We also provide...
Who we are
Prospect financial advisers Baldwin Financial Services is a boutique financial planning firm that prides itself on providing quality financial planning advice focused on our clients’ best interests.
Put simply, we love what we do.
We provide a full range of financial planning, taxation and legal services, to all of our clients. Through our network of colleagues we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and age-care planning, business advice and inter-generational financial planning.
Our team operate with the highest level of professionalism and personability, to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.
Do you want to...
Book an appointment?
Find out more?
“I am passionate in my quest to help clients achieve their financial freedom. To have choices is ultimately what drives us all and I can help clients visualize, quantify and set out on the road to achieve their personal lifestyle goals.
Originally qualified and experienced in corporate finance, I migrated as part of a US scientific multinational to Australia in 2003 where I led manufacturing operations and latterly assumed divisional site and regional leadership roles throughout the Asia Pacific region.
My own journey to financial freedom started in 2011 when my wife and I visited a planner for the first time and were surprised to understand the power of financial choices. I then spent a number of years studying, culminating in a Masters Financial Planning qualification in 2015.
I joined the profession early in 2016 and love the feeling of making a positive impact to the lives of the people I meet on a daily basis.”
"FAILING TO PLAN IS PLANNING TO FAIL"
~ BENJAMIN FRANKLIN
ASX All Ords Index Movements
As of 29 June 2018. All figures are an approximate guide only.
Hello Everyone I am pleased to say that I am now very happy to be part of a new licensee, FYG Planners Pty Ltd, who are based in Burnie, Tasmania. In terms of the markets, the June quarter was generally less volatile than the March quarter and most sectors were positive above their long-term average. […]
The first home super saver scheme lets people who have yet to buy their first home save extra money through super. How the Scheme Works When a prospective first home buyer makes concessional contributions above the compulsory 9.5% that their employer must make for them, this amount can later be withdrawn from super and used […]
What Is Gearing? Gearing is the term used to describe borrowing money to buy an investment asset. The term is used because borrowing increases the return of the investment for a given amount of an investor’s money – much like the gears in a car generate more output for a given number of revs. Always […]
Waiting Period The waiting period is the period of time that you need to be unable to work before the insurer will start making payments. You can often choose your preferred waiting period. Some people choose a very short waiting period of as little as 14 days. Others are confident that they could cope with […]
What our clients say
Prospect Financial Advisors
Your local Prospect financial advisers, providing quality financial planning advice focused on our clients’ best interests.