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0861 229 123 (0861 Bay 123)

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Investment PlanningBay Union Investment Planning Services (Pty) Ltd

Bay Union Investment Planning Services (Pty) Ltd houses our financial planning advisory and investment management services. It is staffed by experienced and highly competent professional financial planners who, in turn, are supported by a very capable administration team.

Financial Planning encompasses Estate Planning, Wealth Creation & Asset Consulting and is a life-long relationship.

Bay Union Investment Planning Services (Pty) Ltd is an authorised Financial Services Provider - License No. 645. Our compliance function is outsourced to Moonstone Compliance (Pty) Ltd. 


Bay Union Investment Planning Services Financial Planning Bay Union Investment Planning Services Asset consulting
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