Ben Sum

Ben is passionate about helping our clients make confident, informed decisions around property and finance. He's a CPA with a background in financial planning, having previously run a paraplanning practice with his brother Jon, where they supported advisers in developing goal-driven strategies tailored to their clients’ needs.

At Alcove, he believes in going beyond just chasing the lowest rate – it's about empowering people with education and advice that’s aligned to their long-term goals.