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07 3524 8505

Financial planning tailored for you

The Bayside Investor provides trusted expertise in financial planning to young professionals, busy families, empty nesters and retirees. We're committed to delivering personalised service to help you achieve your financial goals through:
  • Accountability – we help keep you accountable to your goals and will do our best to make your finances stress free, keeping you informed as opportunities arise.
  • Progress at your pace – we take the time to explain concepts in plain English. We won’t move forward until you're confident and ready to take the next step.
  • Balanced approach – property and shares can both work under the right circumstances. It's not about choosing one or other, but rather making the right investment at the right time.
How We Help
FREE INITIAL CONSULT

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    Your privacy is important to us. You may request access to your personal information by contacting us – hello@thebaysideinvestor.com.au. Information collected will be used in accordance with Akumin’s privacy policy, available at the link in our footer. You can also contact us if you do not wish to receive information from us anymore.

    Our Clients

    Who we can help

    Young professionals

    Young professionals

    Ready to get on the front foot with your finances but not sure where to begin? We can help get you started.
    Busy families

    Busy families

    Juggling work and family leaves little time to focus on your finances. That's where we can help.
    Empty nesters

    Empty nesters

    You've worked for years to create financial stability and want to make sure your money is working for you.
    Retirees

    Retirees

    Now's the time for your money to do more so you can work less. We can help you get your finances in order.
    Home insurance

    Home insurance

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    Recent Reviews

    Our happy clients

    At The Bayside Investor, we believe nothing speaks louder than the experiences of our valued clients. Here we share honest feedback from those who trust us with their financial futures - their testimonials highlight our commitment to integrity, personalised service and successful outcomes.
    All Reviews
    Our Services

    How we help

    We help young professionals, busy families, empty nesters and retirees by educating and empowering them to be able to live for today, while investing for tomorrow – all while being prepared for the unexpected. We work with clients every day to help them achieve the flexibility they want in their lives.

    Superannuation

    An extremely tax effective investment structure that helps to save tax and build a significant amount of wealth in the future.

    Tax planning

    We assist our clients with creating a long term strategy to minimise tax and keep more money in their pockets.

    Investment advice

    Passive income, potentially from multiple income streams, may give you flexibility for early retirement.

    Personal insurance

    Insurance is critical if you're taking on debt to buy a house, or your family depends on your income.

    Retirement planning

    Thinking of retiring? We can help you with those big decisions such as which assets to keep and which assets to sell.

    Debt management

    Debt management starts with teaching our clients about the pros and cons of different types of debt.
    Our Clients

    Recent case studies

    Retirees

    Empty Nesters

    Busy Families

    Young Professionals

    The Bayside Investor