To achieve your best financial future, you need to make a plan, implement it and then adapt as your circumstances inevitably change.
Blueleaf originated in 2006 when likeminded and passionate founders – Gary O’Sullivan and David Campbell – decided to combine their 30 years industry experience and create a business that offered clients a specialised advice solution to achieve their best financial future.
They turned over a Blueleaf – a new way of providing clients with expert financial support.
Today, Gary and Dave are joined by a team of equally passionate professionals, who work closely with one another to ensure their clients are at the centre of specialist advice services that can adapt to their changing needs.
To help clients achieve their best financial future, Blueleaf are committed to providing outstanding advice and premium service – and our shared values guide everything we do.
- Integrity – we do the right thing for the right reasons.
- Client focus – we always prioritise our client’s needs.
- Accountability – we take ownership and responsibility.
- Relationships – we work in partnership to achieve solutions.
- Teamwork – we are coordinated in all our activities.
“Blueleaf are a well established professional financial advisory firm that provide a unique set of specialist services under the one roof. They have a great team culture with a strong client centric philosophy and as a business they are continually focused on improving the service experience for their clients and business partners”
General Manager – Garvan MLC Financial Planning
Our team of specialists can support you with advice for every situation
Blueleaf brings together insurance, wealth management, mortgage solutions, estate planning, business succession and tax expertise – giving you access to a qualified professional, whatever your financial needs.
As the trusted partner of many accountants and lawyers, we work closely with your advice partners to ensure our recommendations are fully integrated with your existing plans.
We offer a transparent, upfront fee service which means you only ever pay for the services you need, and you can choose to engage us across one or more services, as and when you need them. Our specialist advisors help clients from all walks of life, including:
- Individuals and families
Whether you’re time poor or have a complex estate and financial structures, we can help you and your family achieve your best financial future through our comprehensive services and advice.
- Corporate businesses
We help businesses of all sizes and structures increase employee value by creating tailored insurance and superannuation solutions for their teams.
Talk with us today
Blueleaf Consulting Pty Ltd ABN 99 150 176 677 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749 an Australian Financial Services Licensee, Registered office at 105 – 153 Miller Street North Sydney NSW 2060. The product/services offered by Blueleaf Mortgage Solutions and Blueleaf Tax Advice are not authorised by GWM Adviser Services Limited and GWM Adviser Services Limited are not responsible for the products/services provided by Blueleaf Mortgage Solutions or Blueleaf Tax Advice. Blueleaf Mortgage Solutions Pty Ltd ABN 85 150 009 242 is a Credit Representative of BLSSA Pty Ltd ACN 117 651 760, Level 10, 101 Collins St Melbourne VIC 3000.