• Financial Planning, Accounting & Investment Solutions
    Over 30 years dedicated to helping people across Cowra & surrounds with their financial needs.
  • Maximise your financial opportunities
    Planning today for your ideal tomorrow - strategies to accumulate, grow & protect wealth.
  • Access Leading Edge Investment Opportunities
    Invest with the benefit of academically proven methods backed by decades of research.
  • Protect Yourself & Your Loved Ones
    Insurance Solutions For Life, Income, Disability & Illness.

Plan

Are you making the most of what you have?

Invest

Are you speculating or actually investing?

Protect

Have you protected yourself and your family?

Learn about the power of markets

Watch our Six Steps To Successful Investing Series

The Baillie Simpson Difference

Ballie Simpson Financial Services are very different to the great majority of the financial industry.  Here are the key differences that set us apart from the pack.

  1. Privately Owned & Licensed

    Baillie Simpson have no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.

  2. Evidence Based Investment Process

    Baillie Simpson use an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.

  3. Complete Financial Service

    From financial planning through to accounting, we can provide you with all your financial service needs under one roof.

  4. Backed By Experience

    Baillie Simpson have 30 years of  accounting & financial planning experience, while our dealer group FYG Planners have a massive financial knowledge base to drawn upon.

LATEST NEWS

June 15, 2018
The Property Obsession It would seem never has so much been lost by so many in times of headline prosperity. What does that mean? We’re continually surprised about the inbuilt marketing characteristics o ..
June 10, 2018
We’re Interested in Superannuation Again, Are We? Last week the Productivity Commission released a report into superannuation. No surprise, it didn’t paint the best picture. Suggesting the super industry was lacking competition an ..
June 9, 2018
The ASX Sharemarket Game For many years the ASX has been running a sharemarket game through schools which has encouraged high school students to get experience investing in the sharemarket. More recently, ..
May 18, 2018
Ignoring Advice Has Consequences Read a survey on financial advice and it’s estimated anywhere from 70% to 85% of people will never seek it. Yet from the small pool of people who have sought financial advice, 80-9 ..