At Baillie Simpson our a history in accounting dates back to 1978, while our involvement in financial planning began in 1997. In this time we have helped individual and small business clients achieve their financial goals by adopting the latest academic, market and legislative research.
Wholly owned by our founder, we have no links or ties to any financial institution. This freedom from bias provides our clients, with the greatest potential for financial success.
The main focus of Baillie Simpson has been in the area of small business, especially those involved in rural activities with emphasis on investment strategy and wealth accumulation, particularly in the areas of superannuation and retirement income.
In 2012 we moved from our previous AFSL to become licensed by the privately owned FYG Planners group. We made this choice as we sought a licensee we felt aligned with our own values, ethical and professional standards. We also wanted to be aligned with an AFSL which was not owned or controlled by any fund manager or platform provider. This would allow us to continually put our clients first. FYG Planners have over $2.5 billion in funds under management across Australia.
Whilst our core business is accounting, investment and superannuation portfolio management and financial advice, our multi disciplined firm has grown over the years to also serve our clients’ insurance needs.