Kimberley Bailey CFP®
About Me
With decades of experience since starting as a planner in 1984, I help clients simplify complex financial strategies and make confident decisions about their future. My focus is on delivering advice that not only manages wealth but aligns with each client’s lifestyle and personal goals.
I bring extensive technical expertise across SMSF, retirement planning, strategic advice, taxation, Centrelink, investment structures, and portfolio construction. My strength lies in translating jargon into clear, practical strategies for clients at every stage of life.
Boutique Advisers Private Wealth are a leading independent wealth advisory firm dedicated to elevating and protecting the valued wealth of individuals, families, and businesses through delivering clarity in complexities of wealth management, intergenerational wealth, succession, legacy, family office and retirement planning.
Our reputation for excellence is backed by national recognition as the 2025 FAAA Professional Practice of the Year, reflecting our commitment to the highest standards of professionalism, ethical integrity, and outstanding client outcomes.
https://moneysmart.gov.au/financial-advice/financial-advisers-register#!id=000241867
https://www.adviserratings.com.au/adviser/241867/Kim-Bailey
https://www.linkedin.com/in/kim-bailey-4045b114/
https://boutiqueadvisers.com.au/
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Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 42 Years