At Bay Wealth Management we provide holistic financial planning services in the fields of:
- Investment Planning, Advice and Review
- Retirement Planning, Advice and Review
- Estate Planning and Administration
- Cash Management Services
- Foreign Exchange Services
We believe in simplicity and pride ourselves in personalised service. We focus on the basics of financial planning which lies in understanding our clients’ needs, establishing their financial goals and formulating a strategy on how to achieve and manage those needs or goals.