Benjamin Stagg
Financial Adviser
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About
Benjamin Stagg is an ASIC-registered financial adviser based in Mermaid Beach, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Benjamin holds a Graduate Diploma of Financial Planning from Griffith University (2024), complemented by studies in Income Tax Law and Principles of Business and Corporate Law (2023). This strong educational foundation ensures he provides informed and strategic guidance. Benjamin is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial plans tailored to your unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice 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 Stagg provide?
Benjamin Stagg offers advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your needs.
What qualifications does Benjamin Stagg have?
Benjamin holds a Graduate Diploma of Financial Planning from Griffith University (2024), and has completed studies in Income Tax Law and Principles of Business and Corporate Law (2023).
What is the process for working with Benjamin Stagg?
The process typically starts with an initial consultation to understand your financial goals and current situation. Benjamin will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing support and reviews.
How can wealth management advice from Benjamin Stagg benefit me?
Benjamin can help you build and protect your wealth through strategic investment advice, asset allocation, and risk management. He will work with you to create a portfolio that aligns with your goals and risk tolerance.
What should I expect from a retirement planning session with Benjamin Stagg?
During a retirement planning session, Benjamin will assess your current financial situation, project your future income needs, and develop a strategy to help you achieve a comfortable retirement. This includes advice on superannuation, investments, and other retirement income sources.
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