Have a Plan, Review Your Plan

Financial Planning

What is Great Financial Planning?

As life changes, so too will your plans. While they can indeed change, Financial Planning is all the more critical to help create and achieve some important financial goals. As we like to say…Balanced Money. Balanced Life.

When you update with your Bluechip Advisor once a year, it helps you stay on track to meet your Financial Planning Goals and to know that you are optimising your finances.

Robust Financial Planning involves spending time with an experienced financial planner, looking at your financial needs, goals and wants in life. Then planning what you need to do to make it happen across a range of potential situations. Financial Planning is not a once-off exercise.

With Bluechip, you have an expert Financial Partner to support and guide you throughout the years.

 

A Financial Ally, if you like.

  • Your Personal Financial Goals Your life goals are always at the heart of your financial plan. Our recommendations and proposed solutions are solely focused on your objectives.
  • Financial Protection For All Protecting your family and/or business against unforeseen risks achieves invaluable peace of mind.
  • Tailored Investment Solutions Your investment strategy reflects your appetite and capacity for risk, your time horizons and all opportunities for tax efficient returns.
  • Whole of Life Planning Your financial plan addresses your objectives for all of your life and great Investment Management continues long after you actually retire.
  • Tax Efficient Wealth Transfer In time, you will want to transfer your wealth to loved ones. Tax efficient wealth transfer strategies are a key cornerstone to a strong financial plan.

 

As a customer of Bluechip for over 12 years, I can always trust David and his expert team to come up with a plan that’s tailored to suit my needs. My yearly financial review puts my mind at ease as I know I’m on the right track with my finances. If you, your family or business require solid financial guidance, Bluechip is my recommended trusted advisor.

P. Cody, 2021 

I know that I can get in touch with Bluechip at any time with any financial queries I may have, but what I particularly appreciate are the regular policy reviews with my advisor. This has been extra important during the past 12 months of uncertainty. Being able to update with my advisor, by phone or through Zoom, has been very reassuring. I always feel we are getting relevant advice that keeps our retirement and financial plans on track!

C. Dooge, 2021

I have been both a personal and business customer of Bluechip for nearly 10 years. They are, first of all, a very ethical company which is number 1 when it comes to financial matters. They also have the expertise to recommend what will deliver the best outcomes for the customer.

M. McGowan, 2021 

Of course, a regular financial review makes complete sense but I never felt like it was a priority. That is until I experienced my first Bluechip financial review. Now it’s an appointment I would not miss. The insightful questions around my personal financial objectives were really thought-provoking and the Bluechip financial plan gave me great advice, access to some new financial products I hadn’t heard about and some very welcome savings. I now wouldn’t be without my up-to-date financial plan.

A. McDonogh, 2021

 

My relationship with my Bluechip Advisor is what I value the most. In between my regular reviews with Hubi, I know that I can get in touch with any queries or concerns I may have. As my own situation changes throughout the year, I can always update with Bluechip about my policy values and any decisions I may need to make. I couldn’t recommend Bluechip enough!

P. McDowell, 2021