Your Situation

Our clients are busy people across Sydney. Some are employees, some are employers and some are retired. While they’re all complex individuals with different goals, incomes and lifestyles, they all share one thing in common – they delegate to us so they can focus on what is really important to them.

We identify ways to maximise rewards from your existing financial resources. Our strategic financial planning services can help with the following:

  • checkmark All aspects of superannuation and retirement planning
  • checkmark Access to Centrelink entitlements and other social security benefits
  • checkmark Advice with redundancy
  • checkmark Evidence based investing
  • checkmark Advice on asset ownership structures
  • checkmark Minimising capital gains tax on the sale of assets
  • checkmark Risk review
  • checkmark Cash flow, budgeting and debt management
  • checkmark Business valuation assessments
  • checkmark Business management issues
  • checkmark Business succession planning
  • checkmark Establishing charitable trusts and foundations
  • checkmark Advice and quoting on life insurance, TPD insurance, trauma insurance and income protection insurance.

And as the investment landscape evolves and legislation changes, we aim to be dynamic. Blue Diamond looks to implement strategies that adjust to changes in your individual circumstances and the changes in the world around you.

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