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.

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 🚗

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 🍜😅

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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