Strategic advice tailored to your needs
Building your financial confidence
Wealth management solutions aligned with your goals
Health, Lifestyle & Wellbeing
Explore your financial future with us
Welcome to Whittle & Skok Financial Services, your trusted partner for personalised strategic financial planning and wealth management solutions.
Established in 1983, we proudly hold a legacy as one of Australia's pioneering financial planning firms. Over the years, we've forged enduring partnerships with our clients, some of whom have been with us since the very beginning.
Our commitment to delivering excellence is underpinned by our AFS License, experienced team and dedicated in-house investment management. These assets enable us to deliver comprehensive and custom-tailored solutions that meet your unique needs.
We recognise the significance of strategic financial guidance and wealth management in our clients' lives. Personal finances often represent a significant source of stress, and our mission is to equip our clients with the knowledge, clarity, and confidence they need to navigate their financial journey.
We invite you to connect with us for a personalised consultation. Let's explore how we can empower you to achieve your financial goals.
Edward Skok | CEO
How we can help
Selecting the appropriate partner for your financial advice journey is an important decision, as you are ultimately seeking to build a lasting, multi-generational relationship that is built upon experience, expertise, communication and transparency. To make such a decision, you need to be confident in the abilities of the firm, that their objectives are aligned with yours and that they are willing to listen and understand your needs.
Listed below are the three key areas where Whittle & Skok Financial Services can help you to create, manage and protect your wealth.
Financial planning is more than managing your investments, it involves comprehensive strategic planning across a range of areas to position you to achieve the most beneficial outcomes over the long term.
Providing you with wealth management solutions for today and tomorrow. We recognise that each investor’s goals are unique, driven by their individual circumstances as well as their attitudes towards a range of factors.