PPT Financial

About

PPT Financial provides a broad mix of accounting, financial planning, and business advisory services from offices in Ballarat and Melbourne. Their team works with individuals and businesses at every stage, helping clients clarify financial goals and make informed decisions about their future. Whether you're sorting out your first investment portfolio, planning for retirement, or seeking practical tax advice, they take the time to listen and shape advice around your needs.

Clients benefit from a transparent approach - fees and options are always clearly discussed, so there are no surprises. With a strong local presence and a reputation for practical, down-to-earth guidance, PPT Financial is a steady hand for anyone looking to build financial security or grow their business.

What PPT Financial offers

• Accounting and bookkeeping services
• Tax advice and planning
• Business advisory and consulting
• Corporate secretarial services
• Financial planning and investment advice
• Superannuation and SMSF setup and management
• Retirement planning
• Share trading support
• Lending and mortgage services
• Risk insurance solutions

Why choose them

• Offices in Ballarat and Melbourne for local convenience
• Experienced team of CPA-qualified professionals
• Personalised financial plans tailored to individual goals
• Transparent fee structure with upfront communication
• Support for individuals, families, and businesses
• Range of investment options including shares, property, and managed funds

More financial advisory nearby

Contact

Phone

03 5331 3711

Address

Level 1/20 Lydiard St S, Ballarat Central VIC 3350

Website

ppt.com.au

Hours

• Monday9am – 5pm
• Tuesday9am – 5pm
• Wednesday9am – 5pm
• Thursday9am – 5pm
• Friday (today)9am – 5pm
• SaturdayClosed
• SundayClosed