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The Bayside Investor

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Australia
Wellington Point, QLD
The Bayside Investor

Authorised by Akumin FP(AFSL 232706)
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At The Bayside Investor we help busy professional families who feel stuck on the financial hamster wheel to reduce tax, take control of their money, and build a plan to enjoy life now and retire with confidence.

04/11/2026

Who says you have to wait until 65 to live your dream retirement? ✈️🌴

Our clients pulled the trigger on a 12-month European adventure in their mid-50s. Mortgage paid, investments in place, and a retirement plan already mapped out.

Turns out, retirement planning isn't just about having enough to stop working. It's about having the freedom to LIVE. 🙌

What's your dream gap year?

📩 DM us FREEDOM to start planning yours.

03/11/2026

Think a financial planning meeting means someone trying to sell you an investment? Think again. 👀

It's about your goals, your money, your mortgage, your super and what you actually want life to look like over the next 10–15 years.

Because earning good money is great. Knowing what to do with it? Even better.

📩 Ready to connect the dots? Book an initial consultation with The Bayside Investor.

Nb. General advice only.

28/10/2026

Really enjoyed running a lunchtime workshop last week with the team at Fusion Modulair, on "𝐇𝐨𝐰 𝐁𝐮𝐬𝐲 𝐅𝐚𝐦𝐢𝐥𝐢𝐞𝐬 𝐆𝐞𝐭 𝐀𝐡𝐞𝐚𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲"

Thanks to Ken Thomson for making it happen. We got chatting at the recent AIRAH event and here we are!

Good to see a business looking after their team's money skills and not just the typical technical training. We had a great discussion around Property vs Shares and whether it is better to pay down your mortgage OR Invest.

A workshop like this is an easy way to give your team something genuinely useful, and it shows them you care about more than just the job.

If you look after a team and think they'd get something out of a session like this, I'm happy to send you a quick outline. It's about 45 minutes over lunch (my shout!) with practical tips your people can use straight away. Just comment outline or flick me a message.

27/10/2026

Property isn’t automatically the best way to build wealth. And neither are shares.

So where should your next investment dollar go?

The answer might surprise you — especially once you factor in leverage, tax, diversification, liquidity and risk.

It’s not really a property vs shares debate. It’s a what’s right for you? debate.

21/10/2026

The best time to see a financial planner? Before you think you need one. 😉

Don’t wait until retirement to get your finances working harder for you. The earlier you have a plan, the more options you have, especially when considering your mortgage!

08/10/2026

No, I'm not going to tell you to stop buying coffee. ☕😂

Your $6 latte isn't single-handedly destroying your retirement.

If you love travel, golf, good food or ridiculously expensive coffee…

let's build a plan that makes room for it.

Financial planning shouldn't make your life smaller.

It should make saying YES a little easier.

Nb. General advice only. Get in touch if you want to have a chat about your personal circumstances. Link in bio.

06/10/2026

WHY DO I PAY SO MUCH TAX 🤬

Earning more is great… until you see how much disappears in tax. 😅

But paying less tax doesn’t mean doing anything dodgy.

There are completely legitimate strategies that can help you structure your affairs more tax-effectively.

The trick is knowing which ones actually make sense for your situation.

Nb. General advice only. Get in touch if you want to have a chat about your personal circumstances. Link in bio.

02/10/2026

Could you spend $15,000 on a holiday without needing a lie-down afterwards? 😂

For many high-income professionals, the issue isn't whether they can afford it.

It's whether they know they can.

That's where a good financial plan earns its keep.

Because confidence is a pretty good return on investment.

And a European holiday isn't a bad dividend either. ✈️🍝

Nb. General advice only.

30/09/2026

Waiting for the perfect time to travel? Good luck with that. 😂

Work won't suddenly become quiet.

The kids won't magically become easier.

And life doesn't send you an email saying:

“Congratulations. Your window of opportunity has arrived.”

Plan properly.

Then go.

Because your knees might have their own retirement strategy. 😂✈️

Nb. General advice only. Get in touch if you want to have a chat about your personal circumstances. Link in bio.

27/09/2026

How much super should you actually have at your age?

It’s one of those numbers most people have absolutely no idea about.

And “I’ll probably have enough” isn’t much of a retirement strategy.

Knowing where you are today is the first step to knowing whether you’re on track.

Nb. General advice only.

Address

26 Raby Esplanade
Wellington Point, QLD
4160

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://thebaysideinvestor.com.au/

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