Investment Advice

Investment Advice

Brisbane / Services / Investment Advice

Investment Advice

Take care of your future security with our helpful investment advice. Book a call here to talk to a financial adviser about your investments. 

Investing in your future wealth, whether that be in shares or property, is a vital skill in creating long term wealth and security for you and your family. It’s critical to seek investment advice to ensure your success.

We give custom investment advice based on your specific financial situation and appetite for risk. We understand what it’s like to be inexperienced with investing or not know what market to invest in. We eliminate your confusion with valuable investment advice aligned with your life goals.

When you don’t know what to do with investing, you don’t have to be in the dark. We are here to help shine the light on your financial goals and get a head start on your financial security.

Useful Investment Advice

Investing can be a wise decision at any stage of your life. With investing comes navigating its many challenges, and this is where our investment advisory team can be most effective. Investment advice is helpful for the following:

  • Understanding volatile stock markets
  • Entering a new investment
  • Planning your retirement
  • Setting up funds for your family
  • Managing and consolidating debt

We can give you investment advice for all of life’s situations. Our team’s guidance will provide you with the confidence you need to invest in your future

Develop Your Investment Plan

Our systematic approach leaves you with peace of mind that you can make wise decisions with your investments. We learn the ins and outs of your financial situation to give you the best advice. Whether you want to take advantage of an investment property or are curious about the benefits of super funds, we can help you. 

After learning about your situation, our team goes over different strategies and answers all your questions. Our investment professionals analyse and compare your options and develop an investment plan with you. We then detail these strategies and agree on which ones to implement.

We provide you with everything you need to know to carry out your investment plan. Our team tracks your progress and supports you every step of the way. You can rely on us at any time for reliable, insightful advice.



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How Our Investment Process Can Benefit You

Investing with wisdom is crucial. Having a wealth manager or financial advisor to assist you with wealth creation makes a big difference in your investments. Whether you already have long-term investments or are just starting, relying on good advice can make or break your financial security. Our process for investment advice is very straightforward. Our team of professionals has years of experience investing. We give investment advice in Brisbane based on market analysis and facts rather than feelings to help maximise your return. Our process has many benefits compared to going it alone when investing. Blue Tree Financial Planning’s process gives you the knowledge to:

  • Maintain financial security
  • Stay up to date with investment strategies
  • Taking advantage of market trends
  • Be confident when making new investments
  • Stay in control during economic downturns
  • Maximising your wealth
  • Understanding unfamiliar investment concepts
  • Planning for financial emergencies

Our friendly customer service paired with honest and analytical advice gives you the comfort and confidence to plan for your future success. We help you grow your investment portfolio as your life, priorities, and investments change. Blue Tree Financial Planning gives you the keys to financial security with investment advice in Brisbane. Start planning for the protection of your financial future by booking a call with a Finanical Planner here.

Transitioning To Retirement

Retiring represents a major milestone for many people. You start a new chapter of your life where you can explore your interests and embrace a new lifestyle. We help with the transition to retirement by assisting with your financial planning.

Our team takes steps to protect you against financial risk while helping you get the most out of your returns. We can find ways to diversify your portfolio, which often allows you to meet the goals you set for your retirement.

Additionally, we can adjust your retirement plan to meet your lifestyle and needs. Our team doesn’t believe in a one-size-fits-all retirement plan. Instead, we work with you to develop a strategy that addresses your goals and how to meet them.

We Take Care of Your Superannuation

Your Super provides a large percentage of retirement savings for many people in Brisbane and around Australia. We understand how to handle these funds on your behalf. You might have multiple funds if you worked more than one job. Our team can track down all your funds and help you to merge them before retirement.

Understanding what you should do with your superannuation funds can be a complicated and difficult process to navigate by yourself. When moving or changing your superannutoin funds you want to have confidence that you are making the right choice. We can take away all of the confusion and help to make sure that you are on track for your retirement.

Speak To Us About Retirement Planning Today

It’s important to start thinking about your future. You can count on our team at Blue Tree Financial Planning to put you first. Book in for a discovery call here to go over the options you have to save money for your retirement years. We’re here to provide you with personalised attention now.



“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…​”

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