Financial Advisory

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Wealth Creation

You’re young, have started your career, and are starting to earn a decent living. Have you thought about the long term?

Having been issued with our own Australian Financial Service License (Licence No. 411846) by the Australian Securities and Investment Commission, our team of highly trained and specialist advisors are able to develop customised solutions that will set you on your path to financial freedom.

Wealth Creation involves careful investing into growth assets over a period of time in order to achieve financial independence and peace of mind.

When thinking about creating wealth, it is important to understand:

  1. What investments are available
  2. What level of investment risk are you prepared to take
  3. What is your anticipated time horizon
  4. the different taxation treatment associated with each strategy

A Financial Plan can help you achieve a clear direction and will take into consideration your current situation, goals and objectives, and change in line with your future circumstances.

A Financial Plan in essence is your road map to success.

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Financial Planning

Bluewater Financial provides a wealth of tax planning and advice to ensure that you maximise your financial wealth and wellbeing. Some aspects of financial wellbeing are outside our scope.

Financial Planners provide advice on the management of your financial resources and investments.

Bluewater Financial has relationships with highly respected financial planners and can connect you with a professional to ensure you receive the best advice. These financial planners will be fully licensed financial advisers that specialise in providing advice in areas of retirement planning, investments and portfolio construction. Their approach is to provide clients with relevant advice while focusing on educating the client throughout the advice process.

Talk to us about your requirements so we can provide you with the best information on how to proceed.

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SMSF

Self Managed Superannuation Funds continue to be an attractive investment vehicle for retirement and wealth creation.

A self managed superannuation fund can have up to four members, all of whom must be trustees, and all trustees must be members.

Why?

  1. Full control over your assets
  2. Investment choice and flexibility
  3. Tax effective
  4. Cost effective
  5. The ability to work closely with a trusted adviser for individual attention and advice
  6. The ability for the SMSF to borrow to invest in property
  7. Protect assets from bankruptcy

What can an SMSF invest in?

  1. Property
  2. Shares
  3. Managed Funds
  4. Cash, Term deposits, Fixed Interest
  5. Art, Collectibles
  6. Derivatives
  7. Structured Products
  8. Protected Investments

By establishing an SMSF and working closely with your Bluewater adviser you can benefit from the following:

  1. Cost effective fund set up and management
  2. Personalised Strategic advice
  3. Compliant administration
  4. On-going reporting

Before you decide to set up a SMSF there are a number of decisions to make. We can walk you through all the options. So if you’re considering a Self-Managed Super Fund, it’s time to talk to us.

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Bluewater Financial Group

We are a boutique financial advisory practice privately owned providing advice to a range of clients across Australia. Bluewater Financial Group provides a personalised professional service & promptly responds to their clients ever changing needs and requirements. Many of our clients have been associated with our practice since the beginning and continue to enjoy both a business and personal relationship. Our clients consist of private Individuals, self employed professionals, corporate executives, SME business owners, private and public companies. At Bluewater Financial Group we effectively partner with our clients for the long term and are in essence stakeholders in their prosperity.

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