I help professionals and business owners turn their income into a clear plan for long-term family security.
20 minutes | No obligation
A focused discussion to help you get clear on what to do next
Limited availability each week
Based in Perth | Registered Financial Adviser
ASIC Representative number: 1314688
• You earn a good income, but your wealth doesn’t feel as far along as it should be.
• You’ve started investing, but you’re not completely confident the strategy is right.
• You’re doing “all the right things” financially… yet you’re still not quite sure you’re on track.
• You have kids depending on you, and you want to make sure you’re making the right financial decisions for their future.
Earning a strong income doesn’t automatically mean you feel confident about your finances.
Many families are doing well on paper, yet still feel unsure whether they’re making the right decisions.
It can feel like you’re:
• investing without a clear long-term plan
• unsure how much is actually “enough” for the future
• juggling mortgages, kids and career pressures
• wondering if you’re missing something important
Good financial advice isn’t just about numbers.
It’s about giving you clarity and confidence so you can make the right financial decisions for your family’s future.
Most people start with a simple conversation to get clear on where they stand and what to do next.
I work with professionals and business owners who are earning well, but want a clearer plan to turn that income into real, lasting wealth.
Typically, they are people who:
• Are raising young families and thinking about long-term financial security
• Earn good incomes but want confidence they’re making the right financial decisions
• Want to build meaningful wealth outside of just superannuation
• Are busy professionals who prefer clear, straightforward financial guidance
Good financial advice helps bring structure, clarity and confidence to your decisions, so you can focus on the things that matter most.
My path into financial advice wasn’t traditional.
I started my career as an engineer before starting a dance studio business and learned the hard way how easy it is to work hard, earn money, and still feel financially uncertain.
At one point, things were so tight I was sleeping in my studio and showering at the local gym. Looking back, the real issue wasn’t effort… it was financial illiteracy. I simply didn’t understand how money worked.
That experience pushed me to properly educate myself and transition into financial advice.
Today, I help parents bring clarity, structure and confidence to their financial decisions so they can build real security for the people who matter most.
Financial advice isn’t just about investments.
It’s about bringing structure and clarity to the key financial decisions in your life:
• Building a clear investment strategy and portfolio
• Making the most of your superannuation
• Growing long-term wealth both inside and outside super
• Structuring your finances as your family and responsibilities grow
• Protecting your family with the right insurance strategies
Every strategy is designed around your personal goals, circumstances and priorities.
If you decide to move forward, here’s what the process typically looks like:
1. Getting Clear On Your Situation
We start with a conversation to understand where you’re at, what matters most, and what you’re working towards.
2. Building Your Strategy
I develop a personalised plan designed around your goals, circumstances and priorities.
3. Putting The Plan Into Action
Once you’re comfortable with the strategy, we move forward and implement it step by step.
4. Ongoing Support
Your plan evolves with your life, with regular reviews and adjustments along the way.
Thye Lee (Ben Lee)
Financial Adviser (ASIC Representative number 1314688)
• Graduate Diploma of Financial Planning
• Registered Financial Adviser
• Based in Perth, Western Australia
If you’ve been meaning to get on top of your finances, this is a great place to start.
Start with a simple conversation and get clear on what to do next.
Authorised Representative of Akumin Financial Planning Pty Limited
ABN 89 051 208 327 |AFSL 232 706
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