A family business, helping families since 1991
Who we are
Bailiwick Financial Planners is a family-run financial advice practice based in Newstead, Brisbane.
We help over 50s plan for retirement and make the most of it when they get there. Our approach is grounded in sound advice, plain English, and knowing you as a person, not just a portfolio.
Andrea Paynter
Financial Planner and Director
Steven Larman
Financial Planner and Director
David Larman
Financial Planner and Director
Our story
Financial planning is in our DNA. Our dad, Lionel Larman, started his career in financial planning in 1991. Andrea joined him in 1999, launching Bailiwick Lifestyle Financial Planners as a father and daughter team. Brothers David and Steven joined in 1997 and 2006 respectively.
Our business has been built the old-fashioned way: relationship by relationship. Many of our clients have been with us for decades, with three generations of families trusting us with their finances.
The name "Bailiwick" means the sphere in which someone has superior knowledge. A special domain. This is ours.
Money is the tool. Life is the point.
We believe financial advice should make your life bigger, not smaller. Clearer, not more complicated.
We encourage our clients to spend their money. They've worked hard. They've saved well. They've earned the right to book the trip, help the kids, spoil the grandkids, and say yes to the things they've been putting off, without lying awake wondering if they can afford it.
We get to know our clients and their families beyond their portfolios and bank balances. Our review meetings are as much about holidays, grandkids, the renovation, and what the kids are up to as they are about money.
Our approach
We're not singers or dancers. We're quietly, consistently good at what we do. Calm, steady, and here for the long haul.
We get to know you, put together a plan in plain English, and walk you through every step. Then we stick around, year after year, to make sure it keeps working as your life changes.
What we do
We don't sell products. We give advice. Practical, sensible, easy-to-understand advice on the financial decisions that shape your life.
Retirement planning. Superannuation advice. Investing. Aged care. Centrelink and entitlements. Estate and inheritance planning. Insurance reviews.
All of it explained simply. All of it built around what actually matters to you.
Credentials
Established in 1991. Over 30 years of helping Australians plan for retirement and life beyond work.
Family-owned and operated.
100% referral-based. Every client has come to us through someone who already trusts us.
Multi-generational client relationships.
Based in Newstead, Brisbane. Serving clients across South East Queensland from our Kyabra Street office.
Certified Financial Adviser®
Member of Financial Advice Association Australia
Member of Institute of Public Accountants