Financial Planning Services Tailored For You

WE HELP YOU – Narrow the Gap Between Your Current Life and Your Ideal Life With Insightful Financial Planning in Victoria Point and Surrounds!

ASK US HOW  –  To Achieve A Comfortable Retirement, Maintain Greater Control of Your Finances, Avoid Bad Investment Decisions, Put Life First With Goals-Based-Advice, Get On Track & Stay On Track!

OUR MOTTO – If Your Objective Is To Retire Comfortably, We Guarantee You Smart Retirement Planning in Brisbane That Works or Your Money-back!

The BlueDiamond Difference

Blue Diamond Financial is a financial planning company serving Victoria Point, Redland Bay and other suburbs in Brisbane. Our company was built on solid foundations with a commitment to providing meaningful customer service, clear and easy to understand communication and peace of mind. With our trusted financial planning services, Australians of all ages and circumstances will have the confidence to work towards a financially secure future.

Blue Diamond has no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.

Blue Diamond uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.

The founder of Blue Diamond has 25+ years of experience in the finance industry. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.

Top 3 Financial Advisors on Tradebusters Connect

Blue Diamond is an Accredited Business featured among the top 3 financial advisors on Tradebusters Connect

6 Steps to Successful Investing

Build Wealth with Our "6 Steps to Successful Investing"

Fill out our form to receive the 6 Steps to Successful Investing video. With this guide from our financial planners in Brisbane, you will ultimately turbo-charge your wealth, and avoid the pitfalls that most investors experience. Time is the most important factor when it comes to building your wealth so don’t delay.

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OUR FINANCIAL PLANNING SERVICES

If you need financial planning or retirement planning in Brisbane, Blue Diamond is a cut above the rest.

Plan

You need a retirement financial planner in Brisbane or financial planning advisor to help you see the whole picture and get from where you are to where you want to be.

Invest

Minimise risks and invest confidently with proven methods and not speculation for high returns in an unpredictable market.

Protect

From Victoria Point to Redland Bay, our financial planners will help you find affordable insurance to protect you, your family, and your assets.

Second Opinion

Have questions about your current financial plan? Speak to a Blue Diamond financial advisor in Brisbane to clarify your goals, investment policy, and more.

Video Library

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BDF - 30 Sec Explainer Video

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Retirement Planning

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Saving Goals

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You Need To Know

About Blue Diamond

Blue Diamond Financial is a boutique financial planning services company and retirement financial advisor in Victoria Point. Our owner, Martin Cossettini, established Blue Diamond Financial with the vision of helping individuals, familie’s and business owners like you achieve their wealth goals.

Latest News From Blue Diamond Financial

Why Evidence-Based Investing Makes a Difference: Insights from a Brisbane Financial Advisor

Have you ever felt your financial decisions were swayed by headlines or market noise? Many investors react emotionally, only to regret it later. A seasoned financial advisor knows this cycle well and offers the […]

Why Local Expertise Makes All The Difference When Choosing A Financial Planner In Redland Bay

Wondering if a financial planner in Redland Bay is right for you? These seven reasons make the answer clear. Choosing boutique financial planning in Redland Bay means working with someone who understands your community […]

The Best Investment Options For Retirement In Australia

Many people make the mistake of thinking that planning for retirement is just about saving enough. While saving is indeed a core part of it, wisely chosen and well-timed investments are what will make […]

TESTIMONIALS FROM OUR CLIENTS

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Free 5-Min Financial Health Check

Try Our Free Online Financial Tools. These tools are precisely calibrated to prove you with important insights about your financial health

Contact Us

Not sure where to start? Fill our contact form and we’ll get back to you. You can also chat with us by clicking on the chat icon below

QUESTIONS? CHAT WITH US

We are here to help. Schedule a free appointment with financial planning advisors in Brisbane, & we will help you with your financial needs.