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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.
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“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.
Here is some information from ASIC on an investment type commonly used. It is a type of managed investment that is low-cost. Exchange Traded Products (ETPs) are investments that can be bought and sold just like shares on an open market like ASX and AQUA. Here are the types of ETPs: Exchange Traded Funds (ETFs)- […]
Here is ASIC’s advice on ways to save money. They are easy and simple to implement in our daily lives. Especially, on the steps we can take to save on our utilities. It not only reduces our bills, but also helps the planet. Happy reading! For full article, click here
Here is a snapshot of how you can choose the right Superfund. If you would like to learn more abut it, please visit ASIC’s MoneySmart!
Hello Everyone and Happy Tuesday! The article for the week is about asking, ‘Is paying for financial advice is actually worth it?’ Here is an interesting take on the value of financial advice by the Business Insider. If you pay $100 in ‘advice’ fees, it is $100 no being compounded for long-term results. But so […]
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Prospect Financial Advisors
Your local Prospect financial advisers, providing quality financial planning advice focused on our clients’ best interests.