Financial & Wealth Planning Happiness starts with us. We all spend a lot of time in our lives at our workplace and we want to make sure that we enjoy it. We want to live and work in a culture that is truly respectful and values each member of the Team family. When you work closely with each other every day, you get to become friendly with and trust your colleagues.
Financial & Wealth Planning Happiness then extends to you and your family and friends, because we don’t make a difference in how we treat our staff and people who come to us for help. We understand that you come to see us for our expertise and to receive high quality financial planning and advisory services. At the same time we want to strive to have the people with whom we come in contact be happy with the way we deliver our services.
People do not just buy goods and services willy nilly, they buy goods and services that they believe will make them happier and more satisfied in their lives. We strive at all times to bring positive experiences to the lives of the people that we come in contact with through the services we provide to them and the manner in which we treat them.
We know from experience that not everyone wants or needs everything of what we have to offer. That’s why we are proud to say that we focus on people, not products. Our range of services will always be tailored to what your needs, wants and goals are.
We put people first! If you came to us because you are in dire financial straits, we would know how to take stock with you and show you the silver lining that’s in your cloud. We believe that no matter how much money you have in your bank account, you DO have options to improve your situation, and we are not afraid to tell you what they are, even if they might be a bitter pill to swallow.
We are grateful that we are in a position to help business owners, employees, self-funded retirees, up-and-coming entrepreneurs and especially families of all walks of life with advice on options to grow and protect their family and assets.
Our 4 Steps To Effective Wealth Planning Program is for people who want to take their financial future into their own hands. We enjoy sharing our tools and resources to enable people to become financially literate.
Our program of estate planning and business succession planning dovetails with our financial and wealth planning program to make sure all the I’s are dotted and the T’s are crossed in mitigating the risk that an accident or injury can place on financial security.
Principal – Straight Money Talk Pty Ltd
Robert Bauman has been a Financial Planner for 12 years and an Accountant and Business Advisor for over 20 years. He holds a Bachelor in Accounting from the University of Tennessee and a Master in Finance from Georgia State University.
