In a world of change and disruption, the experience gained over the last 130 years puts Baillieu in a unique position. Drawing from all that we’ve learnt, we are able to provide the appropriate perspective on current events and guidance on future prospects.
Here at Baillieu, we have remained true to our core approach of putting client interests first. We continue to live this philosophy through long-term relationships and providing tailored advice to help our clients achieve their investment and lifestyle goals into the future.
Reflection & Preparation
We’ve been fostering relationships that are built to last for over a century.
Our specialists will soon become a part of your own, sharing personalised insights, research and advice on topics like asset allocation, portfolio management, financial planning, superannuation and everything in between.
Here to ask the questions that count, our experts will help you identify strategic opportunities and implement the best structures to realise your goals.
We view asset allocation as the key determinant of a portfolio’s absolute return over time. Why? Because strategic, long-term asset allocation enables an investor to achieve their future goals. How? By remaining focused on the long-term outlook for the major asset classes at a targeted level of risk.
Your Baillieu adviser can provide a strategic and tactical asset allocation strategy that is expertly tailored to your risk profile. In addition, security selection and diversification will also assist in creating the appropriate asset allocation for your needs.
The key to achieving your financial goals lies in structure and planning. Whether you need to pay school fees, prepare for retirement or plan for the transfer of wealth to future generations – our expert financial planning team can help you identify strategic opportunities and implement the best structures to realise your goals with an agreed risk profile.
Our SMSF Solution provides you with end-to-end management of your new or previously established SMSF. The SMSF Solution takes care of the setup, ongoing administration and tax reporting responsibilities, while your adviser will look after your tailored investment strategy and provide ongoing investment advice.
Take the hassle out of managing your investment portfolio. LOGIC, our portfolio administration service, is a professional solution that comprehensively manages your investment portfolio. Not only does it record your transactions, investment-related income and expenditure; but it also deals with the day-to-day accounting of your portfolio and management of your investment-related mail.
We have been helping clients navigate investment markets for over a century. Our service and advice is delivered by over 100 advisers and assistants in eight locations throughout Australia, all of which is backed by the extensive capabilities of our in-house team of strategists and analysts together with the global support of our partner Credit Suisse.
We have been helping Australian investors with stockbroking services for over 100 years. Our advisers have the experience and expertise to assist with guidance, trading and settlement in ASX listed securities. We offer comprehensive research on ASX 200 and high quality small to mid-cap companies to help identify unique opportunities for our clients.
Australia accounts for around 2% of world equity markets, with much of it concentrated within financials, resources and telecommunications. By investing in international markets, we can further diversify your portfolio with a broader range of sectors and some of the world’s largest listed companies. So, what are you waiting for?
A foundation member of the mFund Settlement Service, we offer managed fund solutions across different asset classes. These include: domestic and international equities and bonds, fixed income, property and unlisted investments.
Where appropriate, our advisers can help you in the use of warrants and options trading strategies to help generate income and manage portfolio or stock specific risk.
Our Money Market Department manages funds in cash management accounts (CMA), fixed interest products and government listed corporate bonds – providing you with low-risk and convenient ways to manage cash, while earning competitive returns.
The loss of a loved one is a very difficult time. We are here to reduce the burden of dealing with estate administration issues, with a dedicated team of specialists on hand to help with arranging share distributions to beneficiaries, the sale of securities and administration support to help finalise the estate.
We provide comprehensive research and analysis on all aspects of financial markets. We also believe it is important to assist clients and potential clients in their own pursuit of financial knowledge. As such we have established Baillieu Engage, our Investor Education Hub. Here we provide a library of articles, podcasts and videos to educate, challenge and inspire.
We offer investors access to Model Portfolios. They offer exposure to a diversified portfolio of investments managed by an experienced investment committee. Whether you invest directly or simply follow the ideas presented, they provide an efficient way to manage your portfolio.
The first step to financial independence is financial understanding. We strive to guide our clients on this journey through long-term relationships and tailored advice.
Equally we believe it is important to assist clients and potential clients in their own pursuit of financial knowledge. As such we have established an Investor Education hub ‘Baillieu Engage’. Here we provide a library of articles, podcasts and videos to educate, challenge and inspire. Enjoy!
We provide high quality research generated by our in- house research team, as well as comprehensive global and domestic research provided through our association with our partner Credit Suisse.
Our research analysts and investment strategist specialise in covering small to mid-cap domestic stocks, identifying unique opportunities in quality companies before they are priced in the market. This research capability, together with the experience and expertise of our advisers, enables us to carefully monitor and manage our clients’ investment portfolios.
Please find our Continuing Professional Development (CPD) Policy here: Baillieu CPD Policy