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.

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.
Always very helpful and explaining things very well. I would highly recommend.
Matthew Allen
Easy to relax and explain things in simple terms

Our Process

Step 1
We take the time to understand your current financial position, along with your personal goals & ambitions
Step 1
Step 2
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
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
Once agreed which strategies are to be deployed we implement the plan on your behalf
Step 4
Step 5
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