WEALTH MANAGEMENT

SMSF’s Retirement Planning • Investments Cash-Flow • Gearing

SMSF’s
Retirement Planning
Investments
Cash-Flow
Gearing

We believe helping you achieve your best financial future starts with really getting to know you, and then creating an investment strategy that keeps up as your life changes.

The Blueleaf way

Our specialist team can develop a wealth management plan that suits where you are now, and confidently takes you to where you want to be.

Combining their extensive knowledge with your financial aspirations allows our experienced advisors to create a comprehensive and strategic investment plan – just for you.

We help you by

  • Capturing your vision for your financial future
  • Assessing your attitude towards risk and return
  • Simplifying complex investment strategies
  • Keeping you informed of changes in market conditions
  • Specialising in SMSF, retirement planning, wealth accumulation, cash-flow management and gearing services; and
  • Providing a transparent fee-for-service structure.

“I have been a client of Blueleaf Wealth Management during a period of significant financial uncertainty in my career that required objective judgement and clear headed advice.  Benn has provided me with such counsel and has assisted me to plan strategically with an impressive level of ongoing client support.” 

DAVID REID

Our investment philosophy

While our wealth management plans are highly personalised, there are five key principles which underpin each plan:

  1. Time in the market and not timing the market.
  2. The power of diversification.
  3. Past performance is not an indicator of future performance.
  4. A disciplined approach to investing is key to long-term success.
  5. Risk and return are related.

“Benn Furlong has provided me with an extensive planning service that has protected and enhanced my holistic interests, while educating and supporting me through the engineering and execution of some complex needs. By working closely with my accountant, Benn has ensured these needs have been satisfied and corporate structure and governance systems are designed to the highest standard.”

JAMES LYONS

Talk with us today

We’re confident we can help you to create your best financial future.
Talk with us today to find out how.

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.