Bayside Financial Planning

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Bayside Financial Planning All Financial Planning needs catered for. Specialising in Superannuation, Retirement Planning, Ins Contact us now for a free, no obligation consultation.

With over 15 years experience in the Finance industry, Justin Fraser started Bayside Financial Planning to help provide his mortgage and finance broking clients a quality and professional financial planning service, and ongoing advice, specifically tailored to help clients achieve their financial goals. Everyone can benefit from using a Financial Planner to help them understand their current financial situation, and to help plan for the future. Financial planning is a lifelong process, and one that we are willing to take with you to help you achieve your financial goals. Our advice is delivered in an easy to understand precise and straightforward manner, to make finance seem less daunting, with our emphasis on ongoing service and to know that help is only a phone call away. The Bayside Financial Planning Team


General Information

Marjade (Qld) Pty Ltd and Bayside FP Pty Ltd trading as Bayside Financial Planning provide financial planning advice and services as Corporate Authorised Representatives of Bayside Licensee Pty Ltd AFSL 537885

The information contained within the website and FB page is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Justin Fraser, Rob Mills and Bayside Financial Planning will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Think Pink this October 🩷 Today, the Bayside Financial Planning team came together for a special morning tea in support ...
15/10/2026

Think Pink this October 🩷

Today, the Bayside Financial Planning team came together for a special morning tea in support of Breast Cancer Awareness Month. 💕
We are so proud to share that, together, our team has raised an amazing $822 so far for this very worthy cause! 🎉

A special shoutout and thank you to our wonderful receptionist, Toni, who is the lovely face behind organising this event for us each year. From the pink balloons and decorations to bringing everyone together, Toni always goes above and beyond to make the morning special. 💗

Breast cancer touches so many lives, and every contribution, no matter how big or small, can help make a difference.

For any of our clients, friends or followers who would like to support this wonderful cause, we have included a donation link below. Every little bit helps, and all donations made through the link go directly to the foundation. 💕

Donate here:
https://fundraise.nbcf.org.au/fundraisers/baysidefinancialplanning/pink-ribbon-breakfast

A huge thank you to our wonderful team for getting behind this amazing foundation and showing their support!
Together, we can make a difference! 🎀

Happy long weekend. 💜Make the most of this beautiful weather and enjoy some well-deserved time with family and friends. ...
03/10/2026

Happy long weekend. 💜

Make the most of this beautiful weather and enjoy some well-deserved time with family and friends. ☀️

From all of us at Bayside Financial Planning, stay safe, enjoy the break, and we’ll see you next week! 😊

💙 Happy Father’s Day! 💙Wishing all the wonderful dads, grandads, stepdads and father figures a very Happy Father’s Day.W...
06/09/2026

💙 Happy Father’s Day! 💙

Wishing all the wonderful dads, grandads, stepdads and father figures a very Happy Father’s Day.

We hope your day is filled with good company, plenty of laughs and a little time to put your feet up and enjoy being celebrated!

From all of us at Bayside Financial Planning, have a fantastic Father’s Day. 💜

🌸 New season, fresh start 🌸Spring is the perfect time to check in on your financial goals and make sure your plans are s...
01/09/2026

🌸 New season, fresh start 🌸

Spring is the perfect time to check in on your financial goals and make sure your plans are still heading in the right direction.

If your finances could use a little spring clean, we’re here to help. Call us on 3822 3437 to book your FREE, no-obligation initial consultation with one of our Financial Planners today. 💜

Happy Monday! A new week, a fresh start and another chance to take a step towards the things that matter to you.If getti...
17/08/2026

Happy Monday!

A new week, a fresh start and another chance to take a step towards the things that matter to you.

If getting your finances sorted has been on the “I’ll get to that one day” list for a little too long… maybe this is your sign. 😊

We offer a complimentary initial consultation with one of our Financial Planners - a relaxed, no-obligation chat about where you’re at, where you’d like to be and how we may be able to help.

Sometimes the hardest part is simply getting started.

Ready to take that first step? Give us a call on 3822 3437 or email [email protected] to make a booking.

Here’s to a great week ahead! 💜

💜 SHOUT OUT FRIDAY 💜Happy Friday everyone! 😊We’re continuing the thank-yous to some of the wonderful local businesses an...
14/08/2026

💜 SHOUT OUT FRIDAY 💜

Happy Friday everyone! 😊

We’re continuing the thank-yous to some of the wonderful local businesses and trades who helped bring our new office together.

A big shout out to James from Spartan Stone & Tiling for the fantastic tiling work throughout our bathrooms - we absolutely love how they turned out!

