Trusted Financial Advice

Strategic. Straightforward. Steadfast.

Clear, practical financial advice designed to support confident decisions over the long term.

We work with individuals and families to bring structure and clarity to complex financial matters.

Helping Australians succeed

Our Clients

Who We Work With

We work with individuals, families and professionals who value thoughtful planning, clear communication, and disciplined decision-making. Our clients typically seek advice that supports both their current circumstances and long-term objectives.

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Individuals

Whether you are building wealth or planning for retirement, we provide tailored strategies to help you achieve personal financial freedom.

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Families

Protecting your family's future through comprehensive estate planning, insurance, and intergenerational wealth transfer strategies.

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Professionals

Busy professionals need efficient, straightforward advice to manage cash flow, tax obligations, and investment portfolios effectively.

Our Philosophy

Our Approach

Our advice is grounded in strategy, delivered in a straightforward manner, and guided by steadfast principles.

We focus on understanding your circumstances, objectives, and priorities before developing advice that is practical, appropriate, and aligned with your long-term interests.

We believe good advice should be clear, well-reasoned, and easy to understand - not overly complex or sales-driven.

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    Strategic

    Every decision is made with the long-term view in mind, aligning your financial resources with your life goals.

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    Straightforward

    We cut through the complexity. No hidden fees, no confusing terms—just clear, actionable advice.

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    Steadfast

    We are your consistent partners through market cycles, providing stable guidance you can rely on.

Our Expertise

How We Can Help

Comprehensive financial solutions tailored to your unique circumstances.

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Superannuation

Optimizing your super structure tailored for tax efficiency and long-term compounding growth.

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Retirement Planning

Creating clear pathways to a secure retirement, ensuring your lifestyle goals are met and maintained.

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Personal Investment

Strategic investment advice tailored to your risk profile to grow your wealth sustainably outside of super.

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Personal Risk Insurance

Protecting you and your loved ones against unforeseen events with appropriate cover structures.

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Cash Flow & Debt

Smart strategies to manage cash flow effectively and structure debt to your advantage.

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Estate Planning

Ensuring your legacy is protected and your assets are distributed exactly according to your wishes.

Advice is provided holistically, with each recommendation considered in the context of your overall position.

How We Work

Advice Process

1

Initial Discussion

A no-cost, obligation-free conversation designed to understand your circumstances and outline how we may be able to help.

2

Information Gathering

We gather relevant financial information to build a clear picture of your current position.

3

Strategy Development

We develop tailored strategies aligned with your goals, needs, and priorities.

4

Advice Presentation

Where appropriate, we assist with implementation and provide ongoing advice and review.

5

Implementation & Ongoing

Where appropriate, we assist with implementation and provide ongoing advice and review.

Our Team

About Bastion Advisory

Bastion Advisory is a financial advice practice providing holistic advice to individuals and families.

Curt Hall

Partner | Financial Adviser

Holds a Bachelor of Commerce from Bond University and postgraduate qualifications in financial planning from Griffith University. He began his career as a paraplanner, gaining hands-on experience in preparing advice and supporting financial planners, which provided a strong foundation in financial strategies and the efficient delivery of advice.

Since then, Curt has advised a broad range of clients, with a focus on superannuation, personal investment, insurance, and assisting clients with transitioning into retirement. He is committed to building lasting relationships and delivering guidance that supports clients’ long-term financial goals.

Outside of work, Curt enjoys spending as much time as possible along the coastline, running, surfing, and being out on the water with friends. He is passionate about maintaining a balanced and active lifestyle.

Baydon Smith

Partner | Portfolio Manager

Is the Head of Portfolio Construction and a Partner at Bastion Advisory. He specializes in identifying investment opportunities available in the marketplace and in custom-crafting portfolios tailored to meet each client’s unique needs.

Baydon holds a Bachelor of Science from Northern Arizona University, along with postgraduate qualifications in finance. He has taught financial planning, portfolio management, and investment strategy at the university level, and has also provided portfolio and investment advice to financial planners. His career began in corporate finance, giving him a strong foundation in both strategic analysis and real-world application.

Baydon’s diverse expertise bridges theoretical knowledge with practical implementation. His commitment to client success and passion for education underpin his focus on delivering well-considered investment solutions designed to help clients achieve their long-term goals.

Outside of work, Baydon is a proud parent of two children and enjoys spending time on the water whenever he gets the chance.

We operate with a strong emphasis on professionalism, transparency, and acting in our clients’ best interests. Our role is to help clients make informed decisions with confidence, supported by clear and considered advice.

Get in Touch

If you’d like to discuss your situation or learn more about how we work, you’re welcome to get in touch for an initial discussion.