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About us

baldwinwicks is a specialist boutique financial services group. For over a decade we have worked with aspirational Australians who want an expert partner to deliver integrated and transparent lending advice and wealth management services for their families. We are a high-touch firm and delivering outstanding service is paramount ... Read more


  • Ben & Liz
    Ben and Liz weren’t getting ahead

    Ben & Liz are a married couple in their mid-30s and have twins at an early school age. Both business executives, their combined annual salary is around $400,000.

    Ben & Liz
  • Robert
    Robert needs hands-on advice

    Robert is 37 years old and is a Senior Financial Controller at an ASX-listed infrastructure and engineering group. He is married with two children and has an annual salary of $280,000 (excl. bonus payments, share options etc.).


baldwinwicks is an independent Australian Credit License holder License Number 413388. baldwinwicks Financial Advisers Pty Ltd is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd, Australian Financial Services Licence No. 244252.