CONTACT INFO

Office: 128 Church St Wollongong NSW 2500

Sydney Office: Level 40, Northpoint Tower, 100 Miller St, North Sydney NSW 2060

All Correspondence: PO Box 1903 Wollongong NSW 2500

Email: enquiries@baileyroberts.com.au

Telephone: +02 4220 1600

Fax: +02 4226 3530

GET STARTED WITH BRG

If you are interested in making a free, no obligation appointment, please contact us to arrange a mutually convenient time for you and one of our experienced financial advisors.

During your initial consultation, one of our expert financial advisors will discuss your financial situation, goals and objectives.

The initial meeting is cost and obligation free and is an opportunity to determine if the services we provide are suitable to your requirements.

Provided that you were satisfied with your initial consultation and the required course of action recommended by your advisor, a Letter of Engagement will be prepared.

The Letter of Engagement will outline your recent discussion with your advisor based on your financial requirements and how we propose to address each one. All fees with relation to the services we will be proposing will be clearly outlined within this engagement letter and no work will be undertaken until the signed and agreed to engagement letter is returned.

Once you receive and review the Letter of Engagement, you have the option to make another appointment to discuss with your advisor. If you don’t believe a further discussion is required, simply sign the Letter of Engagement and return it to our office.

Upon receipt of this, our office will be in contact to collect further information from you in order to assist us with preparing your report and recommendations.

Your recommendation will be finalised and forwarded to you. This recommendation will outline the steps and implementation required to achieve your requirements.

Generally, at this point, another meeting with your advisor will be scheduled to go through the recommendation and ensure that you clearly understand it.

Again, you will be required to sign an Authority confirming that you wish for Bailey Roberts to implement the strategies outlined within your report.

The agreed to and recommended Strategies will be implemented.

CONTACT US

  • CONTACT INFO

  • Bailey Roberts Group
    128 Church St, Wollongong NSW 2500

  • enquiries@baileyroberts.com.au

  • Telephone: (02) 4220 1600

  • Fax: (02) 4226 3530

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Self-Managed Super Funds


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