Advice for All Ages

A relatively common misconception is the only people who benefit from getting advice are people planning to retire or who have retired. Whereas the reality is very different. We can help start an investment plan for your kids before they are even born if you are that keen, that will be able to be gifted to them […]

Barber Chair Musings

While getting my hair cut the other week, I was talking to my hairdresser about what I do for a living, which even my wife still has trouble explaining! I explained that, in broad terms, I help people with super, insurance, investments, and managing money. As with most people, her ears pricked up to investments. […]

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 Level 6, 161 Collins Street, Melbourne VIC 3000.