With you along the way

At Woodward Nhill we treat every client as unique, because they are. We take the time to really understand the full picture of their lives, their aspirations and their concerns in order to give them the most relevant and effective advice and support. With offices in both Ballarat and the city, we can offer you the flexibility of where you meet us.

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.

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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.

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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.

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SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

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What Our Clients Say

I became a client of Woodward Nhill some years ago when I was struggling financially. The company was recommended to me by my accountant. Since then, with the help and guidance of Paul Bilson, my situation has changed, and I am now on top of all things financial.

Paul’s knowledge is excellent. Our meetings, which I look forward to, are friendly and relaxed and I never feel like I’m being rushed, even when I need things explained more than once. I have felt no pressure to take a particular action or to make a decision quickly. Emails and calls are answered in a timely manner.

I highly recommend the services of Paul Bilson at Woodward Nhill.

 – Marion

C.E. Bartlett Pty Ltd established a business relationship with Woodward Nhill in 1996. Since this time we have been fortunate to work with Paul Bilson who has established many friendly and professional relationships with many Bartlett staff. Working alongside our fund partner – AMP, Paul and Woodward Nhill help manage our company Custom Super Plan by overseeing compliance, which is pivotal in keeping our members well informed of changes as they occur.

Fund performance is communicated to our committee annually and further passed to members through regular on-site visits. Paul is always on hand to offer our employee’s the unique opportunity of personal one on one consultation and advice.
We take great pride in our ability to offer this service to our staff and look forward to a continued partnership with Paul Bilson and the team at Woodward Nhill Financial Planning.

 – Michelle Bartlett.