Business Details
11 Years
experience
Trusted Accounting & Financial Planning Services in Brisbane
Established in 2015, Bailiwick Group is a family-owned firm specialising in integrated accounting and financial planning solutions. Our team combines over 30 years of collective experience in accounting, taxation, and strategic financial advisory services. We prioritise long-term client relationships, offering tailored advice that aligns with individual and business objectives. Our expertise extends to cloud accounting systems, self-managed superannuation funds, and business acquisition strategies. We maintain professional certifications including Xero Advisor status and Certified Financial Planner designations.Our approach focuses on simplifying complex financial matters while maintaining transparency and ethical standards. We serve clients across Brisbane and regional Queensland, supporting both personal wealth creation and business growth objectives. Our commitment to continuous professional development ensures clients receive up-to-date, technically rigorous advice. We measure success through client financial security and sustained business prosperity.
Services
Accounting Services
Financial Planning
Cloud Accounting
SMSF Management
Taxation Planning
Business Advisory
Wealth Creation
Retirement Planning
Asset Protection
Funding Applications
Details
- Year established: 2015
Highlights and features
- We combine accounting and financial planning expertise under one roof
- Our team holds Certified Financial Planner and CPA qualifications
- We utilise Xero cloud accounting software for real-time financial management
- Family-owned business with 20+ years of local market knowledge
- We focus on long-term wealth creation and business sustainability strategies
Associations and certifications
- Xero Certified Advisor
What people say
Professional manner
Approachable and friendly
Huge sense of relief
Personal service
On track and maximising opportunities
Services
Accounting Services
Our accounting services streamline business financial operations through compliance management, tax planning, and cloud accounting systems. We specialise in management accounting, budgeting, and cashflow analysis to support business growth. Our team ensures accurate financial reporting while identifying opportunities to improve business performance and profitability.
Financial Planning
We develop comprehensive financial plans covering retirement strategies, investment management, and personal insurance solutions. Our Certified Financial Planners create tailored roadmaps for wealth creation while considering taxation implications and superannuation requirements to achieve long-term financial security.
Cloud Accounting
Our Xero-certified advisors implement cloud accounting solutions that improve financial visibility and business efficiency. This service includes system setup, bank reconciliation, and real-time reporting to enable data-driven business decisions and seamless accountant collaboration.
SMSF Management
We provide end-to-end SMSF services from establishment to ongoing compliance management. Our specialists help clients navigate complex superannuation regulations while optimising retirement savings strategies through tailored fund management and investment structuring.
Taxation Planning
Our strategic tax planning identifies legitimate opportunities to minimise tax liabilities through salary packaging, investment structuring, and business tax strategies. We ensure compliance with ATO requirements while maximising after-tax returns for individuals and businesses.
People
Andrea Paynter
Director
Certified Financial Planner with 25+ years experience in wealth management. Co-founder of Bailiwick Group Lifestyle Financial Planners, specialising in retirement planning and family financial strategies.
Steven Larman
Financial Planner
Investment specialist with decade-long expertise in retirement planning. Focuses on creating tailored strategies that balance risk management with wealth growth for individual clients.
David Larman
Managing Partner
Qualified accountant transitioning to CPA with technical expertise in business advisory. Oversees accounting services operations and maintains focus on business growth strategies.
Barbara Grieve
Senior Accountant
28-year veteran in taxation and accounting services. Specialises in complex SMSF compliance, GST/FBT regulations, and business advisory for small to medium enterprises.
Questions
What accounting services do you offer?
We provide full-cycle accounting services including bookkeeping, tax compliance, business advisory, cloud accounting implementation, and SMSF management for businesses and individuals.
How do you approach financial planning?
Our Certified Financial Planners take a holistic approach, considering your complete financial picture to create tailored strategies for retirement, investment, and wealth protection.
What makes you different from other accountants?
We combine accounting and financial planning expertise under one roof, offering integrated solutions that address both business operations and personal wealth creation goals.
Do you specialise in any particular industries?
While serving diverse clients, we have particular expertise in professional services, family-owned businesses, and retirement planning for pre-retirees across Queensland.
How can cloud accounting benefit my business?
Cloud accounting improves financial visibility, enables real-time decision-making, and streamlines collaboration. Our Xero-certified team helps businesses implement systems that save time and improve cashflow management.
Reviews (2)
Louisa Parkinson
Jan 12, 2022
Report
Positive:Professionalism,Quality,Responsiveness,Value
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
Louisa Parkinson
Jan 11, 2022
Report
Positive:Professionalism,Quality,Responsiveness,Value
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
I have a really fantastic accountant from Bailiwick. Super helpful, understanding and responsive when things come up or if I have questions. I feel confident and secure with my business and personal finances since switching to Bailiwick! Highly recommend!
