Business Details
48 Years
experience
Trusted Financial Advisers in Cowra NSW
Baillie Simpson Chartered Accountants has been dedicated to empowering individuals and small businesses across Cowra and surrounding regions since 1978. Our independence as a privately owned firm ensures unbiased advice, free from ties to banks or financial institutions. We specialise in financial planning, accounting, investment management, and insurance solutions, prioritising evidence-based strategies to maximise client wealth. With over 30 years of experience, we combine academic research with practical expertise to deliver tailored financial strategies. Our commitment to transparency, diversification, and low fees underpins every client relationship.We focus on rural businesses and retirement planning, leveraging our affiliation with FYG Planners to enhance service quality. Our teams deep local knowledge ensures strategies align with regional economic dynamics. Client trust is built through ethical standards, continuous education, and a focus on long-term financial security. We offer obligation-free second opinions to validate financial plans, investments, or insurance coverage. Our mission remains to simplify complex financial landscapes while safeguarding client interests.
Services
Financial Planning
Accounting Services
Investment Management
Superannuation Advice
Insurance Solutions
Details
- Year established: 1978
Highlights and features
- 30+ years of local financial expertise
- Independently owned with no institutional ties
- Evidence-based investment strategies proven by research
- Comprehensive services under one roof
- Ethical focus on client-first outcomes
Associations and certifications
- Australian Financial Services License (AFSL) No. 224543
- Authorised Representative No. 231637
- Credit Representative No. 424698
What people say
Expert guidance
Long-term trust
Tailored strategies
Ethical approach
Services
Financial Planning
Tailored financial planning services to help individuals and businesses achieve long-term goals. Our approach focuses on asset allocation, risk management, and tax-efficient strategies. We prioritise client education to ensure informed decision-making aligned with personal or business objectives.
Investment Management
Evidence-based investment management leveraging diversification and low-cost strategies. We design portfolios aligned with client risk profiles and financial goals, using academically proven methods to optimise returns while minimising unnecessary risks.
Superannuation Advice
Specialised superannuation guidance to maximise retirement savings. Services include fund selection, contribution strategies, and pension structuring. We ensure compliance with regulatory requirements while enhancing wealth preservation for post-retirement financial security.
Insurance Solutions
Comprehensive insurance planning to safeguard against life, disability, and critical illness risks. We assess individual and business needs to recommend coverage that protects income, assets, and family financial stability during unforeseen circumstances.
Accounting Services
Integrated accounting services including tax preparation, business advisory, and cashflow management. Our expertise supports rural businesses and individuals with accurate reporting, compliance, and strategic financial management to enhance profitability.
People
David Simpson
Founder & Principal Adviser
David Simpson established Baillie Simpson in 1978, bringing over 40 years of accounting and financial planning expertise. His client-centric approach focuses on ethical advice, evidence-based investing, and empowering regional communities through financial literacy and tailored strategies.
Questions
What areas do you service?
We primarily serve Cowra and surrounding regions in New South Wales, with a focus on rural communities.
Are you independent financial advisers?
Yes, we are privately owned with no ties to banks or financial institutions, ensuring unbiased advice.
What investment approach do you use?
We employ an evidence-based strategy focusing on diversification, asset allocation, and minimising fees for long-term growth.
Do you offer second opinions on financial plans?
Yes, we provide obligation-free second opinions to review and validate existing financial strategies or investments.
How do you handle insurance needs?
We assess individual risks to recommend life, disability, and critical illness coverage that protects financial stability.
What qualifications do your advisers hold?
Our team holds relevant certifications including AFSL authorisation and ongoing professional development in financial planning.
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