Read What Our Clients Have To Say
Lyla, 65+
"Before having Alex as our Financial Adviser, we had no knowledge of increasing our investments. He has made it so simple and easy to understand. Now our investments have increased, and he is always advising us on where to place our portfolio to gain maximum benefits. We are extremely happy with his advice.”
Catherine, 56-65
"Alex is very helpful and explains in terms we understand about our policies and our Superannuation, and he is only a phone call away. As we live in a remote area, he keeps us up to date online and sends us the market updates."
Janelle, 35-45
“Alex has been our Advisor for over 15 years. We feel he is always approachable, explains everything in simple terms and goes over and above for us (as well as other people we know). He assists us with our Superannuation, Insurance and future retirement planning. Alex has an extremely high level of integrity, and we would strongly recommend having a chat with him.”
Mark, 46-55
“Couldn’t be more grateful for Alex’s support and assistance in choosing the right insurance policies for my needs. I recently needed to place a claim and Alex helped me through the process with a great outcome. When I wanted to make adjustments to my policies, Alex’s service was prompt and completed efficiently.
Thank you, Alex, for your patience and professionalism.”
Matt, 56-65
“I’ve trusted Alex Eades with my superannuation for over 20 years, and I couldn't be happier with the service and guidance he provides. Throughout two decades, Alex has consistently proven to be an absolute professional who genuinely knows his stuff inside and out.
His advice and management have been so reliable that whenever he moved companies, I made sure to follow him—staying with Alex was a no-brainer because finding someone this dedicated and skilled is rare. He is incredibly efficient, approachable, and always has my best financial interests at heart.
If you are looking for top-tier advice and financial protection from someone who is truly exceptional at what he does, I cannot recommend Alex and the team at Bay Wealth & Protection highly enough.”
Drew, 35-45
"My previous income protection and personal insurance portfolio was in shambles. Alex did an incredible job of reviewing and then putting forward a much more beneficial alternative. As a result, I have better cover and at a lower price. I would highly recommend Alex to anyone looking to gain help with their financial position. He is thorough, patient, attentive and genuinely has his clients’ best interests at heart."
Emrys, 65+
"Alex has always been very professional in offering me advice on my up-and-coming retirement plans. Once I retired, we implemented the discussed options. I am happy with the way things are progressing with our current financial arrangements. We have always found Alex to be very enthusiastic and professional with our dealings with his friendly and cheerful manner."
Mick, 46-55
“Alex at Bay Wealth has been assisting me with my income protection claim since I had a heart attack and subsequent open-heart surgery in July 25, along with superannuation advice. During this time Alex has been extremely knowledgeable and offered sound advice, including when I was made redundant by my former employer during this period of my life.
Alex has followed through promptly with any recommendations and has made navigating this stressful time easy and uncomplicated by even being available to come to my home for meetings. I am very happy to recommend Alex and Bay Wealth & Protection as a reliable and trustworthy business to deal with.”
Richard, 46-55
"Alex has always given very thorough and relevant advice. He responds to any problems really quickly and has been able to guide us through the claims process. We always feel that we have his full support and always highly recommend him to others."
Trevor, 65+
“From our first meeting it was clear Alex understood my immediate requirements, and he presented clear options for myself to get the best returns prior to full retirement at 67. My initial Super rollover over exceeded my expectations and I was confident my retirement plan was in good hands.
As I approached 67 discussions took place on assessing Centrelink Aged Pension, this process took approximately 6 months and a visit to Centrelink. The outcome exceeded my expectation. I now receive a reduced pension based on my assets. This is something I did not expect when I started the process.
Alex is extremely experienced, professional, and knowledgeable. He truly knows his job and understands what customers need. I felt confident and well supported throughout the whole process. I would definitely recommend Bay Wealth Protection for anyone considering early and stress-free retirement."
