The Bayside Investor

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.

19/06/2026

Financial planning isn't just about picking good investments.
That's like saying winning Formula 1 is all about having the nicest colour car 🚗🚗
Tax, cash flow, debt, insurance, super and structure matter too.
Because even the world's best investment can't save a plan held together with spreadsheets and crossed fingers. 🤞

17/06/2026

Most professionals spend months researching investments… and about 14 seconds thinking about how to own them.

Personal names. Joint names. Trusts. Companies.

The structure can matter just as much as the investment itself.

Because buying a great investment in the wrong structure is a bit like ordering a Ferrari and forgetting to tick the “seats” option.

High income deserves more than “that’s just what we did at the time.”

Before your next investment, ask:

💡 Am I buying the right thing?

💡 Am I buying it in the right structure?

Comment below if you're thinking about investing but want to chat about the best structure for you 👇

14/06/2026

Who is financial planning for? 💹💰
Financial planning isn't for everyone.

If you're 35-55, earning a good income, paying plenty of tax, juggling a mortgage, kids, investments and wondering where all the money goes each month... it's probably for you.

Because earning $250k a year or more and still saying "I should probably sort that out one day" is basically the professional version of living off Mi Goreng at uni.

A good income helps. But a good strategy helps more.

Call us today for a free strategy chat.
Link in our bio ☝🏻

11/06/2026

QUESTION: If someone offered you a guaranteed tax deduction before the end of the financial year, would you take it? 🤔

09/06/2026

Many people are sitting on hundreds of thousands of dollars in home equity...
..while it's working about as hard as a teenager asked to mow the lawn.

This is where a mortgage broker and financial planner can be a powerful team, especially if you're thinking about renovating 🏘️🏡

One helps you access equity efficiently.
The other helps make sure it has a purpose.

Because equity isn't a strategy. What you do with it is.

At The Bayside Investor, our professional relationships ensure that our clients have access to excellent professional services that we rely on and trust with your wealth.

05/06/2026

One of the biggest EOFY myths? 🦄🧜🏻‍♀️
Thinking tax deductions are the entire game. That's a bit like thinking the best part of a holiday is the airport parking.

The real opportunities are often hiding in your super, your investment structure, unused contribution caps, or that suspiciously large pile of cash sitting in your offset account.

EOFY isn't usually about one big move.
It's about a handful of smart decisions that future-you will be very grateful for.

03/06/2026

EOFY planning isn't buying random things on 29 June because someone told you it was a tax deduction 💸💸💸

That's a bit like spending $100 to save $47 and calling it a profit.

The biggest opportunities are usually found in strategy, not stationery.

Stay tuned for more EOFY information to ensure that you are setting yourself up financially.

NB. This is general advice only.

31/05/2026

Don't leave important financial decisions until the last minute.

Book a conversation with a financial planner before EOFY and make this financial year count.

25/05/2026

Most professionals don’t have a money problem.They have a “I’ll deal with it later” problem.

Meanwhile:
• super gets ignored
• insurance gets assumed
• cash piles up doing nothing
• and investing stays on the to-do list next to fixing the garage door.

High income helps.
Strategy helps more.

24/05/2026

A promotion usually means more income…
but it should also mean a better strategy.

Higher tax.
More cash flow.
Bigger opportunities.
And usually a lot more at stake if something goes wrong.

Most professionals upgrade the car before they upgrade the financial plan 😅

Nb. This is general advice only. It does not mean you cannot get a new car too 🚗

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

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