“We have never felt anything but secure and reassured.”
– Retired, Havelock North, Client of 18 years
Reed Financial Services Limited – Financial Adviser Provider
Ben Reed – Financial Adviser, CFP, B COM, G DIP
Like working with a personal trainer for your finances
Ben Reed is a Financial Adviser who has been providing high quality personalised financial advice to his clients for over 20 years. Ben is tertiary qualified with a Finance and Economics degree (Otago University) and a Graduate Diploma in Financial Planning (Massey University), and he holds the highly regarded professional designation Certified Financial Planner.
Learn about our different personalised services
Personalised Financial Advice
Our personalised Financial Service is suitable for clients who have a specific advice request:
– Are we saving enough for retirement?
– Can I do better than bank term deposit rates?
– Now that the mortgage has been paid off what should we invest in?
– What sort of Life Insurance should I take out?
– Can I get a better return if I switch my KiwiSaver provider?
– How does my superannuation account stack up?
– Is it worth setting up an education fund for the kids?
– Do I really need Income Protection?
Asking yourself these or other questions?
01 – Personalised Financial Advice
02 – Personalised Financial Planning
03 – Personalised Investment Portfolios
What makes us different
Proven Results
Reed Financial Services has helped many clients achieve financial outcomes well beyond their expectations. Our advice process really works!
Independent Research
Reed Financial Services provides advice based on independent research and the expertise of the adviser. Reed Financial Services has no sales quotas or volume requirements with any product providers so our advice is based on the best interest of our clients.
Experience with energy
Ben has over 20 years working as a Financial Adviser, and has helped clients grow their wealth through 2 major market cycles. By starting his investment advice career early Ben has the unique advantage of not only having this extensive experience behind him but clients can look forward to working with Ben for the next 20 years.
Long Term Focus
Reed Financial Services has a long term focus with our clients. We want to partner with you on your investment journey, we are relationship focused not transactional focused. Our goal is to help clients achieve great medium to long term financial outcomes.
Accessible Personalised Advice
You get advice when you need it. Reed Financial Services leverage technology (skype/video calls, emailed portfolio updates) and offer flexible meeting times.
Quality Personalised Advice at competitive rates
Reed Financial Services leverages off technology to keep the cost of Personalised Financial advice down for our clients. We try to deliver as much of our services through skype/video calls and online communication to keep our fee structure competitive in the personalised advice space.
We rely on word of mouth to attract new clients rather expensive marketing campaigns – this means we have to do an outstanding job for our existing clients.
