Bay Wealth & Protection is a privately-owned financial planning practice based in the South West Region of WA.

Financial Advice Superannuation Retirement Planning Life Insurance Investment Planning

Financial Advice Superannuation Retirement Planning Life Insurance Investment Planning

At Bay Wealth & Protection we aim to always treat clients with respect in the knowledge that they have chosen us and believe in us; a decision and a trust that we will honour.

With a straightforward approach, we guarantee transparent, clear and simple communication, not confusing jargon. We help create and protect wealth, with affordable tailor-made plans.

Financial Advice

Bay Wealth & Protection offer customised financial advice and solutions to a range of clients from all walks of life. No matter what goals or plans clients have, we help to make them real while also remaining realistic.

Superannuation

We understand the complexities of the superannuation environment and can help you take advantage of any superannuation strategy that’s appropriate for you.

Retirement Planning

Retirement isn’t guaranteed. The key is to plan for it, save and invest carefully before reaching your retirement years. We can help with a tailored strategy to keep you on the right track to live well in retirement.

Investment Planning

nvesting is a central feature of any wealth creation strategy, providing an opportunity to grow your wealth beyond what is possible through term deposits or fixed interest.

Life Insurance

Protecting you and your family’s way of living is as important as any wealth accumulation strategy.

Testimonials

Visit our Testimonials page to see what previous and ongoing clients have to say about our advisers and services.

“Your plans must fit your circumstance before they can fulfil your dreams.”