Clients are often amazed how much money we can unearth for them – money that can be invested rather than wasted. 

 

We can help you:·        

 

  • Streamline your finances to minimise fees and interest payments        

  • Reduce your living expenses through budgeting and cashflow management      

  • Manage Debt

  • Shrink your Tax Bill

  • Get your money to work hard for you through regular investments

  • Formulate a retirement plan

  • Work closely with your accountant to help you generate personal wealth for you

 

 

 

 

 

 

 

 

 

Great financial advice works like fertiliser for your money – multiplying your assets and accelerating growth.

 

Once you’ve created wealth, we provide strategies to help you grow it.

These include:·        

  • Investment Strategies

  • Superannuation Strategies

  • Gearing Strategies

  • Retirement Income Strategies

  • Business Optimisation Strategies

 

 

 

 

 

 

 

 

 

We can’t protect you from misfortune – a serious accident or illness for example – but we can help your weather the storm.

 

How? Through four easy strategies:

 

  • Lifestyle Protection Insurance

  • Estate Planning

  • Aged Care Planning

  • Business protection and Succession Planning

 

 

 

 

 

 

 

 

 

Real wealth is not about being rich. It’s about making the most out of life and what you’ve got. Our advice is not only about saving for later, but also about freeing up time and money to enjoy the fruits of your labour now. 

  • There are several ways we can help you enjoy your life: 

  • Removing Stress

  • Resolving Financial Difficulties

  • Giving You More Fee Time

Professional Services

To find out more about a particular service, please click on the icons below:

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

Social

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Contact

mkerr@baysiderp.com.au

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"