Financial Advisory
Advice that makes a difference
We know you have worked hard to build what you have, and we know with the right team around you, at Baker Advice Group, we understand that financial planning isn’t just about numbers—it’s about creating opportunities that help you achieve your goals, whether they’re personal or tied to the business you’ve worked so hard to build. From growing your wealth to securing your family’s and your business’s future, we’re here to help you succeed.
Our financial advisors are committed to putting you first. We provide tailored strategies that align with your unique circumstances and ambitions—whether they’re for your life, your business, or both. With a focus on your current needs and long-term aspirations, our advice is designed to make a real impact where it matters most.
We’re here to help you build, manage, and protect your wealth—not just for today, but for generations to come. For business owners, that means strategies that consider not only your personal financial health but the legacy and success of your enterprise. You can count on us to deliver advice that is ethical, effective, and accountable, ensuring your financial success is always our top priority.
While we’re proudly based on the Sunshine Coast, our reach extends nationwide. No matter where you are, we’re ready to help you navigate the complexities of wealth management and business planning with confidence.
Let’s build your brighter financial future—together.
Areas of advice
- Superannuation
- Insurance – Life, TPD, Trauma and Income Protection
- Investment
- Centrelink and Social Security
- Estate Planning
- Retirement Planning
- Regular Investment Plans
Initial Discovery meeting
We meet you to understand your goals and objectives, and learn about your current financial circumtances
Initial Strategy Research
After our first meeting, we prepare some initial notes, conduct research and prepare a scope of advice proposal that we feel could be benefical to you and your family
Terms of engagement meeting
In our 2nd meeting we set out our research, and our proposed engagement so you understand everything up front, and are prepared to make and informed decsion.
Advice creation and presentation
This is where we build the advice, create the financial modelling and present you with the strateegy that is tailored to your families goals and objectives. We will do this in a presentation meeting, where we go through the straetgy and answer any questions.
Implementation of advice
To make things as easy as possible. Whatever we can implment for you, we will.
Progress
We know that things change and a plan is only as good as keeping it on track, so we make sure we work together to hit those goals!
