The Bailey Capital Management Difference
An ongoing relationship with Bailey Capital Management helps you
to establish, understand and define your goals in life. With this
sharpened focus you have a clear, long term ‘reference point’ with
which to align your future decisions. You will not only improve
your long term financial outcomes, but more importantly understand
those outcomes in the context of your goals and actual progress
towards achieving them.
Our unique ‘Project Based’ advice model gives you peace of mind
that you and the people important to you will enjoy the benefits of
your efforts and the decisions you have made in the past and those
you will make in the future. Importantly, the integrity of our
unbiased, fee for service, zero commission remuneration model
provides you with the confidence to trust that our advice is always
given with your best interests in
mind.
Where required we coordinate the expertise of other hand picked
professional specialists and work as a team with your existing
advisers to ensure your wider financial position and the advice you
receive is in balance and tailored to your individual financial
needs and evolving objectives.
Our Clients
Bailey Capital Management advises a diverse range of clients
with different backgrounds and financial planning needs. Typically
our clients have backgrounds working in the professions, as
executives, or running their own businesses.
Our clients are also at various stages in their lives, for
example:
- Wealth management – establishing and growing their financial
assets. This includes assets inside and outside of the
superannuation system.
- Self managed superannuation fund users – clients seeking to
have greater control over their retirement assets.
- Pre-retirees – clients optimising their financial position
prior to retirement.
- Retirees – advising clients in retirement.
- Protecting lifestyle and assets – estate planning and ensuring
clients have insurance in place to protect their personal assets,
business equity and income.
Mission Statement
At Bailey Capital Management we understand the
importance of our responsibility when you entrust
us to manage your life-long financial affairs. Put simply,
our goal is your financial success.
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