Our Story

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In the midst of handling our everyday tasks, we all face important moments when bigger financial questions arise. They’re not always predictable or easy but it’s how you plan for them that’s important.

At pivotal moments like these, the right advice is essential.

Our team, collectively, provide you with professional financial planning, investment and insurance advice for every one of life’s moments. Helping you to understand where you are now and confidently get you to where you want to be. We believe that financial advice should be accessible, in a language everyone can understand, and be delivered with care, integrity in an environment of trust.

Bayside Financial Group partners with AMP Financial Planning which allows us and our clients to leverage the expertise in research and innovation, and the resultant support and products of one of Australia’s largest financial services organisations. With access to such intelligence we have greater scope to provide you with more personalised advice, and importantly, it also gives you more options when dealing with one of ‘life’s important moments’.