Retirement Planning
Advice to be Retirement Ready
We listen and take the time to understand the lifestyle & goals you have for retirement.
We apply our knowledge and expertise to formulate a plan that is unique to your needs.
We will look at how you can maximise your income in retirement, whether you’re a long way off retirement, close to retirement, or already retired.
Planning for your retirement can never begin soon enough!
Common questions
- What is the best way to save for my retirement?
- How can I reduce my tax?
- How will I pay for my lifestyle when I stop working?
- How much superannuation do I need?
- How should I structure my assets in retirement?
- How long will my money last?
- Do I need to think about who will receive my assets in future?
- What Centrelink benefits will be available to me?
Anthony Traynor29/07/2025 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 Kruse23/07/2025 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 Delft17/03/2025 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 Harding27/02/2025 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 Wallace21/02/2025 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 😊 julia lindsay21/11/2024 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 Sultana23/09/2024 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 Warren19/09/2024 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.Google rating score: 5.0 of 5, based on 51 reviews
The value you will receive
We filter through the noise and information overload. Pointing you in the right direction.
We take the worry away by knowing when to be concerned and when it is a false alarm.
We give you the power and confidence to make meaningful and informed choices.
We aim to reduce any unwanted anxiety about your future, giving you the ability to sleep soundly at night.
Free Download: The Retirement Ready playbook
by Jarrod Boyd | A guide for people aged 50 - 67 to plan their retirement with confidence | Unleash the next chapter of your life