INDEPENDENTLY-OWNED FINANCIAL FIRM
INDIVIDUALLY MANAGED PORTFOLIOS
REAL-TIME PORTFOLIO TRACKING
SOCIAL RESPONSIBLE INVESTMENTS
- Portfolio is constructed from the time investor invests
- Model portfolios are customised to investor’s personal requirements
- Assets are held directly by investor
- Bank accounts are in investor’s name
- No sign-up to third party operators
- Contract notes for shares bought and sold are provided
- Investor can have deep involvement in whole investment process
- Investment update is emailed monthly
- All transactions can be tracked any time online
- Investor can communicate directly with the management team
- Individual performance and investment reports are available 24/7 online
- Tax position of your portfolio is constantly updated
- Tax calculations and reporting are provided for all entities
- Tax benefits and liabilities are not shared with other people
- Tax relates to your own income, expenses, profits and losses
- Truly double entry accounting standards are used
- Automatically updated information enables
easier and quicker accounting of SMSFs
Portfolio is constructed from the time investor invests Model portfolios are customised to investor’s personal requirementsFind out more
Assets are held directly by investor Bank accounts are in investor’s name No sign-up to third party operators Contract notes for shares bought and sold are provided Investor can have deep involvement in whole investment processFind out more
Investment update is emailed monthly All transactions can be tracked any time online Investor can communicate directly with their adviser Individual performance and investment reports are available 24/7 onlineFind out more
Tax position of your portfolio is constantly updated Tax calculations and reporting are provided for all entities Tax benefits and liabilities are not shared with other people Tax relates to your own income, expenses, profits and lossesFind out more
Truly double entry accounting standards are used Automatically updated information enables easier and quicker accounting of SMSFsFind out more
WHAT CLIENTS SAY ABOUT US:
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Ian Bailey – BRG financial advisor
See Ian’s profile
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“Income is the important area for me to state the obvious. I just looked at the latest report and the increase in banked income is very pleasant reading. Therefore a WELL DONE is certainly due. My appreciation to you and your Team”
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Ian – Bilgola Plateau
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Michael Roberts – BRG financial advisor
See Michael ‘s profile
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“All dealings are conducted in a transparent manner with all aspects disclosed to the client in a practical, no nonsense and understandable fashion”
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Ian – Albany Creek Qld
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Terry Greetham – BRG financial advisor
See Terry’s profile
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“Terry’s style contrasts with my previous experience with financial planners who have either ignored me completely or just used a cookie cutter approach.”
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John – Epping NSW
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Ian Bailey – BRG financial advisor
See Ian’s profile
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“Hi Ian, I would just like to pass on Denise’s and my sincere appreciation for your high standard accurate, timely and caring advice over the many years we have used your services.
We feel genuinely safe knowing you and your team are looking after our financial affairs. It’s good to be able to sleep at night knowing tomorrow and beyond is taken care of.” -
Paul – Shellharbour
Ian Bailey – BRG financial advisor
See Ian’s profile
“Income is the important area for me to state the obvious. I just looked at the latest report and the increase in banked income is very pleasant reading. Therefore a WELL DONE is certainly due. My appreciation to you and your Team”
Ian – Bilgola Plateau
Michael Roberts – BRG financial advisor
See Michael ‘s profile
“All dealings are conducted in a transparent manner with all aspects disclosed to the client in a practical, no nonsense and understandable fashion”
Ian – Albany Creek Qld
Terry Greetham – BRG financial advisor
See Terry’s profile
“Terry’s style contrasts with my previous experience with financial planners who have either ignored me completely or just used a cookie cutter approach.”
John – Epping NSW
Ian Bailey – BRG financial advisor
See Ian’s profile
“Hi Ian, I would just like to pass on Denise’s and my sincere appreciation for your high standard accurate, timely and caring advice over the many years we have used your services.
We feel genuinely safe knowing you and your team are looking after our financial affairs. It’s good to be able to sleep at night knowing tomorrow and beyond is taken care of.”
Paul – Shellharbour
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AFSL NUMBER: 235656
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WE SPEAK YOUR LANGUAGE
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English
Serbian
Croatian
Vietnamese
Italian
Macedonian
Chinese
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AFSL NUMBER: 235656
-
WE SPEAK YOUR LANGUAGE
-
-
-
English
-
Serbian
-
Croatian
-
Vietnamese
-
Italian
-
Macedonian
-
Chinese
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