Over 30 years dedicated to helping people across Cowra & surrounds with their financial needs. How is your financial plan progressing? Are you looking for a second opinion on the direction of your financial plan? Contact us for an obligation free second opinion on your current financial strategy, investments or insurance.
Ballie Simpson Financial Services are very different to the great majority of the financial industry. Here are the key differences that set us apart from the pack. Baillie Simpson have no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company's shareholders.
Ballie Simpson Financial Services are very different to the great majority of the financial industry. Here are the key differences that set us apart from the pack. Baillie Simpson have no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company's shareholders.
Services
At Baillie Simpson our a history in accounting dates back to 1978, while our involvement in financial planning began in 1997. In this time we have helped individual and small business clients achieve their financial goals by adopting the latest academic, market and legislative research. Wholly owned by our founder, we have no links or ties to any financial institution.
There's often confusion about what a financial planner does. Usually because it's not just one thing, it's an amalgam of several steps and comprises various areas like insurance or investing. Some areas are larger and better known than others, but every step and every area holds importance. At Baillie Simpson we want you to understand those steps and why they happen.
As many investors have found out in recent years, biggest isn't always best. A large financial institution with a high profile may signify safety and security, but in reality there's only one connection between your financial position and the financial security of that institution - their large profits are underpinned by the fees you pay.
Our clients are often busy people. Some are employees, some are employers and some are retired. While they're all complex individuals with different goals, incomes and lifestyles, they all share one thing in common - they delegate to us so they can focus on what is really important to them. And as the investment landscape evolves and legislation changes, we aim to be dynamic.
Baillie Simpson Accounting are well equipped to assist with all of your accounting needs. Our extensive experience and full suite of services means we can offer you a complete financial service under the one roof. Baillie Simpson Accounting have been helping individuals and businesses with their accounting needs for over 20 years.
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