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Woodward Nhill Financial Planning

5.0(4 reviews)See reviews ↓·Ballarat

What customers say

Based on genuine customer reviews

Ballarat clients of Woodward Nhill Financial Planning describe a service built on patient guidance and clear communication. Three reviewers highlight the expertise of financial planner Paul Bilson, noting that he and his team explain options thoroughly without applying pressure to make quick decisions. A number of customers describe how the firm helped them move from financial difficulty to a position of confidence, with superannuation and life insurance needs handled carefully. Reviewers repeatedly mention the friendly and genuine nature of the staff, as well as their efficiency and knowledge when dealing with enquiries by phone, email or face to face.

A detail many reviews return to is the peace of mind that comes from being kept informed about suitable directions for their finances. The team is also praised for being accommodating and for taking the time to ensure clients understand each step. The consistent theme is one of honest advice and ongoing support across future planning and insurance cover, with clients describing outcomes that leave them feeling on top of their financial affairs. Paul Bilson and his colleagues are described as reliable and approachable.

Reviews

Reviews are taken from publicly available sources.

BM
Barryjames Millar24 November 2022

Great customer service

MB
Michelle bartlett1 April 2019

Sometimes you just need that right person to sort your finances, future planning & ensuring your covered if anything unfortunate occurred. I’m so grateful for Paul's assistance, honesty & continually keeping myself informed of best paths for my Super & life insurances. I personally highly recommend Paul & his team to get the best outcome, support & guidance.

DZ
Damien Zabinskas10 March 2019

I have been a client for over six years with Paul Bilson and the rest of the crew at Woodward Nhill. I have always found them very efficient and knowledgeable not to mention super friendly and genuine people. It is always great dealing with them whether it be email, phone or in person. Highly recommend them to any one.

MM
Marion Martin5 March 2019

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 the friendly, knowledgeable financial planner, my situation has changed and I am now on top of all things financial. Woodward Nhill’s service is excellent. Nothing is too much trouble, with everything being explained patiently and no pressure to make decisions quickly. Emails and calls are answered in a timely manner. I highly recommend the services of Woodward Nhill.

Financial advisers & planners in Ballarat compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Ballarat are compared.

RankProviderRatingReviewsOpen Sat.
1Butler Chartered Accountants & Financial Planning★ 5,012No
2Woodward Nhill Financial Planning (this page)★ 5,04No
3Viridian Advisory Ballarat★ 5,03No
4MOR Financial Planners★ 5,02No
5Blue Financial Ballarat | Retirement Planning★ 4,956No
Contact
+61353323344www.wnfp.com.au117, level 5/119 Sturt St, Ballarat Central VIC 3350