Our Accounting and Financial Planning experts look at the whole and think big in their strategies to help you win financial success. Put the day-to-day financial running of your business in our safe hands so you're free to focus on what you do best. We'll help put a retirement plan in place that maximises your opportunities and gives you the lifestyle you've worked for.
A privately owned family-run firm, Bailiwick Group tailors its service to your individual and business circumstances, values and goals so you can get the best out of your future. Whether you're an individual or business owner, our goal is to help you build your wealth and protect it. We're in it for the long term.
A privately owned family-run firm, Bailiwick Group tailors its service to your individual and business circumstances, values and goals so you can get the best out of your future. Whether you're an individual or business owner, our goal is to help you build your wealth and protect it. We're in it for the long term.
Services
Having joined the industry in 1994, Andrea has more than 20 years' experience as a Financial Planner. Andrea, along with Lionel Larman, formed Bailiwick Lifestyle Financial Planners in 1999 and has been fundamental in its evolution ever since. Andrea is valued by her clients for being a clear thinker, down to earth and family focused.
We help individuals and business owners reach their specific lifestyle goals by looking at the big picture and providing smart, easy to understand financial and accounting advice that sets a clear path for wealth creation and financial success. Our Accounting and Financial Planning experts take a holistic approach with a focus on 'lifestyle' planning, looking at real-world financial solutions to meet real-life goals.
My husband and I switched to Bailiwick in 2014. During this time, Steven and the Bailiwick team have conducted themselves in a very professional manner, remaining approachable and friendly. We're now confident that we're on track and maximising the opportunities available to us and feel very relaxed about our finances moving into retirement.
By managing the amount of tax you pay, you can make the right decisions to secure your financial future. Our holistic approach takes into account your personal and business circumstances, which then allows us to structure your finances more efficiently through strategies such as salary packaging, superannuation, investments and tax deductible debt.
With a retirement plan in place, you'll have the confidence and peace of mind knowing that you've maximised your opportunities for the lifestyle you've worked hard for. Work with us to plan for retirement and you will be all set to satisfy your lifestyle and financial goals in retirement. The Government may be able to assist you with your finances in retirement.
Reviews (2)
Louisa Parkinson
Jan 12, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
Louisa Parkinson
Jan 11, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
