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.
Here is an interesting article by the Mancell Financial Group on ‘Lightening The Mental Load’. It says how life can be uncertain and shows the value of good financial planning advice Highlights of the article: There is no secret that our bodies begin to decline as we age. There may be potential for cognitive decline […]
Hello everyone! Hope you are having a lovely week. The government’s ‘Protecting Your Super Package’ has come into effect from July 1, 2019. This article by Choice (Australia’s leading consumer advocacy group) explains what this package entails and helps you understand the key changes from July 1 to your Superfund. Here are the key points […]
Click on this Link for the article to find out if lowering interest rates is doing good or bad for the Australian economy.
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. […]
What our clients say
Prospect Financial Advisors
Your local Prospect financial advisers, providing quality financial planning advice focused on our clients’ best interests.