Empowering Your Financial Future, One Step at a Time
Who we are
The Bailiwick Group is a family-run firm comprised of experienced accountants and financial planners. We take a holistic approach to financial management, focusing on "lifestyle planning" to help individuals and businesses achieve their unique financial goals.
Our Mission
We empower our clients to achieve peace of mind and financial success by:
- Optimizing your finances: We handle the day-to-day accounting needs of your business, allowing you to focus on your core competencies.
- Planning for your future: We create tailored retirement plans and investment strategies that align with your aspirations.
- Living life by design: We guide you in setting financial goals and making smart decisions to achieve the lifestyle you desire.
Accounting
- Comprehensive accounting services for businesses of all sizes.
- Tax planning and compliance assistance.
- Business advisory services to streamline your financial operations.
Financial Planning
- Goal-based financial planning that considers your individual needs and aspirations.
- Investment planning and portfolio management.
- Retirement planning and superannuation strategies.
- Insurance planning to mitigate financial risks.
Xero Expertise
- Cloud-based accounting solutions optimized for efficiency and collaboration.
- Xero training and support to maximize the potential of this powerful platform.
What sets us apart
- Personalized service: We take the time to understand your unique financial situation and goals.
- Family-focused approach: We treat our clients like family, offering a supportive and collaborative environment.
- Long-term focus: We believe in building sustainable relationships that extend beyond simply managing your finances.
Meet our team
Learn about our experienced and passionate team of accountants and financial planners who are dedicated to helping you achieve your financial goals.
Get in touch
We would love to discuss your individual needs and explore how we can help you achieve financial success.
OVERALL SATISFACTION
The reviews for Bailiwick are overwhelmingly positive, with two reviewers giving the company 5-star ratings. Both reviewers have been impressed with the company's professionalism, kindness, and patience.
EXCELLENT SERVICE
Both Claire and Louisa have praised Bailiwick for their exceptional accountancy services. Claire has been with the company for 20 years and has experienced only positive interactions. She credits the team with being kind, patient, and excellent accountants. Louisa has also had a fantastic experience with her accountant, describing them as super helpful, understanding, and responsive.
CONFIDENCE AND SECURITY
Both reviewers have felt confident and secure with their business and personal finances since switching to Bailiwick. Claire can't imagine what she would do without her accountants, while Louisa feels secure with her business and personal finances thanks to Bailiwick.
