Blue Chip Wealth Management Pty Ltd advisers have been providing prestige financial planning services to Australians and ex-pats around the world for over 30 years. Clients seem to like us because we not only deliver solutions to their financial issues, but also because we simplify financial matters, making them easy to understand.
Blue Chip team's skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that our solutions are specifically tailored to you. Q: Looking back, what have been the most valuable 3 aspects of our business relationships for you?
Blue Chip team's skills and success enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that our solutions are specifically tailored to you. Q: Looking back, what have been the most valuable 3 aspects of our business relationships for you?
Services
Graham is the Principal and Sub-Authorised Representative (232476) of Blue Chip Wealth Management Pty Ltd. With over 30 years' experience in the financial services industry, Graham is a master at describing complex financial concepts and clients trust his knowledge in the areas of wealth creation, debt reduction, wealth management and wealth protection strategies.
The only thing you may have in common with others is that you either have a nest egg of anywhere between $250,000 and $10 million, or that's what you want and are willing to take action to get it. Generally, to achieve financial independence you need a plan. This can be tailored for specific needs such as combining multiple superannuation funds, setting up income insurance or more usually a comprehensive plan.
We only want committed, confident individuals who are willing to drive change. A passion to improve the way we do things, to help build the business and to provide top client service are all attributes of a Blue Chip team member. No single client will transact business with us, nor will we accept clients to Blue Chip if there is no mutual trust in our relationship or business dealings.
In 2011, I crossed paths with Graham via an unrelated phone call. As it happened, I was in the market for insurance (being recently married) and so it was great timing. I'm generally quite sceptical when it comes to insurances or investments, and would consider myself a low risk taker. After some friendly persistence from Graham, my wife and I agreed to take out insurance covering all angles, including losing a job, disability and death.
A budget is one of the best and most practical tools to help you manage your finances and unburden your life so that you can achieve things that are really important to you! Reviewing your budget regularly, at least annually, will help to keep your spending and savings on track, as well as keep you focused on your goals and dreams.
Reviews
Be the first to review Blue Chip Wealth Management.
Write a Review
