BW Private Wealth is a Financial Planning firm in Ballarat comprising a team of people who like people. We are a people business and pride ourselves on making life easier for our clients.
Money, tax, and social security among other things are boring on their own, but mixed with enthusiasm, and desire to help and support it can be at least bearable and often exciting and enlightening. It’s not about us and it shouldn’t be, we get that. It’s easy to say we put clients first; everyone says that. When you surround yourself with people who share that commitment, you get to see it not just hear about it or hope for it.
Our Financial Planners take an individual approach. We have never met two people exactly alike and we’re not likely to, ever. We listen long and hard and we are grounded, knowing we have to be worth it in terms of money and time.
We have been doing what we do for a long time. We have served extensive apprenticeships covering good times and bad, disruptive and complex changes, working with and helping people through times of change.
We don’t know everything and we will never know everything but we learn every day and impart what we know and have learned to make sure our clients are prepared, relaxed, and able to enjoy what it is they want to do.
We enjoy what we do and most of what we do are things most of you do not want to do. We call that a good basis for getting us involved. All those things you don’t like, don’t want to know, have no interest in, find tedious, time-consuming, or stressful in most situations fall away into the background with our help, exactly where they should be and should stay. We promote simplicity and freedom.
Ballarat based, our team enjoys looking after people. We are a self-selected bunch of normal people with kids, grandkids, unique interests, and hobbies just like our clients, and understand the complexities of life and know that time is precious.
BW Private Wealth has offices in Ballarat, Ararat, and Lake Bolac. We also service clients in Stawell, Beaufort, Skipton, Lismore, Meredith, Creswick, Clunes, Maryborough, Avoca, Daylesford, Horsham, Geelong, Surf Coast, Bellarine Peninsula, Ballan, Melton, Melbourne and surrounding district regularly. We will work with you, in any location, via video or telephone if we can’t get to you in person.
Tony was raised in Edenhope and went to school in Horsham. Arlan was raised in Mininera and attended Lake Bolac and Ararat school. Combined we have a great knowledge of the western district and continue to have many ties stretching across the state and country.
Tony earned his certification as a Certified Financial Planner, while Arlan achieved his certification as an Aged Care Specialist.
Tony and Arlan are financial local experts who are great at listening to working with you on financial solutions. The team at BW Private Wealth prides itself on putting its clients and their needs first. If you are looking for financial planning and advice, speak to our advisors today.
Tony Dann & Arlan Davine
Business & Wealth Financial Planning Pty Ltd, ABN 50 115 249 646, (Trading as BW Private Wealth) is an authorised representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 an Australian Financial Services Licensee No. 230323 with its Registered Office at Level 6, 161 Collins Street, Melbourne VIC 3000.
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