Foley Wilson & Co Pty. Ltd
Investment Plans in Ballarat
www.foleywilson.com.au
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3-5331260?
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Level 3, 17 Lydiard St. Ballarat. Ballarat, VIC, 3350.Are you the owner or manager of this company?
What you should know about Foley Wilson & Co Pty. Ltd
Our boutique firm situated in the heart of Ballarat was established over 30 years ago and is recognized as a leading financial advisory firm in Ballarat. The stockbroking business of Foley Wilson Co commenced trading in 1956 with partners Kevin Foley and Jim Cooke providing both stockbroking and public accounting services in Ballarat and surrounding districts. Today, the steady continues to bear services within stockbroking and all aspects of financial planning. Brendan was a co founder of Foley Wilson Co in 1989, and has remained as a Director ever since. Brendan is a member of the Stockbrokers' Association of Australia and is responsible for the share trading activities within the business. Outer of work, Brendan enjoys all aspects of being a grandfather to his two granddaughters and has a keen interest in horse racing. Ashley commenced with Foley Wilson Co in 2005 and became a Director of the Company in 2012. Ashley provides an extensive range of specialized advice. Ashley enjoys the personal aspect of his work and developing ongoing relationships with his clients. Ashley enjoys participating in a variety of sports and spending time with his young family. Nicola's main role within the business is to thrive client's financial planning requirements and the preparation of strategic advice via the construction and implementation of a Statement of Advice document. Aside from this, Nicola is responsible for reviewing and administering client portfolios to ensure that they remain appropriate to client's needs and objectives. She has become particularly passionate within the areas of Aged Protection advice and enjoys the highly personal element of advising families throughout an often emotional time. Rose joined Foley Wilson Co in 1985, meaning Rose has completed over 30 years of service for the business. Rose is an istration Assistant within the Stockbroking side of the business. Rose primarily assists Brendan on a day to day basis with the executing of trades, preparation of share documentation and record keeping. Aside from providing promote within Stockbroking, Rose is responsible for the administration and accounts of the Foley Wilson Co business. Rose is a key member of the Foley Wilson Co team and has extensive knowledge of the day to day operation of the business. Katrina assists both Ashley and Nicola on a day to day basis and is focused on providing excellent customer service and adviser support. Katrina is known around the office for her immense sense of humor.
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Services
Foley Wilson Co offers a comprehensive range of Financial Planning services and advice. Our staff are equipped with the latest computer technology and are qualified to yield authentic time market information. There's a wide variety of funds and super options available, with different opportunities that could help you throughout your life. Your financial planner can divulge you how to preserve and manage wealth when transferring them across generations through estate planning. Centrelink offers a range of payments and services for people at times of major change. If you, or your family, need to decide about aged care suddenly the added emotional stress and working a way through the process can make finding an agreeable solution seem impossible. Personal risk insurance can yield you with conceal whether you're living by yourself and building your business, or want to ensure your family will have urge if you were to become ill or pass away. You may need to set up a specific structure or trust to look behind beneficiaries with notable needs and sizable bequests to charities. Foley Wilson provides tailored advisory services where our advisers aid you with identifying and assessing superannuation options, along with generating superannuation strategies that assist your maximize your super. For example, consolidating your funds into one fund could reduce fees and make it easier to manage your super. Additionally, some splendid funds may yield access to more comprehensive and competitive life insurance, which could help ease the financial cost if you're looking for cover. Foley Wilson can offer advice on all Superannuation services, including: Salary sacrificing to aid boost your superannuation where possible. Assessing and recommending investment options to suit your goals and lifestyle. Retiring from paid labor is a major life change and Foley Wilson can help you to plan for this by considering numerous essential questions: Foley Wilson Co provide total assistance in obtaining Centrelink entitlements for clients. When the time come to move yourself ardor your parents into residential aged concern the associated costs will be encourage by a means test applied to your personal income and assets, including the family home. Homeowners with insufficient cash to hide the cost of aged protection accommodation are tempted to sell or rent out their property. Selling up on the other hand, could decrease an individual’s pension entitlement if the value of the home far outstrips the cost of care. Structuring your affairs appropriately before to or as early as conceivable when Aged Protection becomes a reality can ensure you accomplish the following: Determining whether or not to sell the family home. Maximum good method of funding your RADDAP (e.g. Personal risk insurance has become an essential component of fresh life and there is a variety of insurance options available to suit your situation whether you are an individual, couple, family or business owner. Our advisers will take the time to help you in choosing the most appropriate insurance conceal for you from the myriad insurance options available:.
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