We would recommend Bailiwick without hesitation.

We feel very relaxed about our finances moving into retirement. 

My husband and I switched to Bailiwick in 2014. During this time, Steven and the Bailiwick team have conducted themselves in a very professional manner, remaining approachable and friendly. 

We’re now confident that we’re on track and maximising the opportunities available to us and feel very relaxed about our finances moving into retirement. We would recommend Bailiwick without hesitation.

April & Dick. clients since 2014

We left their office with a huge sense of relief regarding our financial security and future retirements.

A no-nonsense approach to solid retirement investments. At the end of our first appointment with Bailiwick, we left their office with a huge sense of relief regarding our financial security and future retirements.

When seeking advice regarding our superannuation and investments, being able to place our trust in Bailiwick was – and will continue to be – an absolute deal breaker for me and Greg.

Bailiwick is a family-owned and run business with a welcoming atmosphere and no-nonsense approach to solid retirement investments, whether you are looking to invest in middle of the road structures or willing to take on a higher level of risk.

The level of service and advice that we are receiving allows us to get on with the more important decisions in our lives – where are we holidaying next!

Caroelle & Greg. clients since 2010

I appreciate the personal service they offer and admire the strong family bonds they have.

I have always received the very best service at great value for money. I have been a client of Bailiwick for eight years and wish I had joined them earlier.

Since our first meeting, I’ve felt the utmost confidence in their ability to manage my investments. They simplified my portfolio and guided me into strong investments that produce much better returns than what I was getting with another financial planning service.

I have also been a client of the Barr Group (now Bailiwick Accounting Services) for 16 years and have known Graeme Shepherd for over 20 years. They prepare my company and personal tax returns. They work under a very strict code of ethics and I have always received the very best service at great value for money. 

I have recommended Bailiwick and the Barr Group to friends and colleagues who have also engaged their services. I appreciate the personal service they offer and admire the strong family bonds they have. I have a high-level physical disability as a result of an accident and they always go the extra mile to make sure my life is very comfortable. I highly recommend Bailiwick Lifestyle Financial Planners and Bailiwick Accounting Services.

David. client since 2008

We find Andrea and Bailiwick very approachable, responding to queries generally on the same day.

Andrea has provided us with a very personal service tailored to our needs. We’ve been clients of Bailiwick since being referred to them by a work colleague in 1993. Throughout this time, Andrea has provided us and our family with a very personal service tailored to our needs.

We find Andrea and Bailiwick very approachable, responding to queries in a timely fashion, generally on the same day. We wouldn’t be in the position we’re in today, not having to worry about our finances, had we not worked with Bailiwick.

Geoff & Lyrell. clients since 1993