We are extremely proud of the Whittle & Skok Financial Services heritage, which spans three decades of providing the highest level of service, strategic financial advice and active investment management.
We recognise that each investor’s goals are unique, driven by their individual circumstances as well as their attitudes towards a range of factors. We seek to first identify the objectives of the client and then structure our strategic advice and investment management to achieve these objectives.
This may sound like common sense, but it is in fact opposite to the prevailing approaches we still see today in the financial planning and investment management industries.
Whittle & Skok Financial Services is a privately held firm that is owner-managed, which means there is a natural alignment between its principals and its clients. Our ownership structure removes any real or perceived restrictions on the investments that we select and the advice that we provide. Thus we can provide our clients with flexible and innovative solutions tailored to their specific requirements.
Our wealth management solutions have been provided on a fee for service basis since 1988, making us one of the first firms to adopt such a policy.
Whittle & Skok Financial Services head office is located in Kew, but we work with clients located throughout Australia and overseas.