BW Private Wealth
Overview
BW Private Wealth is a Ballarat-based financial planning firm with more than 30 years' experience helping clients across regional Victoria and beyond. The team is known for its down-to-earth approach, taking the time to listen and understand each client's unique situation before offering practical advice. Theyre a group of locals who value simplicity, aiming to make the complex world of money, super, and tax feel less intimidating and more manageable.
With offices in Ballarat, Ararat, and Lake Bolac, BW Private Wealth supports individuals, families, and businesses through all stages of life - from first jobs to retirement and everything in between. Whether you prefer a face-to-face meeting or a chat over the phone, their advisors are happy to work with you in a way that suits your lifestyle.
What BW Private Wealth offers
Financial planning and advice
Personal and business insurance
Superannuation strategies
Retirement planning
Investment advice
Aged care financial guidance
Tax minimisation strategies
Estate planning
Centrelink and government benefit advice
Cash flow management
Free wealth reports
Location
616 Sturt St, Ballarat Central VIC 3350
Get DirectionsCustomer Reviews
Clients praise BW Private Wealth for its professional, friendly service and clear, jargon-free financial advice. Reviewers highlight how the team listens, tailors responsive plans to individual goals, and follows up promptly. Long-term clients note consistent, sage advice over many years, and others call out the helpful, welcoming approach that suits both retirees and younger clients.
Several reviewers mentioned Arlan for being friendly, knowledgeable and conscientious, easy to talk to, and great at explaining options. Standout features include personalised financial advice, responsive planning, and attentive customer service.