At The Baumann Group we strive to provide the best unbiased advice to our clients, we are completely independent meaning that we are not tied to any 3rd party and work on a whole of market basis. This provides our clients with piece of mind that we are working for them and not in the interests of any insurance, fund house or bank that we have terms of business with.
Holistic Financial Planning
We build long term relationships with our clients and provide a full holistic financial planning approach. If we can't provide the service required by our clients then through our array of professional business partners we often can, whether you are looking at mortgages, currency exchange, wills or any other legal or taxation matters, we can help.
Trust is the key to success
Trust is the key to success when working with a financial partner and we offer full transparency in terms of the fee's with any financial arrangements you may make. The Baumann Group do not charge a direct fee for our service, we will firstly sit down with you and conduct a full and thorough financial review. After we understand your financial needs, goals and aspirations, we will prepare a professional financial report and roadmap to achieving your desired goals.
Cost effective financial planning
There is no direct cost for our service and furthermore there is no obligation to take our advice. Once you become a client you will be provided with a dedicated qualified adviser, as well as an administrator and account manager to cater for all your needs. We provide you with a quarterly review on your plans and all of your investments are constantly monitored.We will make changes to cater for market conditions and your own personal circumstances as we understand things in life often change.