Blue Tree Financial Planning Brisbane - Lutwyche, Queensland

Lori R.

Kathy was a godsend during our recent experience navigating a Trauma claim. Her wealth of knowledge, experience and advocacy was second to none and we would not hesitate in recommending her to others if they need someone in their corner. Thanks Kathy!

Deborah K.

Matt Scherhag was recommended to us by family and have found Matt and his team to be polite informative and made us feel very comfortable.

We have had a few visits with Matt now as he walked us through the mine field of retirement.

So much so that Greg and I are looking forward to taking the next scary step into the unknown with Matt and team at the helm.

Would recommend Blue Tree Financial Planning Brisbane and in particular Matthew Scherhag to anyone who is beginning their journey into Retirment.

Belinda W.

This small local team are brilliant at their job and at providing outstanding customer service. We didn't think we had enough money to engage a Financial Advisor, let alone implement a financial plan for retirement, but after initial free consultations we were convinced we had to proceed. The recommendation plan they put in place not only assured us that our future was financially secure, but also that we could retire earlier. The follow up and implementation of the plan has been seamless and thoroughly professional. I would recommend anyone considering retirement to give them a call and set up a free consultation. You won't regret it ! Bluetree rate 10 out of 10 by us.

David B.

Kathy has been a great assistance in getting our TPD claim approved. Without the support and guidance I’m not sure what the outcome would have been. She has certainly alleviated some of the stress and complications that have arisen during this year long process and guided us through the entire process.

David S.

I’m an accountant who asks hard, technical questions. Daniel Nadal didn’t dodge a single one. From my first onboarding in October to a top-up this July, the process was tight, transparent, and handled end-to-end without drama. He’s approachable, prepared, and genuinely knowledgeable—no sales fluff, just clear advice, clean execution, and timely follow-through.
What stood out:
Fees and recommendations were explained in plain English, with rationale and options.
Paperwork and transfers were coordinated efficiently; I wasn’t left chasing anything.
Risk profile, drawdown needs, and tax considerations were addressed up front.
Communication was proactive—questions answered promptly, with numbers when needed.
No product pushing; the portfolio logic came first, and it made sense.
If you’re a 65-year-old preparing for retirement and want an adviser who listens, answers tough questions, and gets things done, I’d strongly recommend Blue Tree Financial Planning—and Daniel Nadal in particular. It’s been professional, disciplined, and effective from day one.

Allan G.

Dan was friendly, professional and understanding of what advice we required. He really took time to get to know us and provided very detailed advice.

Darlene R.

Moved from a large financial company who just didn’t care. We have been very happy with the team at Blue Tree Financial Planning. Our portfolio has grown and the team are prompt to follow up with action required.
Definitely recommend.

Andrew R.

I recently had the pleasure of working with Kathy at Blue Tree Financial Planning while navigating a life insurance policy claim, and I cannot recommend her highly enough! From the moment we connected, Kathy was incredibly knowledgeable, compassionate, and supportive. She took the time to explain the entire process in detail, which eased my concerns and helped me understand what to expect every step of the way.

Kathy’s attention to detail was impressive; she ensured that all the necessary documentation was in order and provided valuable insights that made a potentially overwhelming situation much more manageable. Her proactive approach kept me informed and reassured throughout the process.

What truly stood out was Kathy's genuine care for my circumstances. She listened attentively to my concerns and went above and beyond to ensure that my claim was processed smoothly and efficiently. Thanks to her dedication and expertise, I felt confident and supported during a challenging time.

If you’re looking for someone who truly cares about their clients and excels in their field, look no further than Kathy at Blue Tree Financial Planning. Her assistance made all the difference, and I’m grateful for her help!