Book a Call with a Bayside Investment Manager
A no-obligation conversation about your portfolio, income goals, and the investment options available through Bayside Asset Management.
Typically 20–30 minutes. Complimentary, no pressure.
Bayside works with a broad range of investors across Australia:
Self-managed super fund (SMSF) trustees
High and ultra-high-net-worth individuals
Private wealth and family office clients
Companies, corporate treasuries, and trusts
Investors seeking a second opinion on their current portfolio
Whether you're reviewing your current strategy or building a new portfolio, we can help.
Download our practical tools, strategic frameworks, and mindset hacks to elevate your property game, make smart moves, and dominate the market!
Book a Call with a Bayside Investment Manager
A no-obligation conversation about your portfolio, income goals, and the investment options available through Bayside Asset Management.
Download our practical tools, strategic frameworks, and mindset hacks to elevate your property game, make smart moves, and dominate the market!
Typically 20–30 minutes. Complimentary, no pressure.
Bayside works with a broad range of investors across Australia:
Self-managed super fund (SMSF) trustees
High and ultra-high-net-worth individuals
Private wealth and family office clients
Companies, corporate treasuries, and trusts
Investors seeking a second opinion on their current portfolio
Whether you're reviewing your current strategy or building a new portfolio, we can help.
Our services
Bayside provides access to a wide range of investment solutions:
Income-generating allocations — private credit and fixed income
Private market assets — private equity, real estate, Venture Capital, structured credit
Equities — direct holdings and managed portfolios
Managed funds and model portfolios
Structured products
Portfolio construction and ongoing review
Our services
Bayside provides access to a wide range of investment solutions:
Income-generating allocations — private credit and fixed income
Private market assets — private equity, real estate, Venture Capital, structured credit
Equities — direct holdings and managed portfolios
Managed funds and model portfolios
Structured products
Portfolio construction and ongoing review
On the call, we'll cover:
A clear view of Bayside's services and the options best suited to your situation
Benchmarking of current yields and returns across our fund partners
An independent look at your portfolio structure — direct, platform, or SMSF-compatible
Straight answers to your questions — no pitch, no pressure
On the call, we'll cover:
A clear view of Bayside's services and the options best suited to your situation
Benchmarking of current yields and returns across our fund partners
An independent look at your portfolio structure — direct, platform, or SMSF-compatible
Straight answers to your questions — no pitch, no pressure
About Bayside Asset Management
At Bayside, we believe every serious investor deserves access to institutional-quality opportunities — not just the top end of town. We curate investment solutions across private credit, private equity, structured products, and listed markets, working with Australia's leading fund managers and direct market partners.
Montgomery Asset Management Pty Ltd ABN 53 679 155 509, trading as Bayside Asset Management, is a Corporate Authorised Representative (No. 1311486) of Intelligent Planning, trading name of Dirigere Advisory Pty Ltd ABN 57 640 403 836 AFSL 524371.
Backed by Australia’s Leading Financial Platforms
Hear directly from our clients through verified Trustpilot reviews.
"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."
"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."
"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."
Frequently Asked Question
Is there any cost?
No, the initial call is complimentary.
Am I obligated to invest or commit to anything?
Not at all. Many of our long-term client relationships started with a single conversation.
What should I bring?
Nothing is required. If you'd like specific portfolio feedback, a recent statement is helpful but not essential.
Who will I speak with?
One of Bayside's wealth managers. You'll see their name and photo when you book.
How quickly can I book?
Most clients are scheduled within 3–5 business days.
Is this personal financial advice?
The initial call is general in nature. If you decide to work with us, we can move into formal advice from there.
Book Your Complimentary Portfolio Review - worth over $500 dollars
Speak with a Bayside adviser to explore income and growth strategies aligned with your financial goals. No pressure and no obligation, just a straightforward conversation about your options.
Address:
Level 1, 23 O'Connell Street, Sydney NSW 2000
Call:
02 7251 8714
Email:
Montgomery Asset Management Pty Ltd ABN 53 679 155 509, trading as Bayside Asset Management,
is a Corporate Authorised Representative (No. 1311486) of Intelligent Planning, trading name
of Dirigere Advisory Pty Ltd ABN 57 640 403 836 AFSL 524371.
Bayside Asset Management only provides general advice on financial products. All information
on this page is of a general nature only and does not take into account your personal financial
situation, objectives, or needs. Before acting on this information you should consider whether
it is appropriate for you in light of your personal circumstances. Where applicable, you should
obtain and consider a Product Disclosure Statement before making any investment decision.
Targeted returns are not guaranteed. Past performance is not a reliable indicator of future
performance.