(08) 6397 0535

DEVELOP & IMPLEMENT STRATEGIES

TO ACHIEVE FINANCIAL GOALS

& Enjoy a Comfortable Lifestyle

45 Minute Complimentary Consultation

Complimentary 45 Minute Consultation

  • On clicking submit you will have the option to select a time that suits you or Ann will contact you to have a chat and arrange the best time.

"To teach, encourage and support my clients, family and friends to see them smile and be happy!"

- Ann Bayliss

AGED CARE

We specialise in assisting you in all matters to do with aged care

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FINANCIAL PLANNING

Our primary aim is to help you attain your financial objectives.

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RETIREMENT

The earlier you start planning the better the outcomes.

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SUPERANNUATION

Start saving & planning for your retirement as early as you can.

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about-ann

Ann Bayliss

DipFS (FP)

Ann has been working in the Financial Services industry for 33 years. She commenced her career with AMP in December 1985 and moved to AXA (formerly National Mutual) in November 1992, where she held numerous administration and adviser supporting roles.

Since 1999, Ann has been working for small financial planning practices where she has been able to personally assist clients in achieving their financial and lifestyle goals.

Ann prides herself on developing excellent working relationships with all her clients, and after working as a Paraplanner/Strategist for 7 years she is able to provide clients with comprehensive advice in all areas of Financial Planning. Ann has a very strong knowledge and experience in Superannuation and Retirement Planning, and can assist with Centrelink and Aged Care.

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Financial Services | Over 30 Years Local Experience | (08) 6397 0535

Testimonials

We had signed up with an advisor from our bank and as we were very green and new to all of this, we did not get the service we asked for and lost money in this process.  Ann then advised us that our super was in a very low return rate.  She put us on the right track to achieve a better result for our retirement and helped us get some control with our Super.  We understand it much better now and would recommend this service to everyone.

Bill & Teresa Smith

I am very, very impressed with Ann’s dedication to sorting out my finances.  Her explanations of the process has been fantastic.

Cheryl Andrews

45 Minute Complimentary Consultation

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Complimentary 45 Minute Consultation

  • On clicking submit you will have the option to select a time that suits you or Ann will contact you to have a chat and arrange the best time.

Latest News

Four tips for boosting your super balance

If you could add $61,000 to your super fund in 10 years, would you do it? Of course you would, however by choosing, or defaulting into, funds that underperform and charge high fees, you may be leaving money like that on the table. Super is the biggest investment most Australians will ever make, yet too […]

A checklist for a healthy financial year

A year may not seem like a long time, but a lot can happen in 365 days. Since last February, you may have changed jobs, received a raise, gotten married or divorced, brought home a baby or had one of your kids move out of home. A yearly financial checkup can ensure that your financial […]

When super isn’t compulsory

As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions. In reality, the position is far different. A research paper* from the Association of Superannuation Funds of Australia (ASFA) reminds us that a “substantial proportion” of […]

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