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BLUE TREE

Financial Planning

Providing holistic tailored advice to help you navigate the financial landscape at each stage of life.

Financial Planning for All Stages of Life

You deserve peace of mind when it comes to your finances. That’s why we offer comprehensive financial planning services designed specifically with you in mind. No matter what stage of life you're at, our financial planning services will give you and your family financial security today and into the future.

Let us help secure your financial future today!

Our 4 Step Process To Create Your Plan For The Future

Discovery

Before we can help, we need to understand you, your money and your goals for the future. This is also an opportunity for you to get to know us, how we can help and any costs involved.

Strategy Development

Once we have a clear understanding of your financial position we'll create strategies to help you to achieve your financial goals.

Advice Document & Implementation

You'll be provided with an advice document that will clearly detail how you will achieve your financial goals. Upon agreement we'll implement the recommended strategies on your behalf.

Keeping your plan on track

We’ll provide you with ongoing support to help you navigate through the financial complexities associated with each stage of your life. Regular monitoring and management of your strategies will ensure your plan will be agile enough to adapt to your changing needs, which is key to your long-term success.

Your Brisbane Financial Planner

Financial Planner Matthew Scherhag has worked in the financial services industry for over 14 years and has extensive experience and qualifications in all aspects of financial planning. To ensure a high quality service, Matthew works with a small number of clients which enables his clients recieve expert advice and guidance. With a strong focus on high quality relationships, Matthew provides his clients with the confidence to make important decisions about their financial future.

Blue Tree work with you to create a plan that’s tailored specifically towards achieving your financial goals. That’s why our process is built around getting to know who you are as an individual and what matters most in your life. We offer a range of financial services  including retirement planning, budget management, investment advice, estate planning, tax advice, superannuation structuring  as well as insurance and asset protection.

TESTIMONIALS

Very professional service. Matthew has been (and is) an excellent, supportive and quality financial planner. He is responsive and provides tailored advice to suit my circumstances. I would highly recommend Blue Tree Financial Planning.

TESTIMONIALS

Matt Scherhag has been our Financial Planner for quite a few years now and we have always found Matt to be extremely knowledgeable and professional but more importantly someone who really listens to us and is interested in our specific needs. Matt is extremely easy to talk to and always takes the time to go over every detail with us. I have no hesitation in highly recommending Matt.

TESTIMONIALS

Matt has always been ready to answer any questions my husband and I have had, and very patiently explains what he's suggesting for us. He is very approachable and never makes us feel foolish when we ask for more information. I strongly advise you to talk to Matt and his capable team to guide your future.

TESTIMONIALS

Matthew is a knowledgeable planner who is always looking out for ways for clients to reach their financial goals sooner. He takes the time to find out what is important to the client and then works on a strategy to put this in place as quickly as possible. We would highly recommend Matthew, Sherilee and the whole team to anyone who is looking at getting their finances in order.

TESTIMONIALS

I appreciated the very personal approach and the depth of detail that Blue Tree Financial went to, when I started with them last year. I now have a healthy superannuation fund that suits my exact requirements. Even better, the cost of the information I received was more than covered by the savings I made from putting the advice into action.

TESTIMONIALS

anyone interested in investment or superannuation plans, I highly recommend BLUE TREE FINANCIAL PLANNING. Matt is very professional and sincere with all the advice that he gives

Helping You Achieve Your Financial Goals

We understand that everyone is unique. That's why we take the time to understand your financial goals and it all starts with a conversation...