Adviser Services

Our Approach & Fees

At Blue Tree Financial Planning we understand that everyone is unique, that’s why we treat our clients as individuals and take the time to get to understand your financial goals. Using our 4 step process we’ll work with you to create a plan for your future.

Our Services

Budgeting & Cash Flow Management

A detailed strategy, coupled with good habits and disciplines is the best way to achieve financial security. Often our wealthiest clients are not the ones earning the most – rather those that make the most of what is available to them. Even modest income earners can find themselves incredibly secure with the right strategy and team.

Debt Management &

If debt is giving you stress, is it really worth having? Admittedly, at some point in time we’ll all find ourselves in debt.. However, we don’t believe debt should determine our lifestyles. We help create strategies, structures and the habit changing formulas that ensure that your debt is paid off ASAP.

Retirement Planning

Blue Tree Financial Planning specialises in helping you plan for, enter and enjoy your retirement. The best time to start planning for your retirement is now!

Insurance &
Asset Protection

A critical element of financial planning is the management of risk. We specialise in providing strategic advice on a range of risk management and asset protection issues.

Tax Planning

No one should have to pay more than their fair share of tax, and with our help you won’t need to. The best laid financial plans and investment returns can be washed away with taxes. We will work with you to build strategies that make sure that you are more tax effective.

Estate Planning

It is essential to ensure that the people you love are financially protected in the event of your death. Proper estate planning will make sure that your wishes are fulfilled. We work with you and other professionals to ensure that you and your loved ones are taken care of.

Investment Advice

We’ll help navigate the world of investments to ensure you feel confident and equipped to make the right decisions, no matter what stage of life you’re in. If you are thinking of purchasing a property or making a move in to the share market we can compare your options and help to ensure that you are making the right decisions for your future. See more information on our FAQ page

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies mentioned on this website, consult a financial advisor to consider whether it is appropriate for your objectives, financial situation and needs.

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