What To Expect

Congratulations on taking the first step into learning more about your finances and how you can take control of them in the future.

At our initial appointment it's all about getting to know each other. It's an opportunity for us to learn more about your goals for the future.


You will also get an opportunity to understand more about Bayside Retirement Planning, our team and the services we provide.

What To Bring

* Income details

* list of Assets and Liabilities

* Current Investment Statements

* Share portfolios

* Pension and  Centrelink information

 Questions To Ask Us

* What are your qualifications as financial adviser?

* How long have you been a financial adviser?

* Do you have experience working with people with similar needs to me?

* How will we work together moving forward?

Before providiing any advice we will agree on the fees and payments options with you. The fee you will pay will largely depend on the complexity of your circumstance and the service you require.


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"