Advice and Review Model

Our Ongoing Advice and Review Model

Bailey Capital Management believes in an advice based approach to financial planning. We have developed a number of advice based packages tailored to the advice and review based needs of our clients. These packages are charged on a flat monthly fee. To see our Private Client service please

Client Advice Packages

Our service packages are designed to meet the advice and review needs of clients. They are structured as follows e.g.

• Private Client Service, Gold Service, Silver Service and Bronze Service
• Client Service package plus additional advice based services:
  • Investment management solution option, plus
  • Traditional superannuation or Self Managed Superannuation Fund
• Packages and services are individually priced
• Designed to cater to individual client needs
• Include Client Service Agreements

Things we get our clients to consider…

• Current financial position
• Goals and long term objectives
• Budgeting and cash flow needs
• Attitude to wealth
• Level of control they wish to exercise over assets
• Complexity of current position and initial advice requirements
• The level and frequency of ongoing consultation required to achieve goals
• The level of support requested by the client

Review Process

Our comprehensive review process is linked to the service package and can be quarterly, bi-annual or annual. The review process covers:

• Review of progress to achieving financial goals
• Review of objectives; strategic and tactical positioning
• Review of current personal financial position
• Provision and implementation of advice to modify or develop financial plan as required
• Financial education tailored to client’s needs
• Written summary of assets
• Provision of annual ‘Tax Pack’ to client and their Accountant
• Online access to Secure Document Vault
• Meetings and ongoing interaction with other advisers as and when required
• Economic updates with leading Economists

Our Fees

We are a fee-for-advice based practice. Our model is:

• Fees consist of a new client establishment fee, plus a flat annual fee charged on a monthly basis
• There may be one off fees charged for additional services – clients are always advised of these fees before they are incurred.
• Third party providers may also charge product and service fees. These charges are disclosed.