Working with Bailiwick Financial Planning
What to expect
Straight talk
No jargon. No spin. We explain things simply and tell it how it is, so you feel confident, not confused.
Calm and considered
No hype. No hot tips. No get-rich-quick promises. We take a sensible approach to your money, and we're often the ones telling clients they can afford to enjoy life more.
Here for the long haul
We’re a family business, and we’re in this for the long haul. Our clients know we’ll always show up for them.
What we're definitely not
Not suit-wearing salespeople
We don't sell products. We don't push investments. We don't work on commission. Our only job is to give you advice that's right for you.
Not singers or dancers
We won't dazzle you with flashy presentations or complicated charts. We keep things simple, clear, and real.
Not set-and-forget
Some planners build a plan and disappear. That's not us. Your life changes, and your plan should change with it. We stay close.
What working with Bailiwick Financial Planners looks like
If you've never worked with a financial adviser before, we get it - it can feel uncertain. Our approach is designed to help you feel calm and confident: clear next steps, honest conversations, and a team in your corner keeping your momentum rolling.
Step 1: A Quick Chat
A 15-minute phone call.
A quick Q&A to find out what you need help with and whether we're the right fit to help you.
Step 2: The Intro Appointment
90-minute meeting in our office
We'll ask about your life, not just your money. What matters to you. What you're hoping for. What's worrying you. We'll explain how we work and what you can expect from here.
Step 3: The Proposal
Sent via email
We put together a proposal that spells out what we'll do, how we'll do it, and what it will cost.
Step 4: Your Plan
90-minute meeting in our office
We present your financial plan face to face. We walk through every recommendation, explain the reasoning, and make sure it all makes sense to you.
Step 5: Implementation
We handle the paperwork, the phone calls, the coordination with super funds, insurers, Centrelink, and anyone else involved. We keep you updated along the way without drowning you in details.
Step 6: Staying On Track
Life doesn't stand still. Rules shift. Kids get married. Grandchildren arrive. Health changes. Your plan needs to move with you.
We schedule annual reviews to check in, not just on your investments, but on your life. And between reviews, we're a phone call away.