Private Clients

Bailey Capital Management Private Client Service

Our Private Client Service is our premium offering for those clients seeking to achieve the following:

• Looking to exercise control over their assets
• Don’t want to invest through a managed fund
• Want regular meetings with a financial adviser
• Want to have access to an adviser when required
• Want the adviser to be paid for advice not on commissions i.e. no potential conflicts of interest
• Want to preserve and manage their wealth

This service is provided with an initial service fee and an ongoing monthly fee that is not linked to the value of your investments. With the service Bailey Capital Management does not receive any commissions for investments, superannuation, insurance or finance.

The key features of this service are:

• Quarterly Comprehensive Reviews
• Weekly Portfolio Management and Quarterly summary of transactions
• Full SMSF administration
• Ongoing advice (except where substantial advice is required which is priced accordingly)
• Priority appointment scheduling
• Access to priority service Private Client 1300 phone line
• Same day communication with adviser
• Immediate communication with administration team
• Provision of annual Tax Pack to client and their accountant
• Half yearly summary of assets
• Access to on-line secure Document Vault
• Meetings and ongoing interaction with your other advisers as and when required

Private Investment Management Service

Bailey Capital Management offers a comprehensive investment management solution through the Private Investment Management Service (PIMS). This service aims to maximise returns while minimising risk associated with investment markets.

This service uses the following:

• Economic data to outline the recommended asset allocation mix
• A detailed database containing more than 2,000 investment products
• Capabilities to allow the use of detailed technical analysis of direct investments (e.g. shares) and managed funds
• Ongoing notifications to re-weight investments as economic fundamentals change, thus indicating when to adjust a portfolio for a tactical tilt.