Services

At Bay Wealth Management we provide holistic financial planning services in the fields of: 

  • Financial Management
  • Asset Management
  • Risk Management
  • Tax Planning
  • Retirement Planning
  • Estate Planning which incorporates Wills & Trust services
  • Cash Management 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 those needs or goals.