Financial Adviser Clayfield

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Financial Adviser Clayfield

Secure your family’s future with help from Blue Tree Financial Planning. It’s more critical than ever to reevaluate your finances and develop new strategies to build wealth in today’s modern world. With our expert financial services, you can preserve what you have today and build for tomorrow. 

We offer the best financial advice for Clayfield residents. But don’t take it from us, read our online reviews!

financial planner

What are the Benefits of having a Financial Planner?

It’s never too early to start planning your future. Whether you just landed your first job or you’re thinking about retirement, it’s time to take that first step towards financial security and stability.

How Can We Help?

See a Detailed Overview of Your Current and Projected Finances

Take an honest, detailed look at your present financial situation. Our team will compile your data and organise it in a comprehensive, easy-to-understand way. You’ll have a clear picture of your current finances which will highlight your future opportunities.

We’ll Advise you of All Available Investment Opportunities

Our team prides itself on providing complete disclosure of all available opportunities. We’ll show you the best investments for your current situation and help you build towards larger future investments as they become available.

Sound Financial Advice

The advantages of having a financial adviser are endless. Gaining access to a team of professionals who can analyse markets, discover patterns and trends, and keep up to date on legislation changes can make a significant impact on your future wealth. 

Some of the benefits of a financial adviser include:

  • Development of well-defined, achievable goals. 
  • Customised selection of assets based on your needs.
  • Formation of superannuation strategies.
  • Creation of a roadmap towards your goals.
  • Assistance with the disposition of property.
  • Tax and insurance management.
  • Realistic retirement planning.

Make Blue Tree Financial Planning Your Clayfield Financial Adviser

As one of the premier Financial Advisers in Brisbane, Blue Tree Financial Planning offers a full suite of financial planning services. Discover some of our most popular services.

Investment Advice

As your financial planner team, our successful portfolio managers will provide innovative, insightful investment advice. We remain committed to serving our clients so they can:

  • Enjoy a financially stable lifestyle.
  • Ease through economic downturns.
  • Spot moves in the market and capitalise on them.
  • Analyse emerging investment strategies.
  • Comprehend complex investment philosophies.

Retirement Planning

How your retirement plays out will mostly depend upon your goals and the decisions you make to accomplish them. However, our Brisbane financial advisers can still help you set your retirement priorities, develop a series of stepping stones to reach them, and provide the strategies and advice needed to enjoy the retirement you want.

Superannuation Advice

Take an active approach to managing your super. Most people think about making changes to their superannuation funds however few ever do. At Blue Tree Financial Planning, give superannuation advice in several ways, including:

  • Which Fund to choose. 
  • Investment and analysis.
  • Insurance solutions.
  • Minimisation of fees.
  • Consolidation. 
  • Early access to funds.


Everyone needs to budget, but no one likes to do it. At Blue Tree Financial Planning, we understand that budgeting represents the foundation upon which you can build your portfolio over time. Get a firm grasp of your personal finances, create savings and investment goals, and use tried and true budgeting practices to make the most of what you earn.

Tax and Estate Planning

Protect your family and create a lasting legacy by establishing an estate plan. This clarifies what will happen to your assets if you suddenly pass away or become incapacitated. It also provides several crucial tax benefits. Our estate planning experts will make it so you can give as much as possible to your specified beneficiaries while avoiding unnecessary taxes.

Take control of your future by engaging a trusted financial adviser in Clayfield. Call Blue Tree Financial Planning on 07 3315 5438 or book a call here.

We also offer financial planning services to residents in these suburbs:

Albion, Ascot, Aspley, Chermside, Enoggera, Everton Park, Geebung, Gordon Park, Grange, Hamilton, Hendra, Kalinga, Kedron, Lutwyche, McDowall, Mitchelton, Northgate, Nundah, Stafford, Wavell Heights, Wilston, Windsor, Wooloowin and all Brisbane Northside locations.

“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…​”


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.


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.


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.


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.


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.


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