Bluewood is a boutique financial advice business, owned and operated by Phil Butterfield with offices in Golden Grove, Adelaide and Berri.
We specialise in retirement and pre-retirement planning and advice.
Bluewood is licensed through Matrix Planning Solutions Ltd which is part of the Centrepoint Alliance, a network of over 500 advisers nationally.
Bluewood has no product affiliations. We research product offerings to recommend what we believe are the most appropriate Industry Fund and Personal Superannuation products.
WHAT WE DO
We help you plan your retirement. We put you in control. If you’re contemplating retirement in the next 5 years or so, you probably have questions like:
- When can I retire – either partially or fully?
- How long will my retirement income last?
- What tax and social security entitlements are available?
- Where and how should I invest my Super?
- How do I make sure my beneficiaries are protected?
We can give you the control and financial confidence you need to transition into a great retirement, enjoying all the things you’ve worked hard for.
WHO WE ARE
Bluewood is an Adelaide-based financial advice firm with offices in Golden Grove, Adelaide CBD and Berri.
We specialise in pre-retirement and retirement advice, giving clients confidence about when and how to retire with financial security. At Bluewood, we work with you to create a plan for your future to ensure that you’re in control.
Phil Butterfield GradDipFP, ADFP, Director and Senior Adviser.
Phil has worked in financial advice for more than 35 years and has a wealth of experience. He has worked with global life insurers, big-4 banks, credit unions, Super SA and boutique businesses.
The Bluewood team bring all their professional experience to a personal, relaxed advice process.
Where you're in control.
Why Plan For Your Future?
Essentially to give yourself control and confidence. Our advice, based on decades of experience, is designed to put you in control of your money.
We work with you through each step so that you can:
Build assets in a tax-effective way either leading to retirement, or in semi-retirement, so you can generate the retirement income you’d like
Employ effective investment strategies to maintain your retirement income for the duration
Make sure your beneficiaries are properly protected
Have ready access to cash for occasional spending, such as a holiday, a new car, some home improvements or any other purpose
Get the most out of your tax and social security entitlements
HOW FINANCIAL ADVICE CAN HELP YOU
Clear, concise and effective advice from someone with expertise and experience enables you to feel in control of your money. We are your sounding board and your professional adviser, for all of the financial aspects in planning and enjoying full or semi-retirement.
We turn all of the complexity of investment, tax, social security and Superannuation into plain-speaking advice that gives you:
- a retirement income you can trust;
- the freedom to access cash lump sums from time to time;
- a long-term investment strategy to protect and grow your assets;
- access to superannuation tax and social security entitlements; and
- certainty around properly protecting your beneficiaries.
We’ll map it all out and talk you through it. We’ll keep you up to date and informed on progress over time, and we’ll meet with you personally to check-in on progress and adjust for any changes.