Baumann Group

Our Process

Financial Review

First we will conduct a full and thorough financial analysis of your current circumstances with you to better understand your current and future goals. We will have a detailed look at your mortgages, bank accounts, insurance plans, currency transfers, wills, trusts and tax liabilities.

Goals, aspirations and desires

We will discuss and help you outline what your personal financial goals are, what they mean to you and prioritise them. This could be retiring at a certain age, putting your children through university, achieving a certain level of growth or income, saving money on tax for you or your family in the future.

Detailed recommendation and report

Once we have completed the first two stages then we will go away and research the market on your behalf and come back with a detailed report and tailored plan to meet all your needs. We will complete all the paperwork with you which can often be time consuming, laborious and confusing.

Once you become a client

We are proud of our customer service and we will provide you with a monthly newsletter and a quarterly update on all of your plans. You will be provided with a dedicated administrator to deal with all your day to day needs and at least twice a year your advisor will work with you to review your investments. On an annual basis we will review stage one and two to see if your circumstances or your goals have changed.