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.
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.