baysideam.com.au

4.9
4.9 Based on 18 reviews

Bayside Asset Management is a Sydney-based boutique firm specialising in investment and wealth management services for individuals, families, and corporate clients. Our mission is to deliver consistent, risk-managed returns through carefully structured in...

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Average Rating

4.9

/
5

18 Reviews

5 Star
89%
4 Star
11%
3 Star
0%
2 Star
0%
1 Star
0%

All Reviews

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Review Time

Warren Westaway
I transferred over from a national superfund company after having been with them for 10 years. They

I transferred over from a national superfund company after having been with them for 10 years. They had become lazy, not proactive as evidenced by my fund losing money year after year for the past 4 years. Little contact unless I initiated it.
From when I first contacted Bayside Asset Management it was totally different, they showed interest, were contacting me 2-3 times weekly. proposing changes to those assets that were going backwards. Constantly reviewing portfolio and recommending positive changes to improve performance. I have found them very professional, trusting, enthusiastic and the changes they suggested are already making a positive impact to the portfolio.

5
Date of experience: Feb 23, 2026
Warren Westaway
WarrenW Superfund

I transferred over from a national superfund company after having been with them for 10 years. They had become lazy, not proactive as evidenced by my fund losing money year after year for the past 4 years. Little contact unless I initiated it.From when I first contacted Bayside Asset Management it was totally different, they showed interest, were contacting me 2-3 times weekly. proposing changes to those assets that were going backwards. Constantly reviewing portfolio and recommending positive changes to improve performance. I have found them very professional, trusting, enthusiastic and the changes they suggested are already making a positive impact to the portfolio.

5
Date of experience: Feb 23, 2026
robert david Macartney
We found them to be very helpful

We found them to be very helpful, super transparent and patient with all our questions

5
Date of experience: Feb 20, 2026
Darren Beauchamp
Bayside investing

I’ve just started my bayside journey and im very happy with Warrens ability to setup a portfolio that meets my risk profile and future goals. Highly recommend bayside to anyone looking for a professional team that takes the stress out of investing.

5
Date of experience: Feb 20, 2026
Duncan Cook
Thank you

Thank you. Always a pleasure to interact and take suggestions from the team.

5
Date of experience: May 14, 2025
Amanda Morris
I had a great experience with Bayside

I had a great experience with Bayside. Fantastic customer service and really impressed by their wealth of knowledge in the industry. I’ll definitely be using their services again.

5
Date of experience: May 12, 2025
Lisa Adams
Really happy with Bayside and the…

Really happy with Bayside and the service and professionalism shown. All my questions were answered and I’m looking forward to partnering with them and increasing my portfolio in the future. Thanks Ben

5
Date of experience: May 05, 2025
Very professional

Exceptional service and strategic insight. Their team demonstrates a deep understanding of market trends and tailors investment strategies to align with client goals. Transparent communication and consistent performance make them a trusted partner who I would highly recommend.

4
Date of experience: May 05, 2025
Morty Brooks
I highly recommend

Honest and professional business with solid information on markets and investments. Daniel Urbaniec is a fantastic advisor and I am very happy with the results. Anyone would be lucky to have him and his team managing their portfolio.

5
Date of experience: May 04, 2025
Xavier Adams
Bayside Asset Management

Despite the current financial uncertainty, I’ve been really impressed with Bayside’s organized and thoughtful approach. They walk you through every step, ask the right questions, and really focus on understanding your goals before talking solutions. It’s not a ‘one size fits all’ pitch, it feels like they genuinely want to build the right plan for each person. Definitely a standout in terms of structure and clarity.

5
Date of experience: May 01, 2025

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Business Details

  • Bayside Asset Management is a Sydney-based boutique firm specialising in investment and wealth management services for individuals, families, and corporate clients. Our mission is to deliver consistent, risk-managed returns through carefully structured investment strategies and exclusive market opportunities.

    Our services include investment management, corporate advisory, and market research. Clients benefit from access to a diverse range of investment opportunities including equities, private credit, and capital markets transactions such as IPOs and pre-IPOs.

    As an independent firm, we are committed to offering clear and informed general advice to support clients in making their own investment decisions. Our team brings extensive experience across Australian and global markets, underpinned by sound research and a focus on risk-adjusted outcomes.

    We aim to simplify the investment process through ongoing market commentary, educational insights, and access to institutional-grade investment options, helping clients stay informed and confident in their financial choices.See more

  • email info@baysideam.com.au
  • call 0272518714
  • language https://baysideam.com.au

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