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!

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Kay Thompson
12/11/2021
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.
astron111
11/11/2021
Always very helpful and explaining things very well. I would highly recommend.
Matthew Allen
10/11/2021
Easy to relax and explain things in simple terms
Nigel Bright
04/11/2021
Since starting our business in 2015 we have be using jarrod for all our business & personal financial advice. Always very professional service. Great advice and great service Highly recommend
Tim Goode
03/11/2021
Navigating the different types of insurances to cover yourself can be quite painful & overwhelming. Engaging Jarrod & the team at Blue Financial to manage the process was a no brainer. The professionalism and advice I received from Jarrod & the team was outstanding. I have no hesitation in recommending Jarrod & the team at Blue Financial.
Philip Hourigan
03/11/2021
We have been clients for about 3 years and when we first went to Jarrod we were in a finance mess but with his advice and non-judgemental approach we have finally emerged with a real clear financial plan. Jarrod listened to were we wanted to go and offered advice, help sort out our super and help us find our way. Thank you Jarrod and team.
Jane Scheggia
03/11/2021
Had a phone meeting with Jarrod this morning. He is always lovely to chat with, helpful and informative. I would thoroughly recommend Blue Financial.
Bridget Moyle
27/10/2021
Thanks Jarrod! 😊 I enquired about some financial matters, Jarrod listened attentively and responded with helpful advice. Friendly, professional, and promptly service - with Jarrod taking time out of his day to assist and provide a service best suited to my situation. Thank you very much, would recommend! 🙏😁
Forever SkinFit
08/10/2021
Jarrod made the whole experience of getting insurance painless. When having to make a claim it was even easier and the payment came through the next day. Thanks for all your help Jarrod in a difficult time

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.

We want you to have more freedom to do what you want, when you want, without any worry.

PROVEN STRATEGIES WE USE TO HELP YOU

INVEST

We invest your money following a disciplined, evidence based approach.

SUPERANNUATION

We effectively utilise your superannuation options: low fees / quality investment options / simplicity to manage / income stream options.

TAX MINIMISATION

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

AGE PENSION

We maximise your Age Pension though the different strategies available.

MARKET RISK

We avoid having to sell down growth assets in a market correction by having adequate defensive assets.

LONGEVITY RISK

We ensure you won’t run out of money by having exposure to quality growth assets.

Retirement Planning

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

If you have never spoke with a financial planner before this is the best place to start. Please take advantage of our complimentary  no-strings-attached introductory chat. We will give you an insight into how to best become retirement ready.