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 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. ria santos01/03/2024 We are extremely pleased with the exceptional financial advisory services of Blue Financial. Jarrod’s timely and practical advice has helped us gain confidence and discipline in managing our finances effectively. He worked with us to develop a realistic strategy based on our priorities and what we’d like to achieve. Always responsive and an excellent sounding board, Jarrod has been invaluable in addressing our financial queries. Highly recommend their expertise! Ash Martin13/02/2024 Thank you Jarrod, For your timely and professional knowledge in assisting my wife and I to set up a financial plan for our future. We really appreciate your approachability and patience. You have gone above and beyond for us. We are so grateful to have been referred to see you. Zoe Collins10/11/2023 Couldn't recommend Jarrod enough. He took the time to explain the best financial advice that suits our individual situations. We had a great experience. Lachlan Ware23/10/2023 I have found this service to be very satisfactory. Great communication and a strong focus on my future financial goals. Asher Wedding16/06/2023 Jarrod was super friendly straight off the bat and continued to provide detailed money management strategies throughout the session. I appreciated Jarrod's knowledge and insights into the finance world. Thank you Alana Russo15/06/2023 Jarrod was incredibly helpful in providing my partner and I possible financial strategies to assist us in achieving our goals. Prior to our appointment, Jarrod provided us with reflective tools to establish our financial and personal goals which meant our session in person was very productive. Jarrod made us feel very welcomed and left us feeling empowered to achieve our goals. I'd strongly recommend Blue Financial.Google rating score: 5.0 of 5, based on 44 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