Lumiant technology | Helping you live your best life
Anthony Traynor
29/07/2025
Have sought advice on numerous occasions from Blue Financial and received excellent advice provided by Jarrod. Very easy to understand planning advice with detail that provides great comfort in retirement planning. The service can't be faulted. Timely reminders, emailed education video, personalised video advice and meeting summary notes all provided. Thanks Jarrod
Joanne Kruse
23/07/2025
When I first began thinking about retirement, I had no idea where to begin. I approached Jarrod at Blue Financial Ballarat. His advice and professionalism has allowed me to retire from full time employment. Using my superannuation that has been invested with a company who has my best interests at heart. I can now live life how I wish, without the financial burden,
Thank you, Jarrod.
Jerry van Delft
17/03/2025
I was able to retire earlier than expected after working with Jarrod to sort out my finances. Jarrod provided great advice and support in my transition and in setting me up for retirement. I feel comfortable with my decision and confident that in working with Jarrod, I have a healthy financial future. I don't hesitate in recommending Jarrod and Blue Financial for great retirement planning and advice.
Jeff Harding
27/02/2025
Chris capably and competently assisted both of us with reviewing and sorting out our retirement plans. Converted our super into a retirement stream, and most appreciated of all assisted us through the minefield of Centrelink to successfully apply for the Aged Pension. We also appreciated Chris working through some of his holiday time to expedite the process for us (thanks Chris)
We can confidently recommend Blue Financial Ballarat, and in particular Chris, for their expertise.
Jeff and Maryanne H.
Peter Wallace
21/02/2025
My husband and I went to see Jarrod at Blue Financial regarding our retirement plan.
We were both a little apprehensive about the meeting. We found Jarrod very approachable and easy to talk to. He was able to explain everything clearly and was obviously very knowledgeable. Jarrod answered all the questions we had and made the whole process stressless. Jarrod has always made himself available to answer any queries we had. We would recommend Jarrod and Blue finance to anyone considering seeing a financial advisor.
Thank you Jarrod for putting our minds at ease and making this entire process easy.
P&C Wallace
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julia lindsay
21/11/2024
I was at a loss as to how to prepare for my retirement and how to get started with my super fund and centerlink.
Jarrod provided me with information and tools to move forward with my retirement planning .
The information he provided me made me feel more secure about my future.
I would definately recommend anyone who is at a loss with their retirement planning to speak to Jarrod.
Anthony Sultana
23/09/2024
Was very worried about our financial future but after one meeting with Jarrod, I was put at ease. No question too stupid, ,explained everything in simple terms . Looking forward to the future now. Highly recommend.
Leanne Warren
19/09/2024
Jarrod was very professional, helpful and made me feel at ease with the questions I had about my current and future retirement plans. I came away from my free appointment with him feeling more at ease knowing the direction I am heading. I would certainly use his services if I was in a position to invest money.
