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Services

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

  • Investment Planning and Management
  • Portfolio Risk Planning and Management
  • Structuring of Investments and Tax Planning
  • Retirement Planning and Management
  • Estate Planning
  • Executorship and Administration of Estates
  • Cash Management Services
  • Foreign Exchange 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 and manage those needs or goals.