Retirement Planning

Advice to be Retirement Ready

We listen and take the time understand the lifestyle you would like to have.

Once we understand your goals we apply our knowledge and expertise to formulate a plan that is unique to your needs.

We want to help you live your ideal life!

The value you will receive

Proven steps we always follow

Invest We invest your money following a disciplined approach rather than trying to outwit the market.

Tax minimisationWe reduce your tax payable though the different structures and strategies available.

SuperannuationWe ensure your superannuation is cost effective, simple to understand & has quality investment options to match your needs and goals.

Age pensionWe maximise your Age Pension though the different strategies available.

B
01/05/2022
Verified
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
25/04/2022
Verified
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
27/02/2022
Verified
Highly recommend. Jarrod offered some great advice for my situation!
Sarah Byers
23/02/2022
Verified
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
10/02/2022
Verified
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
10/01/2022
Verified
jarrod goes out of his way to help and that's what i like
Nathan Hargreaves
30/12/2021
Verified
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
01/12/2021
Verified
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
12/11/2021
Verified
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.

Our Process

Step 1
DISCOVER
We take the time to understand your current financial position, along with your personal goals & ambitions
Step 1
Step 2
SOLUTIONS
We identify which financial strategies to utilise that will put you on the path to achieving your goals, ambitions & ideal life
Step 2
Step 3
UNDERSTANDING
We present to you the financial strategies that will best put you on the path to you achieving your ideal life and all that is important to you
Step 3
Step 4
ACTION
Once agreed which strategies are to be deployed we implement the plan on your behalf
Step 4
Step 5
PROGRESS
One thing is certain, and that is change. Whether it be change in legislation, interest rates, investment markets, or your goals and objectives. We regularly review the performance of your strategic plan to ensure it continues to meet your objectives
Step 5