Blue Harbour Financial Partners - Financial Planning and Advisers

Plan

Planning shores up your financial future. Taking a step-by-step approach with your financial plan ensures you’re always in control of growing your wealth and can maximise the assets you have.

Build your step-by-step plan to prosperity
Seek expert advice on how to achieve your goals

Grow

It’s never too late to grow your wealth. Work towards achieving your dreams for financial independence.

Build on your superannuation fund
Expand your savings and investment portfolio with tailored advice
Explore tax effective wealth creation

Protect

Deploy safety measures to safeguard your assets and your lifestyle for yourself and your family. Insure what matters to you.

Provide protection with Life insurance
Safeguard your lifestyle with Trauma and Income Protection Insurance
Plan your Estate

Retire

Plan for a future you’ll enjoy. Live your golden years in prosperity and comfort.

Arrange your superannuation
Understand how to maximise your aged pension or navigate Centrelink
Prioritise your aged care and make your assets work for you

How we can help

Blue Harbour Financial Partners are here to support you in taking charge of your own financial future. We’re here to hold your hand to ensure life’s big moments go smoothly – from purchasing a house, to receiving a windfall or retiring, we provide unique strategies and action plans to help you to build up your tomorrow.

Perhaps you’re looking to PLAN your financial future. You’re not sure where to start with consolidating your super or how best to save you hard earned money. You know where you’d like to end up in retirement, but aren’t sure how to sail to your destination.

We help you to analyse your current financial situation, develop your financial goals, and create an action plan to ensure you see a return on every dollar you save in super or invest into savings.

GROWING wealth is a common goal but this doesn’t happen by chance. It requires a well thought out, clear and focused strategy to focus on the right superannuation fund and expand your investment portfolio. With financial markets constantly shifting, it can be hard to self-manage your funds or savings and understand where to get started.

Seek help to manage your financial future.
Tomorrow doesn’t need to be uncertain.

Enjoy bespoke advice with expert Financial Planners, to guide you safely into harbour with your finance and assets.
Call us today on 07 3821 1161 or fill in your details below:

Services we specialise in

Superannuation

Saving & Investing

Life Insurance

TPD or Trauma Insurance

Income Protection

Estate Planning

Stockbroking

Managed Funds

Aged Pension

Business Insurance

Listen to what our clients have to say

I have the utmost confidence in any advice we have received from Lisa. She is easy to talk to, and has a good, broad knowledge of things that are relevant to my wife and I. Most importantly, I trust Lisa, and I have no hesitation in adhering to any strategies/changes she proposes.

Very polite and knowledgeable. Kevin has helped us out with our super and insurances. Our super has definitely been well managed making more money with him then through previous funds. Always happy to listen to what you have to say. I would highly recommend.

Leonie has given me more options than I thought I had with my account and set me up for the future. This I am grateful for making it clear all the details as succinctly as possible and am kept up to date regularly with changes to the new regulations and government requirements. I would give Leonie my endorsement and recommend that you ask Leonie for advice. A grateful client.

Leonie has been our adviser since we moved back to Brisbane. Her professional, honest support in our financial matters has taken a lot of stress off our shoulders. We have full confidence in her ability to manage our portfolio. Whenever we have needed additional advice, questions or actions Leonie and her office staff have been prompt and taken care of all our needs.

Navigating your financial future