We are excited to announce the merge of our business with Swinbourne Wealth and Protection www.swinbournewp.com.au that occurred in November 2021. There is a 2nd advisor in the business, Justin Ayres, who brings with him almost 20 years of experience. This will ensure our clients needs continue to be met and they receive the ongoing service they are accustomed to.
At Baron Financial Planning we are guided by the financial planning process to create a financial plan which is a detailed strategy that is tailored to our client's specific situation, for meeting our client's specific goals. The key defining aspect of this process is that we consider all questions, information and advice as it impacts and is impacted by the entire financial and life situation of our clients.
Because of the complexities involved, we assist our clients in:
Baron Financial Group (ABN 16 148 090 528 / ACN 148 090 528) is trading as Baron Financial Planning licensed under Australian Financial Services Licence Number 514585.
"This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information".