Baumgartner Financial Services

Welcome to Baumgartner Financial Services, located at 35 Cotham Road, Kew, Australia. As a trusted establishment in the finance industry, we are dedicated to providing you with peace of mind and helping you achieve financial success through the guidance of our experienced advisors.

At Baumgartner Financial Services, we believe in clear and efficient processes. We work closely with you to agree on clear terms and design a personalized financial strategy that is relevant to your specific needs and goals. Our team of advisors will explore various strategies and provide you with a comprehensive Statement of Advice (SOA) that documents all the strategies discussed.

We understand that implementing necessary changes can be overwhelming, which is why we offer assistance throughout the process. Our goal is to help you continue to achieve results, which is why we provide regular reviews to ensure your financial strategy remains on track.

As a relationship-driven business, our initial meeting is all about getting to know each other. We listen carefully to your aspirations, concerns, and views in order to gain a clear picture of your current financial position. This meeting is an opportunity for us to understand what is important to you and what you are looking to achieve by seeking financial advice.

After our initial meeting, we will be able to determine if there are opportunities to help you and provide you with a fee range for personalized financial advice. We propose the scope of the personal advice engagement and related fee to address your objectives and aspirations. This scope can be modified to fit your needs, and once agreed upon, we request a signed authority from you to commence work on your financial strategy.

With your best interests always in mind, we present our recommended course of action in a report called a Statement of Advice (SoA). This report serves as a forward-looking road map to achieving your goals, providing a reference point for both you and us in making future financial decisions.

Implementation is a crucial phase, and we offer support throughout this process. Whether you choose to take the lead, engage us to handle it, or seek the involvement of an external advisor, we ensure that the fees relating to the implementation of your strategy are transparent and quoted in your SoA.

Our commitment to you doesn't end once your financial strategy is implemented. We offer an ongoing review service to keep your strategy on track as your personal circumstances, legislation, and markets change over time. You will receive a documented ongoing advisory service agreement that is reviewed annually to ensure our services continue to meet your evolving needs.

Baumgartner Financial Services Pty Ltd is a Corporate Authorised Representative (No. 1249364) of Advice Assist Australia Pty Ltd AFSL 496692. With our expertise and dedication to your financial success, you can trust us to provide you with the guidance and support you need to achieve your goals.