Welcome to 2023

As we all settle into the New Year I will keep this one short and sweet.

We hope everyone had an amazing break and is feeling refreshed!

We are back on deck here at BW Private Wealth so if you want to come in for a chat feel free to reach out.

Look forward to meeting new people and continuing to work with our existing clients in 2023.

For any Financial Services assistance, please speak to a Financial Planner now at BW Private Wealth Financial Planning | Ballarat | Ararat | Surrounds

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We have found BW Private Wealth to be very professional, courteous and accommodating to our personal needs. They have made sure our adviser Arlan has received our messages in a timely manner when he has been busy and followed up with us when necessary.

I’ve been a client of BW Wealth for close to 20 years now and during this time and a few changes of advisers I have received nothing but good advice and experience for all of those years. I would absolutely recommend BW Wealth to anyone looking for a personal and friendly approach along with sage advice to handle any financial needs.

The team at BW are fantastic and very helpful. I would recommend them to any of my friends and family.

Arlan was very easy to talk to and listened to my financial goals. He spoke without industry jargon which I found very helpful.

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 Suite 803, Level 8, 309 Kent Street, Sydney NSW 2000.