Guidance Financial Services
Paul Benson is the Practice Principal of Guidance Financial Services, a financial planning practice based in Essendon in Victoria. Paul holds a Bachelor of Business in Economics & Finance, is a Certified Financial Planner, a SPAA accredited Self-Managed Super Fund Specialist, and member of the Responsible Investment Association of Australasia.
In 2011 Paul was recognised by the AFR Smart Investor Magazine as one of the top 50 financial planners in Australia. His expertise was sought to write the text book Principles of SMSF.
“In the past, financial planners would ask prospective clients about their attitude to risk, what they earn, what they owe, and hopefully what they would like to achieve in the future. Whilst this is a good start, I believe we need to dig deeper to understand a client’s ethical viewpoint, and tailor their consequent investment strategy with these considerations front and centre.”
To Contact Paul
Ph: 03 9870 6544