Read What Our Clients Have To Say
Mat, 35-45
"I felt very confident and comfortable in Alex giving me the advice that I needed for myself and my family regarding Investment, Insurance and Superannuation and wouldn’t hesitate to recommend his representation to anyone.”
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.”
Michael, 35-45
"Alex has always been extremely helpful with all of my requests regarding insurance and Superannuation. His advice has always been explained in a helpful and professional manner."
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."
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."
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."
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."