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About Us
Products and Services
FAQs
The financial planning team is managed by Ashley Madigan with the department being well supported through their specialist staff. The financial planning team is experienced in all facets of financial services and enjoys providing comprehensive advice in a manner that you will understand.
Foley Wilson is well recognised throughout the western district via all mainstream media sources and provides daily stock market reporting on local radio.
Services:
Flexible Hours, Open Monday - Friday
Advice & Information, Aged Care, Annuities, Bonds, Budgeting, Centrelink, Debt Agreements, Debt Consolidation, Direct Equities, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Managed Funds, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial, QuickBooks
Accredited, Australian Owned, By Appointment, Certified, Disabled Access, Fee For Service, Free Consultations, Home Visits, Independently Operated, Independently Owned, Licensed, Locally Operated, Locally Owned, Member FPA, Mobile Service, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
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Foley Wilson & Co has been providing investment and advisory services since 1956. They offer stockbroking services, financial planning, and personalized guidance to help clients achieve their financial goals
You can reach them at (03) 5331 2343 or via email at [email protected]. Their office is located at Ground Floor, 17 Lydiard Street North, Ballarat, Victoria 3350
Foley Wilson & Co is affiliated with Baillieu Holst Ltd, allowing them to offer a full stockbroking service. This includes reviewing existing portfolios, Australian and international shares, commodities, bonds, and fixed income securities