Investment Plans need to be different, because individual needs are different.
Our investment service combines all the elements that are critical to building and preserving your wealth, saving you time, simplifying your life and increasing your peace of mind. The majority of our clients seek professional advice to help maintain the real value of their investments for their longer-term future. We know that you want more predictability from your investments and therefore we place a high emphasis on getting the correct balance of risk and reward.
Bluechip Financial Consultants offers access to a wide range of investment options. Combining this with our wealth of knowledge and experience, Bluechip can get you and your money where you want to be.
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- Dream Wedding, Holiday or College Fees – when do you need access to your investment?
- Do you require a regular income – or is Capital Growth most important to you?
Whatever mix of investments you ultimately choose to put in your portfolio, you will also benefit from a regular review with your Advisor to ensure that your investment portfolio remains on track to deliver your objectives.
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