Based in Sydney our team of highly experienced Financial Advisors aim to help you achieve all that’s important to you by helping you make smart decisions with your money
Blue Chip Financial is a Financial Services firm is not owned by a financial institution in part or full. Blue Chip focuses on giving you peace of mind that you are choosing a team that takes your best interests and goals as priority and key to your Financial Plan. We partner with you to help you achieve your financial goals no matter your life stage.
Since being established over 10 years ago, Blue Chip Financial has been helping clients of all ages and backgrounds achieve their financial goals.
Based in Sydney, our team of savvy, experienced financial planners and advisors work to build personalised financial plans that create, grow and protect your wealth. We are your decision architects aiming to guide you on your path to success.
What We Do
The team at Blue Chip Financial boast years of experience and an abundance of knowledge.
We specialise in the following areas:
- Insurance in Superannuation
- Self-managed Superannuation
Blue Chip Financial isn’t your typical financial services firm.
We take pride in our values and lifestyle-based approach, getting to know each and every one of our clients.
This personalised approach allows us to create plans based on YOUR needs, wants and expectations.
Say goodbye to standardised, pre-determined products and programs. We rely on our expertise, effective communication and innovation to build tailored financial plans.
Filled with complex terms and concepts, financial planning can be overwhelming and daunting. We take on you on the journey with us, explaining everything step by step.
You can expect us to:
- Help you to understand your current financial situation
- Work with you to set clear and attainable goals
- Develop strategies, actions and investments to achieve the goals
- Regularly communicate with you about your financial performance
- Provide ongoing coaching, guidance and advice.
Free First Consultation
Need help deciphering technical jargon? Want a personalised, friendly service from experts that you can trust?
At Blue Chip Financial, we aim to put you in the driver’s seat, helping you to take control of your financial future.
Contact us today for a free consultation – it’s time to make a change.
Why Choose Us?
Our mission is to be your trusted advice team:
- helping you build wealth and save tax
- helping you make smart decisions about money
We will create and maintain a clear financial plan for you
- Where you are now – a crystal clear picture
- Where you want to be – clearly defined goals
- The strategies, actions and investments to get you there.
We provide ongoing coaching, mentoring, advice and administrative support
- To make sure you continue to take the right actions and decisions
- To make you accountable to yourself to achieve your goals
- To make you financial success easy
We keep up to date with all the complex information in the investment, super, economic, insurance and tax world…………………………………………so you don’t have to!
To learn more on how we can help you contact us today for a FREE Consult with an expert Financial Advisor