Blue Financial is a family-owned business with over 30 years of existence. Chris Emmerson, Jarrod Boyd and Anthony Costigan are the Directors. They hold a financial planning license through AMP Financial Planning Pty Limited, one of Australia’s largest financial planning networks. Through their partnership with AMP Financial Planning, they benefit from industry-leading training, support, research, and development. Blue Financial is here to help you overcome life’s obstacles, make better decisions with the support of personal financial advice and ultimately, help you live your best life. They will challenge you to dream bigger. They have access to independent, specialised investment options through Elston Asset Management, a global investment leader. Blue Financial and Elston Asset Management make for a great partnership through its shared investment values. They will assess strategies to maximize your retirement income, whether you are in the early stages of retirement planning, approaching retirement, or already retired. They assist individuals in initiating their online investment journey and guide to achieve their goal of early retirement.
INVESTMENT PHILOSOPHY:
• Genuine diversification
• Tax efficiency
• Transparency
• Good value
• Long-term proven track record of strong performance.
• Online Appointments.
• On-site Services.
3 Best Financial Services in Ballarat, VIC
Expert recommended Top 3 Financial Services in Ballarat, Victoria. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
BLUE FINANCIAL BALLARAT REVIEWS
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.
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.
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.
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Andrew Rowan Wealth Management has been devoted to assisting their customers in uncovering their hopes & aspirations for their desired way of life for over twenty five years. Andrew Rowan, the Principal and Managing Director, is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), holding a Diploma in Financial Planning. The firm's mission is to guide individuals in realizing their hopes and dreams with certainty. By collaborating closely with clients, they develop and implement a personalized financial life plan, empowering them to lead their ideal life sooner rather than later. Andrew Rowan Wealth Management is committed to understanding & working diligently to assist their customers in achieving their aspirations. Recognizing that success means different things to different people, the firm invests time in comprehending each client's unique priorities. Supported by academic and science-based research, they believe in an investment solution backed by a robust process to ensure better long-term outcomes for investors.
UNIQUE FACTS:
• On-site Services.
• Online Appointments.
• 15-minute Consultation.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ANDREW ROWAN WEALTH MANAGEMENT REVIEWS
When we met Andrew nearly 19 years ago we had shopped around for a financial planner who listened, understood us and wasn't aligned with any particular product. We wanted solid and unbiased advice. Well we got all of that plus so much more with Andrew! Andrew listens to what it is we want our lifestyle to be and he works hard to get us there. From share portfolios, to super, self managed superfunds, investments, business purchases, insurance, budgets, Andrew has delivered so much for myself and my husband. He takes an interest in our family and what we do. His advice is very practical and he explains it very well so that we truly understand what it is we are trying to achieve and exactly how we will achieve. We have ticked some big goals in out finances and I know it is because of his advice. If you are looking for some solid financial advice to deliver your long term goals i truly recommend that you speak to Andrew.
I don't often take the time to write google reviews, but when an people like Andrew and the team at ARWM continue to go out of their way with genuine empathy, respect and an understanding of my family's needs its pretty easy to take the time to write a review. Thank you for 15 years of support and for making the complexities of financial planning, insurance and superannuation simple.....
Andrew has provided sound investment advice that has allowed significant gains to be achieved over the years. With Andrew you know that your investments are in safe hands. I would highly recommend Andrew for his investment advice and service.
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Woodward Nhill Financial Planning recognizes the uniqueness of each client and is committed to delivering personalized financial plans and advice. Co-founder and current principal, Peter Gersch, spearheads the firm in gaining a comprehensive understanding of clients' lives, offering pertinent and practical guidance and support. The team, consisting of qualified financial advisers, guides various services, ensuring a thorough grasp of clients' goals and the provision of tailored strategies. By comprehending the intricacies of clients' financial situations, they empower them to make informed decisions. Woodward Nhill Financial Planning is devoted to transparency, elucidating financial complexities in an understandable language and offering advice on all financial aspects. The firm's strategy is fully integrated, aligning with clients' ultimate needs. A friendly support team accompanies clients throughout their journey, addressing any inquiries they may have. With a focus on listening, understanding, and caring about clients' concerns, Woodward Nhill Financial Planning provides individualized service. Another branch is located at Southbank.
UNIQUE FACTS:
• Ongoing Support.
• Exceptional Personal Service.
• Ease And Convenience.
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WOODWARD NHILL FINANCIAL PLANNING REVIEWS
I became a client of Woodward Nhill some years ago when I was struggling financially. The company was recommended to me by my accountant. Since then, with the help and guidance of the friendly, knowledgeable financial planner, my situation has changed and I am now on top of all things financial. Woodward Nhill’s service is excellent. Nothing is too much trouble, with everything being explained patiently and no pressure to make decisions quickly. Emails and calls are answered in a timely manner. I highly recommend the services of Woodward Nhill.
Sometimes you just need that right person to sort your finances, future planning & ensuring your covered if anything unfortunate occurred. I’m so grateful for Paul's assistance, honesty & continually keeping myself informed of best paths for my Super & life insurances. I personally highly recommend Paul & his team to get the best outcome, support & guidance.
I have been a client for over six years with Paul Bilson and the rest of the crew at Woodward Nhill. I have always found them very efficient and knowledgeable not to mention super friendly and genuine people. It is always great dealing with them whether it be email, phone or in person. Highly recommend them to any one.
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