Take control of your financial wellbeing

At Blue Chip Financial, we believe that careful management of your financial wellbeing is integral to building your wealth. We help our clients to identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy for long-term wealth creation and capital security.

Receive expertly tailored financial advice

Partnering with us provides you with personalised advice from a specialist financial advisor. We will aim to ensure your financial affairs are appropriately structured and identify strategies that reflect your goals, income, tax position, salary packaging options, superannuation and risk tolerance. We specialise in the following. 

Building and protecting wealth

• Financial strategies
• Tax-effective investments – including self managed super funds (SMSFs) and property
• Life insurance and income protection

Planning for retirement

• Transition-to-retirement strategies
• Tax and contribution strategies
• Superannuation and SMSFs
• Estate planning.
• Retirement

Optimising retirement position

• Pension balance transfer cap management
• Account based pension strategies
• Intergenerational wealth transfer strategies.