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Who is Bill Butler?

Bill Butler was started in 2015 by serial entrepreneur Geoff Chester to support Australian families overcome financial challenges through smart money management solutions.

In the following years those services have been refined and expanded. Bill Butler has the knowledge and expertise to assist clients in any financial position, including the self-employed, achieve their financial goals.

Who we are - Frequently Asked Questions

Who owns Bill Butler?

Our majority owners since 2018 are an accounting and business advisory group.

Although they have a diverse range of businesses, their core offering is financial management solutions for family offices and high net worth individuals.

How does Bill Butler manage money?

We built a payment and virtual account management system based upon Westpac payment solutions. This means all funds we receive, hold, and manage are done via Westpac solutions.

You can search our Westpac assigned BSB 034-894 here to see it attached to Bill Butler. All funds we hold for clients are held under this BSB.

What sort of qualifications does the team have?

The Financial Managers team is responsible for all client outcomes which includes the ongoing administration and client facing contact.

The Financial Managers that are responsible for strategy and engagement with new clients are all university educated up to Master’s levels.

Is Bill Butler licensed?

Bill Butler are members of Australian Financial Complaints Authority (AFCA) and have an Australian Credit License (ACL) application pending with ASIC to deliver services classed as Debt Management Services (DMS).

The DMS licensing legislation only came into effect on the 01/07/2021 and ASIC have transitional provisions in place for existing providers who have an application pending. This allows Bill Butler to advise or assist with any actions regarding a consumer credit contract, including around credit reporting. Bill Butler can still assist with accounts which are not consumer credit contracts – its just not a licensed activity.

Are you financial planners?

No, we are not, Bill Butler does not provide any financial advice.

What do your services cost?

Our ongoing services will have an upfront fixed cost usually put on a payment plan to ensure we can get started assisting with your goals as quickly as possible and an ongoing weekly administration fee to support the service delivery.

We don’t have any fixed term contracts, we don’t have any cancellation fees, and we don’t have any undisclosed or hidden costs. We do offer some specialised services that are for example only result or success based so we will discuss different cost models for those if applicable.

Who is Bill Butler?

Bill Butler was started in 2015 to support Australian families overcome financial challenges through smart money management solutions.

In the following years those services have been refined and expanded. Bill Butler has the knowledge and expertise to assist clients in any financial position, including the self-employed, achieve their financial goals.