Butler Chartered Accountants & Financial Planning

Butler Chartered Accountants & Financial Planning has provided specialist, personalised advice since 1994. Damian Butler, FCA, is a Director of the firm. The practice serves business owners and families. Butler provides financial planning, wealth management, business advisory and accounting services. The firm has offices in Melbourne and Ballarat.

Butler Chartered Accountants & Financial Planning has cultivated lasting relationships in Ballarat, with clients returning across many years for accounting, tax and financial planning support. Damien and Uphar are named repeatedly, described as professional and knowledgeable and prepared to go beyond routine accounting work, while Renee draws praise for her approachability and quick responses to questions. The financial planning side is explained clearly and made to feel considerably less daunting, and advice on tax obligations and business matters is delivered in a manner that removes stress.

A point that comes up often is the value of quarterly in-person reviews, which clients link to goal setting and forward planning as their operations grow. Communication attracts frequent comment, with prompt replies and practical, efficient turnaround on information. Long-standing clients highlight accessibility, expertise and genuine concern for their circumstances, including a home visit to an aged care resident for an extensive catch-up after the budget. Dependable outcomes across accounting, tax and business advice keep clients returning year after year.