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?

 

Book a chat

Book a 15 min clarity call with Jarrod Boyd

Book a chat

Book a 15 min clarity call with Chris Emmerson
Peter V
Peter V
18/03/2024
Quality Financial Planning business that puts clients first
ria santos
ria santos
01/03/2024
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 Martin
Ash Martin
13/02/2024
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 Collins
Zoe Collins
10/11/2023
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 Ware
Lachlan Ware
23/10/2023
I have found this service to be very satisfactory. Great communication and a strong focus on my future financial goals.
Asher Wedding
Asher Wedding
16/06/2023
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 Russo
Alana Russo
15/06/2023
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.
Steve B
Steve B
19/02/2023
We worked with Jarrod recently to get general advice on our finances. He was great to work with. He is very knowledgeable, and we left our meeting feeling much more informed on a range of financial issues that we sought his advice on.
Jeremiah Schliefert
Jeremiah Schliefert
24/10/2022
Jarrod at Blue Financial has done an amazing job helping organise our finances, super and shares accounts. Explaining every in great detail and making it easy to understand. Would definitely recommend and am looking forward to continuing to work together with him
Jessica Peart
Jessica Peart
24/10/2022
Jarrod has been fantastic to help us set up our investing online journey and been a support in our goal to retire early. Highly recommend even just to get some advice, jarrod will always do his best to help you.

The value you will receive

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

Book a chat

Book a 15 min clarity call with Jarrod Boyd

Book a chat

Book a 15 min clarity call with Chris Emmerson