3 Best Financial Services in Ballarat VIC

We are extremely pleased with the exceptional financial advisory services of Blue Financial. Jarrod’s timely and practical advice has helped us gain confidence and discipline in managing our finances effectively. He worked with us to develop a realistic strategy based on our priorities and what we’d like to achieve. Always responsive and an excellent sounding board, Jarrod has been invaluable in addressing our financial queries. Highly recommend their expertise!

Jarrod was very professional, helpful and made me feel at ease with the questions I had about my current and future retirement plans. I came away from my free appointment with him feeling more at ease knowing the direction I am heading. I would certainly use his services if I was in a position to invest money.

Was very worried about our financial future but after one meeting with Jarrod, I was put at ease. No question too stupid, ,explained everything in simple terms . Looking forward to the future now. Highly recommend.

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We , John & Dianne, met with Arlan at BW Private Wealth and were most impressed. His easy going, friendly and welcoming nature was most pleasing, and his knowledge of the financial system helped us greatly. Even though we are both of pension age we feel he could be of great assistance to other retirees and young people as well. There are so many providers out there and we are happy we went with Arlan. Would highly recommend his company.

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

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

Andrew and his team have been providing my wife and I, sound , unbiased and reliable financial advice for more than 25 years. Andrew's professional and personalized advice through the many ups and downs of the last years, has enable us to maintain a positive portfolio performance during these challenges. His attitude towards honesty and accountability has earned our unwavering trust in the management of our financial affairs. A fee for service profile, for advice and management, has ensured that we have not been given advice that would direct commissions from companies with a less than altruistic philosophy to their style of product management. We are looking forward to retirement in the knowledge that our financial position will ensure a very comfortable lifestyle. Thank you Andrew and team.

Andrew Rowan Wealth Management look after my Self Managed Super Fund and Share Investments. Andrew's knowledge of markets, Wealth Management and Retirement Planning are first class. His Investment philosophy has made investing simple and allows me to sleep well at night without worrying.

Andrew has provided and continues to provide me with consistently honest and sound advice. Andrew always takes the time to ensure I understand everything regarding my finances.