BW Private Wealth

BW Private Wealth is a financial planning firm based in Ballarat. The firm has been providing financial planning for over 30 years. It operates under the legal entity Tony Dann Business & Wealth Financial Planning Pty Ltd, trading as BW Private Wealth, and is an authorised representative of Consultum Financial Advisers Pty Ltd. Tony Dann is a Certified Financial Planner, certified in 2003. The firm has offices in Ballarat, Ararat, and Lake Bolac.

It services clients in Stawell, Beaufort, Skipton, Lismore, Meredith, Creswick, Clunes, Maryborough, Avoca, Daylesford, Horsham, Geelong, Surf Coast, Bellarine Peninsula, Ballan, Melton, Melbourne and surrounding district regularly. The firm provides financial planning and advice services. It offers video or telephone consultations if unable to meet in person.

Personalised financial advice delivered with a friendly, patient manner is the theme that runs through the feedback for BW Private Wealth in Ballarat. More than one customer describes adviser Arlan Davine as approachable and easy to talk to, noting that he takes the time to hear out individual goals before putting a plan in place. Reviewers often mention his ability to explain complex matters without industry jargon, which helps clients feel confident about decisions affecting their future. Long-standing relationships feature prominently, with one client of close to two decades reporting consistently sound guidance across several changes of adviser.

Retirees and younger clients alike are said to benefit from his grasp of how the financial system works. The wider team also attracts praise for professionalism, courtesy and responsiveness, including timely message handling and proactive follow-up. An accommodating approach to personal circumstances and a welcoming atmosphere are points that come up often. Clients value the clarity of the advice and the sense that their needs are understood rather than treated generically. Several reviewers note they have introduced friends and family, reflecting satisfaction with both the guidance and the ongoing service relationship built around financial planning and retirement needs.