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, enabling us to provide comprehensive and custom-tailored solutions that meet your unique needs.
Financial planning extends beyond investment management; it embraces a holistic, strategic approach that spans various aspects of your financial wellbeing. This comprehensive planning is designed to position you for the most beneficial long-term outcomes. We provide a range of flexible wealth management solutions that can evolve and adapt to the changing needs of your unique financial journey. At the heart of our commitment to inspire your financial confidence is our focus on providing clear, concise, and relevant communication, ensuring that you are well-informed, educated, and confident in our services throughout our relationship.
Whittle & Skok Financial Services Pty Ltd (WSFS) is an Australian Financial Services Licence Holder with a long-standing history dating back to 1983. Committed to developing long-term relationships, our business focuses on providing ongoing services to our clients, adapting strategic financial planning advice and wealth management solutions as circumstances change over time. With a team of experienced advisers and an internal investment management team, we offer flexible solutions to help you achieve your financial goals. As a privately owned firm not affiliated with any bank or financial institution, we operate under our own AFS Licence, ensuring independence and a client-centric approach to financial services.