas in which they have supported me:

• setting up a Trust
• updating my will
• budget planning
• sorting out my insurances
• funding education for my children and grandchild
• planning other long-term goals regarding supporting my children and grandchild eg.insurances, house purchasing
• bank loan for house renovations
• advice on house selling and purchasing
• retirement plan
• investments
• setting up bank accounts
• advice regarding various aspects of our business
• working closely with my personal accountant and our work accountant to ensure that the best financial decisions are made.
• educating me in understanding the world of finance (which is no easy task)

In the time that I have worked with Ben, it hasn’t all been smooth sailing for him as I have questioned many things that he has suggested - it has certainly taken time in some instances for me to realise the reasoning in his suggestions. Thanks to Ben, I am feeling financially secure and very positive moving into the future.

Ben and Rachel are genuine in wanting to do the best for me and my family. They always ensure that I fully understand everything, which is great patience on their part as I do struggle in internalising some of the information. Over time however, my understanding has improved tremendously. I have absolutely no hesitation in recommending them both, they are an awesome team. They are honest, caring, knowledgeable and friendly, and genuinely want to help people toward a brighter financial future.

– Shirley Mullany, Co-Director He Kupenga Hao i te Reo Ltd.

"I feel empowered working with you and its refreshing to come away from our meetings with renewed focus on goals you remind me I have." – Susie Elms
As always I struggle to make time for our 6 monthly fitness sessions. But when we met the time just flies and we cover a lot of ground. From how my finances are sitting to the health of the Hurricanes/Turbos or BlackCaps.

I feel empowered working with you and its refreshing to come away from our meetings with renewed focus on goals you remind me I have. And a clearer understanding of the offside rule.

I recommend Ben to anyone who may need to gather the personal and business financial needs in one place - Ben is like my one stop shop and it simplifies my busy world having the same contact for a number of different aspects of my financial wellbeing.

– Susie Elms, Chapple Consulting Ltd.

"Ben's integrity, friendliness and specialist expertise makes the task seamless and has been hugely beneficial." – Mike Courtney
We all lead busy working and family lives and I like most of us haven't the time or the skill set to research what are the best insurances or retirement investments suited to our needs. Ben's integrity, friendliness and specialist expertise makes the task seamless and has been hugely beneficial. I look forward to our continuing reviews.

– Mike Courtney, Courtney Orthodontics on Elmira

"It’s good peace of mind to have appropriate cover in place after reviewing our business for various 'what if' scenarios." – Hector Bassett
I am a long time friend of Ben but the reasons our firm does business with him, and why I recommend his services, is the excellent and thorough job he does, adhering to the highest level of integrity in all business dealings. I enjoy dealing with Ben and very much appreciate his input and advice.

Our business is a small Accounting, Taxation and Business Advice firm and it has been very helpful to go through the process of reviewing our income and expense protection requirements that are specific to our business as well as our personal circumstances. It’s good peace of mind to have appropriate cover in place after reviewing our business for various “what if” scenarios.

It would be remiss of me not to mention Rachel, who provides Ben with great support and does a very good job in supporting us as a client.

– Hector Bassett, Managing Director – Davidson Fraser Limited

"Ben told us that by having our finances in one management package life would be much easier at taxation time. He was absolutely correct." – Norm and Denise Williamson
Ben told us that by having our finances in one management package life would be much easier at taxation time. He was absolutely correct. Our consolidated taxation report has made reporting our taxes much easier. Ben explored how we wanted to work with him regarding who would be the financial decision makers in our relationship. We were keen to retain control and Ben has totally respected our agreed way of working together. He has provided us with valuable advice and suggestions for investing and provides an impetus for review and change. Left to our own devices, we would tend to let things slide and to maintain a status quo.

– Norm and Denise Williamson

"As our business has developed and our own needs changed, Ben has keep us in step with our risk management." – Richard Tankersley
Getting the assurance of good advice for my business team is so important for me. Ben has delivered consistent and objective advice for our business and personal financial planning. As our business has developed and our own needs changed, Ben has keep us in step with our risk management. I would highly recommend Ben and his team.

– Richard Tankersley, Managing Director – Facility Management Systems