Financial Advising
We extend beyond accounting and other business services and offer clients the holistic approach to their business and financial needs. By providing financial advice to their clients we are able to effectively coordinate all of their business and financial advising affairs.
Background and Experience
Rob Baker & Associates has been giving financial advice to their clients since 1983.
Client focused
We have the philosophy of firstly focusing on the client’s individual requirements. We then assess the client’s financial goals and objectives, develop the best strategy and then recommend and implement the strategy that will achieve the stated objective.
Holistic Approach
We offer the following financial services to clients:
- Wealth creation and protection
- Investment reviews
- Superannuation and retirement planning
- Tax effective investment strategies
- Home and investment loans
- Leasing and asset purchase facilities
- Personal insurance (life, disability, trauma, income protection and business overheads)
- Annuities and allocated pensions
- Estate planning
Our Services
- Wealth creation and protection
- Investment reviews
- Superannuation and retirement planning
- Tax effective investment strategies
- Home and investment loans
- Leasing and asset purchase facilities
- Personal insurance (life, disability, trauma, income protection and business overheads)
- Annuities and allocated pensions
- Estate planning
Location and
Company Info
57 Balaclava Road Eastwood NSW 2122
PO Box 3776
Marsfield NSW 2122
(02) 9858 5744
(02) 9874 5320