One-size doesn’t fit all and therefore Courtney takes the time to get to know her clients, their needs, goals and what is of most importance to them before developing a financial plan. Understanding, and sometimes helping you establish, your financial goals (i.e. saving for retirement, extinguishing debt, managing cash flow, etc.) is the first and most important part of the process to ensure a long-term strategy is tailored to your specific needs.
The ongoing management of your investment portfolio is determined based on what risk means to you and how comfortable you are with capital volatility. Our investment philosophy is centred around a long-term strategic asset allocation approach, whilst taking tactical positions in the short-medium term based on prevailing macroeconomic conditions.
The highest-priority for Courtney is establishing trust and developing long-term relationships with her clients.
Courtney holds a Bachelor of Applied Finance from the University of South Australia and an Advanced Diploma of Financial Services (Financial Planning); Courtney also holds a CPA designation.
Phone 0439 473 176 
cbiggs@baillieu.com.au 
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