Business Details
27 Years
experience
Your Trusted Partner for Accounting & Financial Planning Solutions
Established in 1999, Bailiwick Group is a family-owned accounting and financial planning firm dedicated to helping individuals and businesses achieve long-term financial success. Our holistic approach combines strategic accounting compliance, tax planning, and wealth management tailored to each client's unique goals. With over 30 years of combined experience across our leadership team, we leverage cutting-edge cloud accounting technology like Xero to streamline financial processes while maintaining a personal touch.Our commitment to ethical practices, client education, and proactive financial guidance has earned us enduring relationships with clients spanning decades. We specialize in retirement planning, SMSFs, business acquisitions, and asset protection, ensuring comprehensive solutions that align with both personal values and financial objectives.
Services
Accounting Compliance
Taxation Planning
Retirement Planning
Cloud Accounting
SMSFs
Business Acquisition
Funding Applications
Asset Protection
Budgeting & Cashflow
Management Accounting
Details
- Year established: 1999
Highlights and features
- We offer tailored financial strategies developed over 20+ years of industry experience.
- Our holistic approach integrates accounting, tax planning, and wealth management seamlessly.
- Family-owned firm with a proven track record of client retention spanning decades.
- Xero-certified experts implementing cutting-edge cloud accounting technology.
- Ethical, client-centric advice prioritizing long-term financial security over short-term gains.
Associations and certifications
- Xero Certified Advisor
What people say
Personal service
Family bonds
Approachable team
Financial security
Retirement confidence
Services
Accounting Compliance
Streamline business financial operations with our expert compliance services. We manage day-to-day accounting tasks using cloud technology, allowing business owners to focus on core activities. Our Xero-certified team ensures accurate record-keeping and regulatory adherence while optimizing financial processes for growth-oriented clients.
Retirement Planning
Maximize retirement opportunities through personalized financial strategies. We develop comprehensive plans considering individual circumstances, investment portfolios, and government benefits to ensure financial security during retirement years. Regular reviews maintain alignment with evolving personal goals and market conditions.
Cloud Accounting
Transform financial management with Xero-certified cloud accounting solutions. Our services enable real-time financial tracking, automated bank reconciliation, and mobile access to business data. This technology-driven approach improves decision-making and collaboration between clients and our accounting team.
SMSFs
Specialized Self-Managed Super Fund services covering setup, compliance, and ongoing management. We provide expert guidance through complex regulations while aligning fund strategies with broader financial objectives, ensuring optimal retirement outcomes for discerning clients.
Taxation Planning
Strategic tax management solutions minimizing liabilities while maximizing savings. Our holistic approach considers personal and business circumstances to implement effective strategies including salary packaging, investment structuring, and deductible debt management for long-term financial optimization.
People
Andrea Paynter
Co-Founder
Certified Financial Planner with 20+ years experience. Holds Bachelor of Business (QUT) and Diploma of Financial Planning. Specializes in holistic financial strategies and retirement planning.
Steven Larman
Financial Planner
Over 10 years' experience in investment and retirement planning. Certified Financial Planner with Advanced Diploma in Financial Planning. Focuses on personalized financial strategies for individual clients.
David Larman
Managing Partner
CPA candidate with dual expertise in accounting and financial planning. Manages accounting services division. Holds Bachelor of Business (QUT) and Diploma of Financial Planning.
Barbara Grieve
Accounting Specialist
28 years' experience in taxation and SMSF advisory. CPA qualified with Bachelor of Commerce. Specializes in complex tax legislation and business services for small to medium enterprises.
Questions
What accounting software do you use?
We primarily use Xero cloud accounting software, with which we are certified advisors, ensuring optimal implementation and support for our clients.
How do you handle SMSF compliance?
Our specialists manage SMSF setup, ongoing compliance, and regulatory reporting while integrating fund strategies with broader financial planning objectives.
What retirement planning services do you offer?
We create personalized retirement plans considering investment portfolios, government benefits, and individual circumstances to ensure financial security during retirement years.
Do you work with businesses only or individuals too?
We serve both individuals and businesses, providing tailored financial planning and accounting services to meet diverse client needs across all life stages.
How are your fees structured?
Fees are transparently structured based on service complexity. We provide detailed cost breakdowns upfront with no hidden charges for all accounting and planning services.
What makes you different from other firms?
Our family-owned business combines 30+ years' industry experience with technology-driven solutions, maintaining personalized service while delivering comprehensive financial expertise.
