Dream big, start small, but most of all… Start!

Welcome to our practice.

Bay Wealth & Protection is a privately-owned financial planning practice based in the South West. We provide personalised financial strategies, solutions and services to a range of clients from all walks of life.

At Bay Wealth & Protection our aim is 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 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.

The Bay Wealth & Protection team are committed to delivering high quality work, friendly customer service and education for our clients as required.  We want a long-lasting relationship with our clients and we definitely don’t claim to make people suddenly wealthy.

By helping clients make good decisions, we make sure they do the best with what they have. These decisions and the strategies we put in place are to solve a problem, achieve a goal or both. Our ongoing advice and the management of your superannuation, investments and insurances, provide peace of mind that things are being taken care of.