Private Wealth Management

Baillieu Holst advisers assist their clients in understanding the outlook for a wide range of assets, markets, sectors and stocks, and provide guidance in building an appropriate portfolio given investment objectives, financial situation and lifestyle requirements.


Domestic Equities, International Equities, Derivatives and Managed Products. read more >>

Portfolio Services

In a constantly evolving environment, ongoing professional advice is imperative to keep abreast of economic and legislative change. Not only does the environment in which we invest change, we as individuals also change. This typically involves changes in your personal circumstances, or alternatively your attitude towards risk. read more >>

Model Portfolios

Baillieu Holst’s Strategic Planning Services (SPS) professionally manage model portfolios designed to achieve long-term capital growth and consistent income streams through the investment in a diversified range of quality stocks. read more >>

Financial Planning

At Baillieu Holst we recognise the importance of planning to achieve your financial goals. To meet this need at Baillieu Holst you have access to a wealth of experience and technical expertise through the Baillieu Holst Financial Planning Team. We can work with you to tailor strategies and solutions that can help you reach your financial goals and objectives. read more >>

Self Managed Super Funds

A SMSF puts you in control. Every day, a growing number of engaged Australian investors are making the switch, driven by a number of attractive features and benefits. read more >>

Money Market

Baillieu Holst’s Money Market department manages funds in cash management accounts (CMA), fixed interest products and government and corporate bonds, providing low-risk and convenient ways to manage cash while earning competitive returns. read more >>

Financial Services Guide

Click here to view our Financial Services Guide.

Contact us

The full suite of services available on the Baillieu Holst website is accessible only to registered clients.

If you would like to take advantage of our online wealth management tools, have access to in-depth and up-to-date company research and commentary, or use our dynamic search facility for share price quotes and other company information, then click here to send a request to our office to become a client.