Benjamin Hodges
Financial Adviser
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About
Benjamin Hodges is an ASIC-registered financial adviser dedicated to helping individuals and families in Middle Brook, NSW, and beyond achieve their financial goals. With a strong educational foundation, including a Bachelor of Business from the University of Newcastle and advanced diplomas in financial planning from AMP Financial Services and Kaplan Professional, Benjamin is well-equipped to provide comprehensive and tailored financial advice. He has also completed the Fellow Chartered Financial Practitioner Program. Benjamin stays up-to-date with the latest industry knowledge through ongoing professional development, including courses on ethics, SMSF regulation, and taxation. Benjamin is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He specialises in investment life insurance, life risk insurance, and retirement savings accounts. Benjamin's key services include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment advice • Risk management Ready to take control of your financial future? Contact Benjamin today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Benjamin Hodges offer?
Benjamin Hodges specialises in providing advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, and retirement savings accounts. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Benjamin Hodges have?
Benjamin holds a Bachelor of Business from the University of Newcastle, a Diploma of Financial Services (Financial Planning) from AMP Financial Services, an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, and is a Fellow Chartered Financial Practitioner Program graduate. He also keeps his knowledge current with ongoing training in ethics, SMSF regulation, and taxation.
What is the process of working with Benjamin Hodges?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Benjamin will then develop a tailored financial plan, present it to you, and implement it upon your approval. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
How can retirement planning help me?
Retirement planning helps you estimate how much money you'll need to live comfortably in retirement and develop a strategy to accumulate those funds. It involves making informed decisions about superannuation contributions, investments, and other savings options.
What should I expect from my first meeting with Benjamin Hodges?
During your first meeting, you can expect a friendly and professional discussion about your financial situation and goals. Benjamin will ask questions to understand your needs and provide an overview of how he can help you achieve your financial aspirations. You'll have the opportunity to ask questions and determine if Benjamin is the right financial adviser for you.
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