Our Clients

At Bayside Retirement Planning we pride ourselves on the service we deliver to our customers in helping them to work towards achieving their financial goals. 

Russell James

Elwood, Victoria

I have been a client of Bayside Retirement Planning for many years. During that time I have received sound financial advice - initial, in respect of maximising my superannuation prior to my retirement and, subsequently in the management of my allocated pension funds. 

In particular, I have found the ongoing advisor consultations informative and invaluable in keeping up with the constantly changing world of finance. 

The advisers I have dealt with over the twenty (20) years have proven to be knowledgeable and cognisant of my risk profile - which has become increasingly conservative over that period.

Of considerable importance, is the element of trust that a client must have the integrity of his/her adviser. In my own case, that trust has been the basis of two decades of client-RetireInvest relationship.

Craig and Karen

Beaumaris, Victoria

We engaged Matthew based on a recommendation several years ago and have never looked back. His knowledge and ability to develop complex, high performing strategies and financial structures to manage our personal and business financies, have proved to be invaluable. 

 

We highly recommend Matthew to anyone wanting to grow and protect their personal wealth.

David & Kym

Mentone, Victoria

Matthew took the time to understand our families financial goals and timeframes. He then presented tailored solutions to us that we discussed openly with him, leveraging off his wealth of experience in a variety of subject matter.  These open discussions enabled Matthew to finalise a tailored solution for my wife and I that we implemented.

 

Matthew is always available and open to discuss financial matters and changes to the industruy that he believes are important for us to keep abreast of or relevant to our own personal circumstances. His advice and knowledge is well researched and communitcated, which gives me great confidence that he genuinely cares about his cients and ensuring they are achieving their financial goals.

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To discuss one of our services further, simply fill in your details below or call 03 9585 1977

Visit

Building 22 328 Reserve Road Cheltenham, VIC 3192

 

 

Call

T: (03) 9585 1977

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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"