True Fee-For-Service Based Financial Planning Services
When it comes to managing money, we understand that each and every investor will have different investment requirements due to their personal financial objectives and varied lifestyles. At Bailey Roberts Group, we start by understanding the personal situation and financial objectives of each client before giving any financial advice.
As a privately-owned financial planning firm, we have developed our own proprietary solution to help manage clients’ assets on an individual basis. All services provided by BRG are efficiently supported by unique technologies built by our expert in-house IT team.
Our offices are conveniently located in both Sydney and Wollongong. We charge fees based on the services used by individual client. All fees will be clearly explained in writing before any service is proceeded with.
“At Bailey Roberts Group, each investor is unique in terms of financial goals, objectives and risk tolearance. However, every investor, irrespective of the amount they invest, benefits from the same rigorous, disciplined and quality approach brought by the team of experienced financial advisors.”
Ian Bailey – Director of Bailey Roberts Group