Grow Your Wealth

We help busy professionals with young families take their wealth to the next level

The 3 Step Wealth Creation System

1. Goal setting & life values
2. Optimise your cash surplus
3. Do smart things with your cash surplus...

Savings / Shares / Property / Super / Debt / Insurance

I took up the offer of a free initial consultation essentially to ask a single question and that first conversation and follow up interview far exceeded my expectations! Jarrod and team are extremely knowledgeable but more importantly very patient and take the time to fully explain all your options, answer your questions (including all the very basic ones) and carefully consider your own individual circumstances before offering advice. There is no pressure to go in any particular direction, it is genuinely up to you. Regardless of if you are an experienced investor, or very new to it (like me), there is probably something they can help you with, and if they can't they will honestly tell you so. I can't recommend them enough.
Alice Guinea
Jarrod Boyd has been our Private Client Advisor since my husband I moved to Ballarat over 10 years ago. He has made all of our finacial transitions effortless, seemless and without fuss. Nothing is too much trouble for Jarrod and he is alway happy to take our calls or emails if we have a quick query without having to make an appointment. Jarrod regulary keeps us abreast of any new products or anything that my be of help or concern to us via email or text. It is also comforting to us that Jarrod is here in Ballarat so we are able to speak with him face to face. We truly appreciate his old fashioned personal service, knowledge and professionalism, unlike alot of organisations where you are just a number and have to do everything online. We are both excited to work with Jarrod for many years to come and looking forward to our financial future.
Sonia Marquardt
Highly recommend. Jarrod offered some great advice for my situation!
Sarah Byers
We got so much out of discovery meeting with Jarrod. It has helped us make decisions about our finances that we had been unsure or didn’t not know about. Thank you
Susan Cochrane
Jarrod Boyd - a huge thanks for setting up my super for retirement recently. I loved that you listened and articulated back to me clearly what I wanted, you gave me options to consider (which was so helpful and clarified my mind with answering my many questions). I so appreciated the time, choices and clarity that you gave me. I’m now set for success and retiring happily. Huge knowledge and excellent skills. Thanks!
peter j russell
jarrod goes out of his way to help and that's what i like
Nathan Hargreaves
Would highly recommend Jarrod. He is very knowledgeable and explains things in a simple way which is easy to understand. I fully trust the advice that he provides.
David Long
Jarrod Boyd is an excellent financial advisor who always provides well thought out advice and always has my financial situation as the basis of any advice he offers. I would highly recommend him for anyone looking for financial advice.
Kay Thompson
Jarrod from Blue Financial has helped to guide us with his extensive knowledge of the best way to help our super growth as we edge towards retirement.

How it works

Step 1
Intro phone chat: 15 min
You book in time. You complete a 5 min pre-chat questionnaire. We call you. We both decide if there is potential to work together and move to Step 2.
Step 1
Step 2
Discovery meeting: 60 min
An online or face to face meeting where we get to know each other better. We delve deeper into your goals, values, and we discuss potential strategies we could use to achieve your goals and create wealth.
Step 2
Step 3
Strategy meeting: 60 min
This is the stage we have agreed to work together. We delve into the finer details of the financial strategies that will best put you on the path to you achieving your goals and creating wealth.
Step 3
Step 4
Action meeting: 60 min
We have now prepared your road map to your ideal life. You sign off on the plan and the implementation commences.
Step 4
Step 5
Progress meetings
One thing is certain, and that is change. Whether it be a change in your family, what's important to you, changes in legislation or investment markets, we are here to guide you. Financial planning is an ongoing process that helps you make confident decisions about today and tomorrow.
Step 5

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