Getting to know
Ben Budge
Director & Senior Financial Adviser | Brisbane
B.Bus (Finance), Grad. Dip. FP, SMSF
Ben is a founding partner of My Wealth Solutions and is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.
Ben is a Self Managed Super Fund Specialist and is also qualified to give advice on retirement planning, risk management, property, shares, managed investments and specialised lending.
Whether they’re buying their first home, starting a family or creating a comfortable retirement, Ben loves being a part of improving people’s financial lives and is focused on working hard to get the best outcome for them. As a people person, he also enjoys meeting new people and maintaining close and regular contact with his clients.
Something people often notice and appreciate about Ben is his ability to present financial planning in a way that is clear and easy to understand. He also has a keen eye for the finer details, excellent listening skills and a friendly demeanour.
Outside of work, Ben spends most of his time with his young family (wife Kelly and kids Ella and Billy). He is a sports tragic and enjoys all kinds of sports. Hailing from North Queensland, he is a Cowboys membership holder. He also stays active by playing in Brisbane’s weekly basketball and touch rugby league competitions. Ben also grew up on the big island of Hawaii from when he was 4 to when he was 10!
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Areas of Expertise
Ben is a Self Managed Super Fund Specialist and is also qualified to give advice on retirement planning, risk management, property, shares, managed investments and specialised lending.
- Investment Life Insurance and Life Risk Insurance Products
- Managed Investment Schemes including IDPS
- Retirement Savings Accounts
- Standard Margin Lending Facilities
- Superannuation
- Self-Managed Superannuation Funds
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Experience
Ben founded My Wealth Solutions with Guy Freeman in 2011. He has been a Financial Adviser since 2011 also, and holds his Diploma in Financial Services (Financial Planning).
He is passionate about helping his clients achieve their financial goals. Always going above and beyond, he uses his knowledge of real world business, combined with his financial expertise, to enable his clients to reach their financial milestones and enjoy a secure financial future.
Before founding My Wealth Solutions, Ben’s experience included working as Managing Director of a successful business and as channel partner of a national electricity broking business.
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What’s your favourite thing about being part of the MWS team?
The great people – both our clients and our team are driven, goal-oriented and focused on growth!
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What do you wish people knew about financial planning?
That it is very simple to create financial freedom. You just need to have crystal clear goals, be committed and accountable to these goals, and create clear, actionable steps to achieving them.
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If you could give one piece of advice to yourself from 10 years ago, what would it be?
There is no one linear path to success and happiness, you just have to always keep improving and growing.
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What's your weirdest office habit?
I talk extremely loudly when on the phone, which doesn’t pan out too well in an open plan office.
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