We are a high touch provider of personal and professional financial advice designed to allow our successful and busy clients to grow their wealth while also enjoying life along the way. Our focus is a combination of planning for the long term future, but very importantly taking time out to smell the roses at every opportunity, as we navigate our client’s lives through the challenges that invariably occur. Our approach maintains a level of friendly discipline to ensure our clients stay on track while bringing to the table state of the art investment platforms and personalised investment portfolios delivered from our experienced and dedicated investment team.As our clients experience the peace of mind they are seeking in their lives, they have the freedom to set new goals across all facets of their lives. An important part of our process is to motivate our clients get really clear about the lives they wish to lead and then help them plan and invest to make those aspirations a reality.

Committee Member

BAYSA Ltd (Barwon Youth) is a subsidiary of the recently amalgamated Barwon Child Youth and Family (BCY&F).