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.

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 🚗

21/05/2026

Want to hear how to use your Home Equity to get ahead? 🏡

Here's an example of what we do for our clients.

Debt recycling can potentially help turn non-deductible home loan debt into tax-deductible investment debt over time — without necessarily needing to earn more income.

For many professional families, it’s less about “working harder” and more about making existing cash flow work smarter.

Because good income alone doesn’t automatically create long-term wealth. Structure matters too.

18/05/2026

Good conversations, smart planning, and helping people feel more confident about their future is what it’s all about! 🏡💵

The reality is, building wealth isn’t about giving up everything you enjoy — it’s about having a strategy that lets your money work harder while you still enjoy life along the way.

Because earning good money is one thing. Keeping it, growing it, and protecting it? That’s the game changer.

17/05/2026

Have you got a house? 🏡
You might be able to use the equity you've got to invest in other ways.
Get in touch if you're interested in using your current capital to build wealth TODAY 💵💰💳

08/05/2026

Most professionals spend more time choosing a coffee machine than checking their personal insurance before taking on a mortgage 😅

Buying a house or investment property? If your income is what pays the debt… protecting it probably matters too.

06/05/2026

Mortgage broker + financial planner = less “winging it” and more “winning it” 💸

Because buying a home and investing early shouldn’t mean living on instant noodles forever 🍜😅

A lot of high-income professionals assume they’re covered because they have insurance through work or their super.Techni...
28/04/2026

A lot of high-income professionals assume they’re covered because they have insurance through work or their super.
Technically, that’s often true.
Practically, it’s rarely complete.

Work insurance is convenient — but it isn’t designed to be comprehensive or personalised, especially for professionals earning $150k+ with growing responsibilities.

A question I encourage people to answer clearly:
If your income stopped tomorrow, do you know exactly what would happen financially?
Not “I think we’d be okay.”
Actual certainty.

Insurance planning isn’t about expecting the worst.
It’s about making sure one unexpected event doesn’t undo years of effort and progress
Most insurance gaps are only discovered when it’s too late to fix them. Good planning ensures this doesn't happen.

Book a free consultation call today on our website to ensure your insurance covers all your needs - https://thebaysideinvestor.com.au/

21/04/2026

You insure your car 🚗
You insure your home 🏡
Some people insure their Labrador’s knees 🐕

But the thing that pays for all of it… your income?
Often overlooked like the salad at a BBQ.

Income Protection is basically insurance for the goose that lays the golden eggs.

Protect the income.
It has been carrying this whole operation.

08/04/2026

We've been working on some exciting things today. Keep your eyes peeled for what comes next 👀

07/04/2026

Got a mortgage? School fees to pay? You better listen to this ⬆️⬆️⬆️

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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