We believe the best way to support our advice partners is by servicing their clients with the same level of care and expertise they do.
We are proud to be the trusted advice partner of accountants, lawyers, general insurance brokers and other advice professionals.
Since opening our doors in 2006, we have collaborated with many professional firms to provide their clients with comprehensive financial advice services, including:
- Strategic financial planning
- Personal, business and group insurance
- Estate planning; and
- Business succession.
“The Blueleaf Consulting team have a great culture. They make an effort to get to know and understand their clients they meet and discuss issues face to face. They make contact often and provide information that makes sense. But what is so great is the team go into battle when it is time to make a claim. It does not matter how small the claim the team will do their best for our clients and our team.”
Director, Boyce Accountants
"We refer to Blueleaf Consulting because we only want our clients to work with Advisers we can trust to look after them. Blueleaf provide a personalised service that our clients expect & deserve.”
Partner, Page Harrison and Associates
“We have been referring our clients to Blueleaf Consulting since 2009. Over this period, we have seen first-hand how Blueleaf provide value. Blueleaf are not only experts at advising on the most appropriate risk management program for an individual or business, they also get actively involved during the claim making process. We would have no hesitation in recommending Blueleaf Consulting.”
Director, Thomas Hopper and Partners
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Gallagher Benefit Services Pty Ltd ABN 49 611 343 803 an Australian Financial Services Licensee (AFSL 488001)