Bayside Financial Planning

Rob is my FP at BFP. Rob goes above and beyond his role. He is kind, has an incredible passion for customer/ client service/s.Rob's knowledge is second to none. Always up to date on the latest trends and if he doesn't know or is unsure, he will find out. Rest assured your future/ retirement is safe with Rob and his team at Bayside Financial Services.

I have had the pleasure of Justin looking after our finances. He came highly recommended to me, I can say I was not disappointed. He certainly knows what he is doing.He has set up and guided us to managed our money and have a very nice retirement. We cannot thank him enough.I have not known him long but he is a pleasure to work with and highly recommend him.

Rob and his fantastic team are truly professional and a vital link in planning for the future. Rob has a wealth of knowledge and experience in all financial services. His team are open, honest and caring. This makes for a winning combination. Rob has a strong moral compass, this is reflected in both his work practices and his demeanor.

I met with Justin, who gave me over an hour of financial advice. All his advice was very helpful: he gave me useful tips on how to maximise my income and manage my money day-to-day, as well as different types of investments (including properties) and other wealth accumulation strategies. Justin never once tried to push me to use his paid services or to sign on to an expensive yearly subscription, but politely explained some of the services offered which might help. Very friendly and down-to-earth personality and very easy to talk to. Most importantly, I got a lot out of our session and have gained several practical strategies I can immediately put into practice.

Bayside Financial Planning are fantastic to work with. They are completely trustworthy and always put my best interests first. I've been a client for a number of years, and will continue to be. I highly recommend Rob and the wider Bayside team.

I have been a client of Bayside Financial Planning for around 6 years now and haven’t looked back, the advice I get from Justin and his team has put me in a great financial position ready for retirement in a couple of years time. If you’re looking for some financial advice to get you on track I would highly recommend Justin and the team, they are very thorough and will explain every part of it at your level of understanding.Highly recommend the the team.

I've been with Bayside Financial Planning since January 2020, and I am so thankful to have Rob and Justin there helping me with all my financial goals. Rob has helped me set up my Super and all my insurances, while also going the extra mile to offer the best advice with best interests at heart. 100% recommend BFP to anyone as they really care and look after you. Always such a pleasure, I'm super proud to be a client here.

I wanted to find a financial planner that was totally independent, have no fancy sales pitches or schemes, and not be tied into any particular product. I wanted a financial planner that is able to relate to the non financial minded people out there but at the same time be able to switch and talk strategy with clients that have a vested interest. I found exactly that with Justin and his team. Although based on Brisbane for face to face time, he is able to fufill your requirements Australia wide via Skype or zoom which is ultra handy in lockdowns. I cannot recommend Justin and his team highly enough.