Exceed Financial is the creadreamstime xs 9280764tion of Ben & Sarah Law.  The financial advice industry has changed substantially over the years and finding a business to 'exceed' your expectations is critical.
 
Whether through a lack of technical expertise, little or no personal service, the use of lots of big words, overly complicating advice or just ignoring what their clients really want, people were always left unsatisfied.


We therefore built our business to break the mould of the typical financial advice practice, based on the following fundamentals:

Read more: Our Business Profile

BL - Colour websiteBen Law B.Ag.Ec. Dip.F.P.

CERTIFIED FINANCIAL PLANNER®- Risk Specialist  

Ben is the co-founder of Exceed Financial and has been providing personalised advice tailored to his client’s unique needs for 15 years.

During these 15 years Ben worked in boutique advice practices, large institutions and in a specialist hedge funds management business in London. This provides a breadth of experience few in his field achieve.

To date Ben has attained a Bachelor of Agricultural Economics, a Diploma of Financial Planning and is recognised as a Certified Financial Planner®.  These qualifications are complemented with years of professional experience in dealing with highly successful and affluent business owners in all walks of life. 

Ben invests significant time annually in increasing his knowledge via ongoing education and professional development, which allows him to provide you with up to date, high quality, strategic advice.

Ben specialises in providing advice to business owners operating in the resources and agribusiness sectors. His family’s background in business and farming has provided a unique insight into the issues facing successful families, especially when it concerns transferring assets to the next generation. His extensive financial knowledge, business and life experience allows him to tailor effective financial risk solutions for you to protect your wealth, lifestyle and ultimately your family.

Ben believes listening, confidentiality, trust, loyalty and communication are essential when formulating an effective plan. Helping you protect your financial future is what he is passionate about. Understanding what is important to you is what differentiates us from other financial advice businesses. 

Some fun facts about Ben:

What are the 5 words that best describe you?

Driven, genuine, caring, talkative and fun.

What's your favourite movie?

Top Gun – Cos my “ego is writing cheques my body can’t cash” & “I feel the need the need for speed”. I love that movie.

What's something not many people know about you?

When I was in high school I had no interest in university. My careers adviser recommended I apply but I would have none of it and promptly scoffed at his suggestion. My best mate filled out my form, “bribed” me into signing it and submitted on my behalf. Surprisingly 3 months later I got a letter confirming my acceptance to study Economics at University. My mum was over the moon and I decided that maybe I should check out this university thing. I ended up doing a degree, post graduate diploma and a professional certification and the rest is history.   

If you won the lottery, whats the first thing you would do?

I would buy a farm and have some wide open space for Sarah and I to raise Sophie on. Also, I would absolutely needmy pilots licence.

What are you most proud of in your life?

My new little baby girl Sophie. The IVF doctors told us that we would never have children and that she was an impossibility. Well, we proved them wrong. We attempted the impossible and never gave up!

What was the first thing you bought with your own money?

A stereo system when I was about 12. I stacked hay in a shed for the neighbour after school for months in up to 40oC heat to buy that. It was my most prized possession.

Why do you do this job?

I love making a big difference in people’s lives and I am lucky enough to be pretty good at it.

What do you do for fun?

I love classic cars, keeping fit and active, as well as spending time with my family and friends.

Why Exceed Financial?

I started the business because I wanted to make a difference in people’s lives and build a legacy that will endure beyond me. Making a difference also extends to the team I work with. I want to give my team an enjoyable and fulfilling workplace that they are proud to work in.

 

Sarah Law B.Eng(Comp Sys)

Business Manager

Sarah's role is to keep the operational aspects of the business functioning, efficient and compliant.

A degree in Engineering majoring in Computer Systems from the University of Queensland, has allowed Sarah to have a unique insight into how technology can be used to systemise the business and support great client service.

Having a business that is highly systemised and secure ensures clients information is kept confidential, technological interruptions are kept to a minimum and we are at the cutting edge of the industry.

Our world is changing quickly and keeping pace provides unique opportunities for those willing to embrace change.

Some fun facts about Sarah:

What are the 5 words that best describe you?

Bookworm, diligent, day-dreamer, fun, determined

What's your favourite movie?

The Matrix (Keanu Reeves has nothing to do with it, honest)

What's something not many people know about you?

I lived in New Zealand for a year when I was quite young – luckily the accent didn’t stick!  

If you won the lottery, whats the first thing you would do?

Have a big party with all my family and friends!! Probably on a boat.

What are you most proud of in your life?

Definitely our little girl, Sophie, and the fact that I never gave up trying for her even when the doctors said it was impossible for us.

What was the first thing you bought with your own money?

It would have to have been a book :)

Why do you do this job?

I get such a big kick out of watching our client’s wealth grow and hearing their stories about the amazing things they get to do with their lives thanks to their financial freedom.

What do you do for fun?

I love to travel and explore the world, especially with family and friends!

Why Exceed Financial?

I love having control of my own destiny and being part of building a business that treats people the way I like to be treated in life – with care, respect and genuine affection.

 

Kelly Butler Cert III (Business)KB - Colour Website

Personal Assistant and Administrative Support

Kelly is Ben's gun Personal Assistant who also provides administrative support to the team. Her's is the first welcoming voice people hear when they call our office and the friendly face that greets them when they arrive.

Some fun facts about Kelly:

What are the 5 words that best describe you?

Quiet, loyal, honest, caring and protective.

What's your favourite movie?

It’s an oldie but a goodie, “Lonesome Dove”. It’s a marathon to watch it, I think it goes for like 5.5 hours but it is worth it.

What's something not many people know about you?

I like to sew; I wish I had more time to do it and my own sewing room to spread my stuff out a bit. I find it quite relaxing and at the end of it you have created something completely unique that is yours. After my daughter was born I loved making her pyjamas, tops and skirts from material that she picked out herself.

If you won the lottery, whats the first thing you would do?

I would buy a beach house (and a boat) on North Stradbroke Island so my husband and I could spend our days at the beach, fishing, boating and just enjoying the laid back island lifestyle.

What are you most proud of in your life?

My family. We are a tight knit bunch and we are always there for one another. Family shouldn’t be hard and I know I could depend on them for anything.

What was the first thing you bought with your own money?

It was a coffee machine for my mum for Mother’s Day. I had been mowing the neighbours lawns for weeks to save  up for it and gave myself heatstroke in the process. We were living on Groote Eylandt in the Gulf of Carpentaria and no-one liked mowing their lawns because of the heat and the humidity.

Why do you do this job?

I’ve always worked in admin type roles, but they can sometimes get a little mundane. However, this industry and this role is always changing. There is always something different to do or something new to learn. It keeps you on your toes and it keeps you busy. It’s like no other industry I have worked in before.

What do you do for fun?

Cooking (lots of it), reading cookbooks, camping, golf, entertaining friends and family with more cooking and spending time at the beach.

Why Exceed Financial?

Ben and Sarah care so much about their business and their clients. It’s refreshing to work for people who genuinely want to make a difference and pride themselves on providing exceptional service whilst ensuring that their team is also happy.

 

Our Visionbinoculars

To be the financial advice practice business owners and professionals seek out and entrust to secure and improve their family’s lifestyle and financial future.

Our Mission

To mentor and motivate our clients so they make exceptional financial decisions and achieve financial freedom.

 Our Values

Read more: Our Vision/Mission/Values