Your Team
Ben Clausen
Head of Investment Advisory
Auckland
As Head of
Investment Advisory, Ben leads our experienced team of financial advisers,
focused on delivering the best possible client outcomes in an ever‑changing
regulatory environment. With nine years’ experience in the trustee industry, he
brings a well‑rounded perspective informed by previous roles in private wealth
management and compliance within New Zealand firms. Ben holds a Bachelor of
Business Studies, majoring in Finance, from Massey University.