None of us can be sure what tomorrow holds. That's why insurance is such an important part of finanical planning. 

At Bayside Retirement Planning  we help people secure cover for unexpected events like injury, sickness, disability or death.

Our advice includes : -


  • Life Insurance - Pays a lump sum to your beneficiaries in the event of your death.

  • Trauma Insurance - Pays a lump sum for specified medical conditions such as stroke or heart attack.

  • Income Protection - Insures against loss of income when you are unable to work due to illness or injury.

  • Permanent Disability - Pays a lump sum if you are no longer able to work. 

  • Business Expenses Insurance - Covers business expenses in the event of certain circumstances

  • Children Insurance - Provides financial assistance for parents when children are sick, disabled or suffer a traumatic event.


The amount of cover you need depends on each persons situation. You will need to take into account your income, expenses, family situation, age assets and debts

Our insurance specialists can review your situation and advise the type of insurance you need.




For more information or to make an appointment  Click here 



Personal Insurance



Building 22 328 Reserve Road Cheltenham, VIC 3192




T: (03) 9585 1977


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P.O Box 570

Mentone, VIC 3194

"This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggest that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own person circunstances. Although we consider the sources for this material relaiable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omisson. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in an products mentioned in this communication. This information is current as at the date of publish"


"Nepean Group Pty Ltd trading as Bayside Retirement Planning ABN 22 119 081 140 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No, 236523"