Financial Planning

Through our longstanding relationship with Foley Wilson & Co, we are able to provide our clients with holistic financial services under the one roof.

Foley Wilson & Co has been providing investment and advisory services in Ballarat and the Western District of Victoria since 1956 and offer a comprehensive range of financial services and advice.

The financial advice experience is more than just being provided with guidance around facts, figures, strategy and legislation. Foley Wilson & Co pride themselves on building long-term honest relationships with clients, which is an essential element in conquering financial goals and objectives.

For investment advice, superannuation & retirement planning , please don’t hesitate to contact us today (03) 5331 2600.

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