Jarrod Bailey

HFB Private Wealth

Bronze
5 Yrs Experience
Cleveland, QLD 4163

My focus & speciality is working with clients to answer and solve the problem;

“If we retire when we want to and continue living a comfortable life, travelling when we want, will we run out of money before we run out of life to live?”

To answer this, clients need to now several important pieces of information. This is what I help them with - understanding the right questions to ask in the first place and then the right way to go about answering them and solving the issues that pop up.

I offer for all new people a no-obligation initial chat. We explore if I can help you with ensuring your retirement will be one on track for comfort, dignity and enough funding to make sure you don't have cut your goals and dreams short.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2020
  • Years of experience 5
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

HFB Private Wealth

146 Bloomfield St
Cleveland, QLD 4163

Opening hours

  • 10:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Focused Financial Advice Pty Ltd

AFSL 286219

Premium Advisory Pty Ltd

AFSL 472548