Butler Pty Ltd

Butler Pty Ltd is a firm of chartered accountants and financial advisers with offices in Ballarat and Melbourne. It works with business owners on profitability and tax, and with their families on building and passing on wealth, acting as an ongoing strategic partner rather than a once-a-year tax preparer.

Products and services

• Business advisory: goal setting, strategic planning, structuring advice and performance reviews.
• Tax and accounting: tax planning, bookkeeping, financial management and work on cash flow and profit.
• Wealth management: strategic advice and investment portfolio management through Butler Private.
• Retirement and superannuation: planning super and retirement strategies.
• Succession and estate planning: family office advice, family succession, estate planning and transferring wealth between generations.
• Philanthropy: helping clients plan charitable giving.

Who it works with

Its clients are business owners and their families, with a focus on long-term, multi-generational planning.

Key facts

• Offices: Ballarat and Melbourne, Victoria
• Financial planning arm: Butler Private Pty Ltd