What makes BRG different
  • Portfolio is constructed from the time investor invests
  • Model portfolios are customised to investor’s personal requirements

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  • 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

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  • 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

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  • 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

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  • Truly double entry accounting standards are used
  • Automatically updated information enables
    easier and quicker accounting of SMSFs

Find out more

customisation2-8
NO READY-MADE PORTFOLIOS
Portfolio is constructed from the time investor invests
Model portfolios are customised to investor’s personal requirements
Find out more
100% CONTROL OVER ALL ASSETS
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
Find out more
Transparency
24/7 ONLINE TRACKING & MONITORING
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 online
Find out more
tax-efficient-solutions2-8
AVOID PAYING TAX ON OTHER PEOPLE’S GAINS
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
Find out more
smsfs
SELF-MANAGED SUPERANNUATION FUNDS
Truly double entry accounting standards are used
Automatically updated information enables easier and quicker accounting of SMSFs
Find out more

WHAT CLIENTS SAY ABOUT US:

  • “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

  • “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’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

  • “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

  • AFSL NUMBER: 235656

    AFSL number

  • WE SPEAK YOUR LANGUAGE

      • Financial advisers speak English

        English

      • Financial advisers speak Serbian

        Serbian

    • Financial advisers speak Croatian

      Croatian

    • Financial advisers speak Vietnamese

      Vietnamese

    • Financial advisers speak Italian

      Italian

    • Financial advisers speak Macedonian

      Macedonian

    • Financial advisers speak Chinese

      Chinese

AFSL NUMBER: 235656

AFSL number

  • WE SPEAK YOUR LANGUAGE

      • Financial advisers speak English

        English

      • Financial advisers speak Serbian

        Serbian

    • Financial advisers speak Croatian

      Croatian

    • Financial advisers speak Vietnamese

      Vietnamese

    • Financial advisers speak Italian

      Italian

    • Financial advisers speak Macedonian

      Macedonian

    • Financial advisers speak Chinese

      Chinese

Your first appointment with a BRG financial advisor is cost and obligation free.
MEET ONE OF OUR GUARDIANS!
Your first appointment with a BRG financial advisor is cost and obligation free.