Financial Planning

Operating in the close-knit community of Buninyong, providing comprehensive advice to Ballarat and the Greater Western District, we work alongside our clients to develop a structured financial plan that is tailored to their personal circumstances. Helping clients to simplify their financial affairs, maximise wealth and ensure their families are protected in the case of any unforeseen events.

At Whitehill Financial we pride ourselves with our investment knowledge, with having experience in multiple stockbroking firms and investment banks. This led to advising Superannuation funds, high-net worth individuals/families, managed funds, farmers, retirees and business owners.

Our financial planners at Whitehill Financial provide holistic advice in areas including Self-Managed Super Funds, Superannuation, Retirement Planning, Investments, Life Insurance, Tax Minimisation Strategies and Estate Planning. Now helping retail clients in the Greater Western District, we use our knowledge and experience to provide comprehensive financial advice to all individuals and families.