Bailey Roberts Group (BRG) is an independent financial services & planning practice with offices located in both Wollongong & Sydney. BRG’s charter is to provide cost effective solutions that enable investors to take control of their investments in a transparent manner. BRG has been instrumental in building technologies that allow investors to invest directly into markets to achieve personalised portfolios that meet their particular requirements.
OUR KEY SPECIALITIES INCLUDE:
Individually Managed Portfolios
Having control allows investors to effectively maximise and maintain wealth, a function that can only truly be achieved by investing directly.
Investment Selection
We have developed our own investment philosophy that has been derived from what is widely known as value investing.
Self – Managed Superannuation Fund
Our technical expertise is backed by over 60 years of combined experience in superannuation and more specifically SMSFs.
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