Financial Planning Ballarat

Operating in the close-knit community of Buninyong, providing comprehensive advice to Ballarat and surrounding areas, 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 also provide holistic advice in areas including Self-Managed Super Funds, Superannuation, Retirement Planning, Life Insurance, Tax Minimisation and Estate Planning. Now helping retail clients in and around the Ballarat area we use our knowledge and experience to provide comprehensive financial advice to all individuals and families.