Our clients care about financial security now and beyond their working life, but they also want to maintain a certain quality of life. Their number one concern is that we understand them, are trustworthy, and can provide advice that will improve and protect their financial situation.
We help them do that by providing a personalised service, becoming their trusted close advisers, understanding the depth and breadth of their lives, helping them articulate their goals and concerns, working with them to develop strategies, and helping them manage their financial affairs. We explain the complexities of finances in language they can understand, being transparent about all aspects, empowering them to make good decisions.
The value our clients receive is a sound, effective financial strategy based on a comprehensive understanding of their current situation, their history and their aspirations. We are able to advise on all aspects of their finances, which ensures their personal strategy is fully integrated and geared to meet their ultimate needs. We are always available to them for big enquiries or small – we’re just a phone call away, and our clients feel comfortable calling. They have the full support of our experienced team. With offices in both Ballarat and the city, our clients enjoy the flexibility of being able to meet us wherever they choose.
We work on a fee-for-service basis, so we are not influenced by commissions or any other incentive payments. It’s simple – we benefit when we do the best we can for our clients, and our loyal client base is testament to the success of our approach.
Our Team
Hello there. Co-founder, and current principal, of Woodward Nhill Financial Planning, I have been involved in financial services for all of my working life.
I joined Woodward Nhill in 2015 when I realised that the financial planning industry offered a rewarding and flexible lifestyle.
Hi, my name is Sandra Mullane. You might never see me because my role is to work quietly (some would say not so quietly) in the background and get the real work done!
Hi, my name is Robyn Nikkelson, I am usually your first point of contact at Woodward Nhill.
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.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.