In order to ensure the financial success of an individual, the approach should be from a ‘big picture’ perspective and not by addressing the symptoms of the current situation. The services which are being offered, are:

Estate Planning: Provide for the protection of assets, reduction of risk and reduction of tax in the long term.

Life, Disability & Trauma Cover: If you can’t work for a while because you’re sick or injured, you’re still going to need money to pay the bills. An income protector ensures that those pay cheques keep coming.

Retirement Planning: Independant research shows that about 70% of potential retiress are wondering if they are saving enough to meet their retirement needs and about 57% of retired people experience a drop in their standard of living when they retired. It is important not to become part of the statistic.

Business Insurance: Proving a very affordable way for a business to ensure the continuance of a business should an owner die or become disabled. It also provides for the owner’s dependants.

Investments: Formulating the best investment plan for a client by keeping in mind the client’s objectives, his / her risk profile, tax, and returns gained to name but a few.

Insurance: Short term insurance offered for both business and personal requirements.

Consultation: Financial and tax advice offered to both businesses and individuals.

Personal Insurance:

The Cover You Deserve
As an individual, having access to cover that provides financial security to you and your family for events such as loss of personal property, serious illness or injury, loss of ability to earn, permanent disability or death, has become a necessity. At Baird Financial Services we understand the importance of this, and therefore assist our clients with access to a comprehensive selection of tailor-made personal financial services.

Short Term Insurance
Life Insurance
Investments
Retirement

Personal Insurance Solutions:

We understand that every client’s financial needs are different. We therefore personalise our financial offering to every client by understanding what is truly required and then providing a tailor-made financial solution.

We would love the opportunity to meet with you over a coffee to evaluate your current financial position and provide you with a full financial analysis and recommendation.

Business Insurance:

The Sustainability Of Your Business:

In today’s fragile economic climate, it is important to take the necessary precautions to ensure that your business remains stable and protected. We can assist businesses with not only access to financial cover and protection, but also to value-added business solutions for your employees.

• Short Term Insurance
• Business Insurance
• Investments

Business Insurance Solutions:

Whether you are in charge of a small business, or a large corporation, we can provide you with access to a large selections of financial solutions, carefully selected and crafted to your business’s needs.

We would love the opportunity to meet with you over a coffee to evaluate your business’s current financial risk, and to provide you with a full financial analysis and recommendation of the best possible solution for the business.

Specialist Insurance:

When Comprehensive Is Not Enough:

There are times when the standard comprehensive financial solutions will not provide you with adequate cover for your business. We can assist business owners with access to specialised financial solutions which may be unique to your industry.

Specialist Insurance Solutions:
From mining to marine & cargo to jewellery block. We can provide you with access to specialist solutions specific to your industry.

We would love the opportunity to meet with you over a coffee to evaluate your business’s current financial risk, and to provide you with a full financial analysis and recommendation of the best possible solution for the business .