Investment Advisors in Tamworth, NSW with website
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Level 1, 462-464 Peel Street, Tamworth, 2340
(02) 6766 9000
With a history dating back to its establishment in 1989 by Ray Griffin, Baiocchi Griffin Private Wealth offers professional advice and personalised investment management services. We seek to establish ongoing professional relationships with our clients underpinned by a range of personal services centred on managing their investment portfolios. Many of our clients have been with us from the very early years; professional relationships which have endured through many years of economic and investment cycles. Baiocchi Griffin Private Wealth is privately owned by Justin Baiocchi and Raymond Griffin. The company has no investment products of its own and operates solely on a fee for service basis. We do not receive, nor would we accept, investment commissions or other such incentives from financial institutions to recommend their investments. Our investment recommendations are entirely based on their appropriateness for our clients. At Baiocchi Griffin Private Wealth we specialise in the management of direct investment portfolios. This 'direct to market' approach eliminates the several layers of fees which are embedded in managed funds, master funds and wrap accounts. This allows for very cost-effective ongoing management of your wealth. Our clients' investment portfolios are tailored to their specific individual needs and situations, taking into account investment risk comfort levels and financial objectives. As holders of our own Australian Financial Services Licence (424658), we are free of the conflicts of interest associated with third-party products and providers. We have no ‘in-house’ investments of our own and as such, when we recommend investments for our clients it is solely because we believe it is in their best interests.