DEVELOP & IMPLEMENT STRATEGIES
TO ACHIEVE FINANCIAL GOALS
& Enjoy a Comfortable Lifestyle
"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
FINANCIAL PLANNING
Our primary aim is to help you attain your financial objectives.
RETIREMENT
The earlier you start planning the better the outcomes.
SUPERANNUATION
Start saving & planning for your retirement as early as you can.
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.
Financial Services | Over 30 Years Local Experience | (08) 6397 0535
Testimonials
45 Minute Complimentary Consultation
Latest News
Easing into retirement
As the nation drifts back to work and study after the summer break, it’s often a time to start…
Avoid The Rush – Get ready for June 30
It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your personal finances in order? With all the uncertainty and special support measures of the past two years, it’s possible your finances have changed for better, or for worse. So it’s a good idea to ensure […]
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 […]