Benjamin Eddy
Financial Adviser
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About
Benjamin Eddy is an ASIC-registered financial adviser dedicated to helping individuals and families in Eaglehawk, VIC, and beyond achieve their financial goals. With a Diploma in Financial Advising from Finsia (2003) and specialised knowledge in Self Managed Super Funds from Tribeca (2006), Benjamin possesses a strong foundation to provide comprehensive and tailored financial advice. He is a member of FINSIA, the Financial Advice Association of Australia (FAAA), and The Tax Institute, demonstrating his commitment to upholding the highest professional standards. Benjamin is authorised to provide advice on a wide range of financial products, ensuring you receive holistic guidance. He is passionate about empowering his clients to make informed decisions in areas such as superannuation, insurance, wealth management, and retirement planning. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. • Superannuation advice • Insurance solutions tailored to your needs • Comprehensive wealth management strategies • Retirement planning for a secure future Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Benjamin is here to help. Contact Benjamin today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Benjamin Eddy offer?
Benjamin Eddy provides advice on superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts.
What are Benjamin Eddy's qualifications and memberships?
Benjamin Eddy holds a Diploma in Financial Advising from Finsia and has specialised knowledge in Self Managed Super Funds from Tribeca. He is a member of FINSIA, the Financial Advice Association of Australia (FAAA), and The Tax Institute.
How does Benjamin Eddy help with retirement planning?
Benjamin can help you develop a personalised retirement plan tailored to your individual circumstances and goals. This includes projecting your future income needs, optimising your superannuation, and exploring investment strategies to help you achieve financial security in retirement.
What is the process of working with Benjamin Eddy?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Benjamin will then develop a tailored financial plan and provide ongoing support to help you achieve your objectives.
What can I expect from a consultation with Benjamin Eddy?
During a consultation, you can expect a thorough review of your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that aligns with your needs and goals. Benjamin will answer all your questions and provide ongoing support.
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