Bailiwick Financial Planning is a family-run financial advice practice based in Newstead, Brisbane. We help over-50s plan for retirement and make the most of it when they get there.

Established in 1991, our approach is grounded in sound advice, plain English, and knowing you as a person, not just a portfolio. We don't chase returns, push products, or pretend to be investment gurus. We take the time to understand what's actually going on in your life, then build a plan around it.

We believe financial advice should make your life bigger, not smaller. Clearer, not more complicated. That's why we often find ourselves encouraging clients to spend their money and enjoy the life they've worked hard for.

Our business has been built the old-fashioned way: relationship by relationship. Many of our clients have been with us for decades, with three generations of families trusting us with their finances.

𝗪𝗛𝗢 𝗪𝗘 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛
▸ People five to ten years from retirement who want a clear path forward
▸ People one to three years from retirement who want certainty and a simple plan
▸ Retirees who want to know their money will last the distance
▸ People managing finances on their own after the loss of a partner

𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧
▸ The confidence to know your money will last
▸ The clarity to make decisions without second-guessing
▸ The freedom to spend without guilt, because you've earned it

Based in Newstead, Brisbane.

Bailiwick Financial Planning

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Bailiwick Financial Planning

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