WHAT WE DO

At Bluewood, you’re in control.

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 answer all of this and more, giving you the control and financial confidence you need to transition into a great retirement, enjoying all the things you’ve worked hard for.

We put you in control, with a plan for the future. If you’re retired, you’ll want to:

  • Make sure you have income for living expenses and luxuries;
  • Get the most out of your tax and social security entitlements;
  • Make sure your assets, especially Super, are invested properly; and
  • Make sure that your beneficiaries are properly protected.

Our advice covers all this and more, giving you the control and financial confidence you need to enjoy life.

Once retired, we help you manage your money.

You have access to great products and services.

Although Bluewood is a boutique company, we are connected locally and nationally – ensuring that you have access to great services and products from established providers.

We put you in control, providing you with individual, tailored advice that meets your needs. You deal with us personally, rather than with a call centre or a branch. On your behalf we access the services and products of some of the largest names in the industry.

BLUEWOOD

Where you're in control.