BAILEY ROBERTS GROUP
Bailey Roberts Group (BRG) is a privately-owned financial services & planning practice with offices located in both Wollongong & Sydney. BRG’s charter is to provide cost effective solutions that enable investors to take control of their investments in a transparent manner. BRG has been instrumental in building technologies that allow investors to invest directly into markets to achieve personalised portfolios that meet their particular requirements.
OUR KEY SPECIALITIES INCLUDE:
Individually Managed Portfolios
Having control allows investors to effectively maximise and maintain wealth, a function that can only truly be achieved by investing directly.
We have developed our own investment philosophy that has been derived from what is widely known as value investing.
Self – Managed Superannuation Fund
Our technical expertise is backed by over 60 years of combined experience in superannuation and more specifically SMSFs.