Our primary objective is being able to help our clients with their finances and put them in a better position as a result of our advice. We believe we can do this by:
- Providing you cost-effective advice. We believe the cost of advice across the industry is becoming far too expensive. - Providing you a personal service. Advice delivery is becoming less personal. We value being able to sit in front of our clients. - Understanding what is important to you and providing objective advice to help you achieve your goals. - Establishing an ongoing partnership with you. Being able to meet periodically is important to make sure you are on track.
We can help you with:
Budgeting & Cash Flow management
You can learn more about us by using the menu above.
General Advice Warning: The information contained within this web site is general advice only, prepared without taking into account any of your individual objectives, financial situation or personal circumstance. Before acting on the advice contained within, you should consider the appropriateness of the advice, having regard to your own individual objectives, financial position and personal circumstance.
Australian Financial Services License Details: All advice and services provided are done so as Corporate Authorised Representative (1277147) & Authorised Representative (409285) of Bluewater Financial Advisors Pty Ltd (Australian Financial Services License number 411846)