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.

16/07/2026

🚨 Stop outsourcing your finances to a bloke called "Later" 😂

Invest later.

Fix super later.

Review insurance later.

Funny thing is, Later has terrible customer service.

Pick one thing this month and get started.

Or call me.

I answer my phone, and unlike Later, I actually get things done.

15/07/2026

📞 Incoming call from 65-year-old you…

Hopefully it's a thank you.

Not:

"Mate, why did we need four streaming services and a jet ski?" 😂

Ten years goes by quicker than you think.

Set up a strategy today so Future You has more stories… and fewer questions.

12/07/2026

Challenge: Make your net worth grow faster than your wrinkles 👵🏻👴🏽

Good news! Your net worth doesn't have to age at the same pace.

Every July I meet professionals who upgraded the phone, booked the holiday, bought the coffee machine…

…and somehow their wealth stayed on annual leave.

Birthdays are automatic.

Financial progress isn't.

Try to make your assets grow faster than the number of candles on the cake.

Because anti-ageing cream is expensive, but compound growth is free. 😉

10/07/2026

Plot twist: July 1 is New Year's Day for adults. 🎉

Forget resolutions.

The financial new year has arrived.

New budget. New tax rates. New super caps.

And unlike that treadmill currently being used as a clothes rack…

This reset still has plenty of upside.

Maybe it's time your money had a strategy, not just a salary.

28/06/2026

🚨 A million-dollar mortgage deserves more planning than a Saturday trip to IKEA.

Buying property without a mortgage broker and financial planner is a bit like assembling IKEA furniture without the instructions.

You'll probably get there…

But there's a fair chance something important ends up backwards. 😂

One helps you get the loan.
The other helps make sure the loan fits your long-term wealth strategy.

24/06/2026

Have you been offered company shares? It's worth speaking to someone to ensure you are thinking about the whole picture 👔🏙️

Nb. This is general advice only. Give us a call if you want to discuss your personal circumstances and see if we can assist.

21/06/2026

Finding $50 in an old jacket feels good. 🧥

Finding thousands in unused super contribution caps feels even better.

Some professionals are sitting on valuable tax deductions and don't even know it.

EOFY is coming. Your unused caps won't wait forever. 🚗💨

Nb. General advice only.

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 ☝🏻

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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