Partnership

This may surprise people who know me personally, but I can announce that I am officially a partner here at BW Private Wealth.

To be honest, buying into a business isn’t something I’d ever really seen myself doing until I started working here. And that is simply due to finding my personal ideals and ambitions to be well aligned with Tony’s.

Here at BW Private Wealth, clients indeed come first, and I’m more than happy to link my name to that. I am very excited to bring my own personal touch to the business and can’t wait to see what the future holds for all of us here.

As always, I wouldn’t be able to do this without the constant support from clients and referral partners, so thank you all again and I look forward to helping as many people as I can here for many years to come.

Thank you!

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

Get Your Free Wealth Report

Free Wealth Report

Complete your profile to receive an obligation-free Wealth Report.

This report will include things like estimated Super projections, estimates of your home value, suburb performance and how you compare with other people your age, and many more reports.

Spreading Joy and Nourishment in Our Community

Treat or Trick? Navigating Financial Decisions

Total and permanent disability (TPD) cover 101

There are 4 main types of life insurance

Why it pays to review your insurance cover

Your insurance is designed to be flexible

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.