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.

03/09/2026

Believe it or not, you can be TOO good at saving. 😂

I had clients whose offset account was getting more holidays than they were.

They weren't behind.

They were actually way ahead.

So we asked:

“If not now… when?”

They booked the trip.

And apparently spent the first three days waiting for the guilt to arrive.

It never did.

Because they knew their future was still on track.

Sometimes the best financial plan tells you when it's okay to stop saving and start living.

02/09/2026

They nearly cancelled a $30,000 family holiday.

Not because they couldn't afford it.

Because they weren't sure they should.

We ran the numbers.

Cash flow? Fine.

Investments? Fine.

Retirement? Still on track.

So they went to Europe. 🇪🇺 ✈️

Thousands of photos, a few extra kilos of pasta… and a holiday their kids will remember forever.

Sometimes financial advice isn't about saving more.

It's about giving you confidence to spend what you've already earned.

26/08/2026

💸 Financial planning isn't about cutting out the fun... it's about knowing you can afford it.

A good financial planner won't tell you to stop enjoying life.

No more holidays? ❌
No more dinners out? ❌
No more adventures? ❌

The goal is simple:

Enjoy today and stay on track for tomorrow.

Because what's the point of building wealth if you never get to enjoy it? 😄

24/08/2026

🛡️ Your personal insurance isn't a slow cooker... you can't just set it and forget it!
Life changes.

Your insurance should too.

New job. Bigger mortgage. Kids. Higher income.

If your cover hasn't been reviewed in years, there's a good chance it no longer matches your life.

The best time to review your insurance is before you need it.

📩 When was your last insurance review?

19/08/2026

The most expensive financial mistake isn't always a bad decision. Sometimes it's making no decision at all.

Successful professionals make decisions all day.

Then they get home and somehow end up with 27 browser tabs open... none of which answer the question they started with. 😂

Good financial advice doesn't just help your money.

It reduces decision fatigue.

Because peace of mind comes from knowing someone has already thought through the "what ifs."

Less Googling at 11pm. More confidence.

16/08/2026

🏡 Just because you can borrow more... doesn't mean you should.

Your borrowing capacity tells you what the bank is willing to lend.

It doesn't tell you what fits your lifestyle, your future goals or your long-term wealth plan.

That's where a mortgage broker and financial planner make a great team.

One helps you maximise your borrowing options.

The other helps make sure the loan supports the life you're trying to build—not just the house you're trying to buy.

Because the goal isn't to borrow the most.

It's to build wealth while still sleeping well at night.

WealthPlanning FinancialAdvice SouthEastQueensland BaysideInvestor

15/08/2026

"I'll sort my finances when things calm down..."

Said every busy professional ever.

Here's the problem...

Your calendar probably isn't getting any emptier. 😅

That's exactly why people hire a financial planner.

Not because they don't know what they're doing...

Because they'd rather spend their weekends with family than comparing super funds and reading tax rules.

Less financial admin.

More living.

📩 If you've been putting it off, maybe it's time to tick this one off the list.

BaysideInvestor SouthEastQueensland

14/08/2026

🤓🤓The smartest professionals aren't the ones who know everything. They're the ones who know when to ask for help.

Engineers solve complex problems. Lawyers navigate complicated legislation.

Yet when it comes to their own finances, many are left trying to piece together advice from Google, podcasts and social media.

Financial planning isn't about having all the answers.

It's about having a framework to make better decisions with confidence.

After all, you wouldn't expect your accountant to design a bridge—or your engineer to draft a legal contract.

So why expect yourself to become a financial expert overnight?

08/08/2026

🎓 Private school fees don't start in Prep... they start with the financial decisions you make years before your child ever walks through the school gates.

The right mortgage structure today can create flexibility tomorrow.

The right financial plan can help you prepare for school fees without sacrificing your lifestyle or long-term goals.

Because paying for a great education isn't about scrambling when the first invoice arrives.

It's about planning ahead so those fees become part of your strategy—not a financial surprise.

04/08/2026

If your financial plan is 'I'll deal with it after this project...." We should talk 📆📝

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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