Bailey Roberts Group

Bailey Roberts Group

Bailey Roberts Group is a fully accredited and licensed financial advice service. BRG holds an Australian Financial Services License (AFSL), which means we are not linked whatsoever to any financial institutions. That way our experienced financial advisors are always able to provide true advice that is in your best interests.

Our charter is to provide cost effective solutions that enable investors to take control and manage their investments in a transparent manner. We have an expert in-house IT team to develop our own innovative technologies that allow investors to invest directly into markets to achieve personalised portfolios that meet their particular requirements.

All our client work is based on transparent Fee-For-Service basis. As a result, you only pay for the services you need, not for any product commissions or hidden fees. All fees with relation to the services we will be proposing will be outlined clearly within an engagement letter and no work will be undertaken until the signed and agreed to engagement letter is returned. You can rest assured that there are no nasty surprise or unexplained costs.

Our services include:
- Individually Managed Portfolio
- Self-Managed Superannuation Funds
- Business Sale & Succession Planning
- Estate Planning
- Retirement Planning ...read more