Who we are
We’re financial planners who are focused on helping our clients to identify their personal goals and develop a clear plan to achieve them. With the right strategy our clients are put in the best position to live their best lives.
Everyone in our qualified and experienced team cares about our clients and seeks to provide the utmost service. So how do we do it?
We listen. With you and your goals at the heart of what we do, our first step is simply to ask you what’s important to you, what gets you out of bed every day and where you want to be. We take the knowledge we gain through our conversations with you into everything we do.
In changing times, tax, investing, super, insurance, and estate planning become increasingly complicated. We give our clients clarity among the complexities of the financial landscape to help them navigate it more effectively.
We value our clients’ trust and endeavour to build meaningful relationships with them. We would love the opportunity to do this with you.
To find out more, see what our clients have to say about working with us, or call to trial it yourself.
Our financial planning expertise
With the right financial foundations in place, we believe the path to your goals becomes clear. Our financial expertise will help you along the journey to a place where your finances are easy to manage, and every dollar is working as hard as possible for you.
At Mybluesky, the way we structure our advice to do this, is centred on the following guiding principles.
Putting you first
We have a broad range of expertise in-house and strive to be flexible in meeting our clients’ needs. We always put you and your personal goals at the heart of what we do.
Engage, educate, empower and enable
With our financial expertise we seek to engage, educate, empower and enable you to do the things that you want to do, whilst maintaining a high standard of relational and professional service.
We believe in transparency and are open in our communication of complex strategies as well as any costs that might be associated with our services. We use our knowledge, skills and expertise to act in your best interests when giving personal advice and always respect our clients’ privacy and wishes.
Simplicity is key
We will always investigate exactly what matters we are dealing with when we provide our clients with personal and financial advice. We’ll see where you're spending and saving. We can also check how much money you may have for retirement, and explore your estate planning options.
Then we’ll do what we can to uncomplicate your finances by reducing your financial paperwork and helping you consolidate things. It's that simple.
Making the most of every dollar
You work hard for your money, so it should work hard for you too. Putting realistic strategies in place and sticking to them will help your dream come alive over the long term.
Meet our team
Our team is known for their commitment to our clients and willingness to go the extra mile to provide a quality and professional service. We pride ourselves on the long lasting relationships we have developed with our clients over the years and our ability to make people feel welcome at each of our two locations. By taking the time to get to know our clients over a coffee and hearing their stories, we can tailor their experience and our advice to truly suit them.
Our team consists of five experienced and qualified people in the role of Adviser & Coach, an Advice Mentor, three Client Services Officers, an Executive Assistant, Operations Manager, Senior Technical Coordinator and Marketing & Communications Coordinator.
Practice Manager, Senior Adviser
Authorised Representative of Charter Financial Planning