Ways we can help you create, manage and protect your wealth
Whittle & Skok Financial Services has the resources and experience to provide a wide range of specialist services to our clients. Clients can have access to these services either directly or via our range of Wealth Management Solutions.
Our services include, but are not limited to:
- Financial Planning / Wealth Management
- Investment Management
- Wealth Accumulation & Preservation
- Retirement Planning
- Superannuation Advice
- Self Managed / DIY Superannuation Funds – advice and administration
- Pensions & Annuities
- Estate Planning
- Private Ancillary Fund and other Philanthropy Services
- Wealth Protection / Risk Management (insurance)
- Investment Administration
- Accounting Services (via our subsidiary Grandleigh Accountants)
Our objective is to specialise in those areas where we can add most value. If any of our clients require financial or legal services in areas in which we do not have established expertise, we will refer them to the appropriate specialist to ensure they continue to receive the professional advice and service to which they are accustomed.