Thank you also to Chris, Melissa and the team at Tint a Car Capalaba for taking care of all of our window tinting, and to Dallas and the team at Bennetts Carpets Cleveland for the flooring throughout the office.

We really appreciate the care and hard work that went into helping us create our new space. 💜

Happy Friday and have a great weekend! ☀️😊

Just a reminder that our office is closed today for the Ekka Public Holiday here in the Redlands.We’ll be back in the of...
09/08/2026

Just a reminder that our office is closed today for the Ekka Public Holiday here in the Redlands.

We’ll be back in the office from 8:30am tomorrow, Tuesday 11 August.

Have a great day everyone! 😊

💜 SHOUT OUT FRIDAY 💜It took a lot of talented people to bring our new office to life, so over the next few Fridays we’ll...
07/08/2026

💜 SHOUT OUT FRIDAY 💜

It took a lot of talented people to bring our new office to life, so over the next few Fridays we’ll be giving a shout out to some of the amazing trades who helped turn our vision into reality!

To kick things off, a huge thank you to the Chris and the Combined Trades Group and their team of builders, electricians and plumbers, who completed the majority of the renovation and somehow managed to keep smiling through all the questions, decisions and occasional “I’ve had another idea…” moments! 😬

A big thank you also to James and the team from Barton's Painting and Decorating for doing such an amazing job on both the outside and inside of the entire office. We couldn’t be happier with how it turned out. Thank you!

And a very special mention to Justin our superstar cabinetmaker from Merle Building who took the vision I had in my head ( and probably a few changes along the way 😊) and brought it to life beautifully. From our reception desk area / waiting room, to the kitchens and custom cabinetry throughout, the workmanship and attention to detail is amazing. 💜 Thank you 🙏

We absolutely love how everything has come together and are so grateful to everyone who played a part.

More shout outs to come over the next few weeks! 🙌


Today marks the beginning of an exciting new chapter for Bayside Financial Planning. 💜To say that Justin and I are proud...
05/08/2026

Today marks the beginning of an exciting new chapter for Bayside Financial Planning. 💜

To say that Justin and I are proud of what has been achieved would be an understatement.

After many months of planning, renovating, problem-solving and more than a few challenges along the way, we are absolutely thrilled to finally open the doors to our beautiful new office and, for the first time in over two years, have our entire team back together under one roof.

For those who don't know our story...

Bayside Financial Planning began in our garage at home back in 2012. Justin was a one-man band while I worked behind the scenes, balancing administration, my nursing career and raising our young family.

We then moved into a small shopfront in Ormiston, where Rob joined the business in 2018. Today, Rob is a director and part owner alongside Justin and myself, and our wonderful CSO, Jess, also began her journey with us during those early years.

Just before COVID in 2020, we relocated to Grant Street. At the time there were just four of us, and we never imagined we would one day outgrow that office.

Fast forward to today, and we're incredibly proud to have a team of 17 amazing people who genuinely care about making a difference in the lives of our clients.

This new office is so much more than a building. It represents years of hard work, perseverance and growth. More importantly, it reflects the trust our clients have placed in us and the dedication of an incredible team who have helped shape Bayside Financial Planning into what it is today.

To our team - thank you for your patience, encouragement and support throughout the renovation and move. We couldn't have done it without you.

To our clients - thank you. Whether you've been with Justin since the early days of his financial planning career 21 years ago, even before Bayside Financial Planning began; have joined us through one of our other wonderful advisers, or have only recently become part of the Bayside Financial Planning family, thank you for the trust you place in us. It is a privilege to be part of your financial journey, and we look forward to welcoming you into our new home.

To all the trades - thank you for bringing our vision to life.

Here's to the next chapter. 🥂

We can't wait to welcome you to 141A Queen Street, Cleveland.
We are now officially open.

💜 Justin, Nadia, Rob & the BFP Team

The finishing touches are coming together… 💜Tomorrow is the day!After months of renovating and a lot of hard work behind...
05/08/2026

The finishing touches are coming together… 💜

Tomorrow is the day!

After months of renovating and a lot of hard work behind the scenes, we’re almost ready to welcome everyone to our new home.

We’ve spent the past few days moving in, unpacking and adding the final touches.

Seeing our new reception sign installed earlier in the week, made everything feel very real!

A huge thank you to Adrian and the team at Express Print and Sign for bringing our vision to life. We absolutely love how it has turned out!

We officially open our doors tomorrow at 141A Queen Street, Cleveland, and we can’t wait to welcome our wonderful clients into our beautiful new space.

See you soon 💜

Address

141A Queen Street
Cleveland, QLD
4163

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

Telephone

+61738223437

Website

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