About Reed Financial
At Reed Financial Services, we work with every day, hard-working people to achieve their financial goals. My clients are busy people who enjoy successful careers but haven’t got time to become financial-experts. Instead they need help to create a financial plan and select hard-working investments to reach their goals.
Working together, we create a financial plan for their future.
About Ben
Ben Reed has worked as a financial adviser/planner for over 20 years. Initially Ben worked as an Adviser with Tower Financial Advisory Services before becoming an Independent Adviser. Ben is tertiary qualified with a Finance and Economics degree (Otago University) and a Graduate Diploma in Financial Planning (Massey University), and holds the highly regarded professional designation Certified Financial Planner. Ben is a member of Financial Advice New Zealand and a member of the Ignite Group (an Adviser Service Company).
Ben has lived in Tauranga for over 15 years with his Wife Kimberley and three boys. They love the outdoor lifestyle of the Bay of Plenty, the ease of life here and the activities they enjoy at their doorstep.
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.