Blue Financial Ballarat | Retirement Planning - Ballarat Central, Victoria

Blue Financial Ballarat | Retirement Planning

Blue Financial Ballarat es una empresa de planificación financiera con sede en Dana St, Ballarat Central VIC 3350, Australia. Esta empresa ofrece servicios de planificación financiera para ayudar a sus clientes a alcanzar sus objetivos financieros.

Especialidades

• Financial planner

Blue Financial Ballarat cuenta con una experiencia y conocimiento en el área de planificación financiera, lo que le permite a sus clientes tomar decisiones informadas sobre su futuro financiero.

Otros datos de interés

• Apuntamientos en línea
• Servicios en sitio
• Estacionamiento para vehículos con acceso peatonal
• Acceso peatonal a la entrada
• Toiletas accesibles para sillas de ruedas

Se recomienda hacer un cita previamente para asegurar el tiempo del cliente.

Opiniones

Esta empresa tiene 54 reviews en Google My Business.

El objetivo de Blue Financial Ballarat es ayudar a sus clientes a alcanzar sus objetivos financieros de manera efectiva. Ellos ofrecen servicios personalizados y de alta calidad para satisfacer las necesidades únicas de cada cliente.

Según los comentarios de los clientes, Jarrod ha sido extremadamente útil y ha explicado cada paso con claridad, ayudando a los clientes a planificar su estrategia para alcanzar sus objetivos financieros.

Los clientes satisfechos se mantienen en contacto con el equipo de Blue Financial Ballarat para seguir adelante con sus planes y recibir orientación en el camino.

Características

Blue Financial Ballarat cuenta con un equipo de expertos en planificación financiera con amplia experiencia en el área.

Ellos ofrecen servicios personalizados para ayudar a los clientes a tomar decisiones informadas sobre su futuro financiero.

Ubicación

Blue Financial Ballarat tiene su sede en Dana St, Ballarat Central VIC 3350, Australia, lo que la convierte en accesible para clientes de toda la región.

Información recomendada

Para obtener más información sobre los servicios de planificación financiera de Blue Financial Ballarat, visite su sitio web en bluefinancialballarat.com.au o comuníquese con ellos para programar una cita.

👍 Reviews of Blue Financial Ballarat | Retirement Planning

Victoria W.

5/5

Initially I was nervous having not great experiences with other FA. Jarrod has been fabulous, thoroughly explaining every step and planning a strategy to help us reach our goals. Follow up appointments have been fruitful and to the point. Cannot recommend Blue Financial highly enough. Feeling so much better about our future

Joanne K.

5/5

When I first began thinking about retirement, I had no idea where to begin. I approached Jarrod at Blue Financial Ballarat. His advice and professionalism has allowed me to retire from full time employment. Using my superannuation that has been invested with a company who has my best interests at heart. I can now live life how I wish, without the financial burden,
Thank you, Jarrod.

Chris S.

5/5

Chris was more than happy to chat with us over the phone and then have a meeting in person. He helped us get a clearer understanding of our finances and cut out lots of the confusion so we could have a better understanding of our long term goals. I know he will happily have another chat if we have any further questions.

Anthony T.

5/5

Have sought advice on numerous occasions from Blue Financial and received excellent advice provided by Jarrod. Very easy to understand planning advice with detail that provides great comfort in retirement planning. The service can't be faulted. Timely reminders, emailed education video, personalised video advice and meeting summary notes all provided. Thanks Jarrod

Mark W.

5/5

My wife and I are very pleased with the service Blue Financial has provided us. Offer a wide variety of services depending on how you want to progress your super funds. We highly recommend Blue Financial for retirement planning

Jerry V. D.

5/5

I was able to retire earlier than expected after working with Jarrod to sort out my finances. Jarrod provided great advice and support in my transition and in setting me up for retirement. I feel comfortable with my decision and confident that in working with Jarrod, I have a healthy financial future. I don't hesitate in recommending Jarrod and Blue Financial for great retirement planning and advice.

Peter W.

5/5

My husband and I went to see Jarrod at Blue Financial regarding our retirement plan.
We were both a little apprehensive about the meeting. We found Jarrod very approachable and easy to talk to. He was able to explain everything clearly and was obviously very knowledgeable. Jarrod answered all the questions we had and made the whole process stressless. Jarrod has always made himself available to answer any queries we had. We would recommend Jarrod and Blue finance to anyone considering seeing a financial advisor.
Thank you Jarrod for putting our minds at ease and making this entire process easy.
P&C Wallace
😊

Leanne W.

5/5

Jarrod was very professional, helpful and made me feel at ease with the questions I had about my current and future retirement plans. I came away from my free appointment with him feeling more at ease knowing the direction I am heading. I would certainly use his services if I was in a position to invest money.