Our Philosophy
We understand that every client has unique needs and goals. We listen and provide appropriate personalised advice. Every decision we make is underpinned by our values of trust, diligence and transparency. We want you to feel secure and confident knowing your wealth is preserved whilst having access to growth opportunities.
Our Process
-
Firstly, we have an obligation free meeting to understand where we can be of benefit to you.
-
We will be upfront to explain our fees and provide you with a detailed cost estimate. If you are happy to proceed, we then meet for an interactive session to explain the advice ensuring your complete understanding.
-
Our advice is then presented in a formal advice document.
-
Once you are fully satisfied, we implement the recommendations.
-
We undertake periodic reviews to financially track your goals and objectives, ensuring we adapt to your changing circumstances and to any changes in financial markets or legislation.
Meet the Team
-
Director and Financial Adviser
Ben Nicholson joined Lincoln Financial in 2021 after 25+ years in the finance industry. Previously, Ben was a portfolio manager for 8 years at a Sydney based hedge fund. Prior to that, he spent 18 years trading financial markets at Global Investment Banks, with his last role at Citigroup as Head of Australian Equity Derivatives and Structured Products Trading.
Ben holds a Bachelor of Economics from Macquarie University and a Graduate Diploma of Financial Planning from Kaplan Professional.
Ben enjoys building relationships with trust and helping clients meet their financial and lifestyle goals. In this role, Ben offers his investments & financial markets knowledge and risk management skills from his background in the industry.
Outside of work, Ben is an avid ocean swimmer & surfer who also a loves a round of golf when not driving his children around on weekends.
