Convenience, control and confidence
Financial markets are complex and unpredictable. Global economies and your life are constantly changing so your financial plan needs to be actively managed. Our process is designed to be flexible and dynamic.
Blue Summit Financial Solutions has been providing advice for almost 20 years. As a privately owned business who holds an Australian Financial Services Licence, we stand apart. Our advice is valued by our clients.
Financial planning is different for every client. Individual circumstances demand individual plans. Our commitment is to deliver the right kind advice for you. We create tailored strategies, flexible enough to take advantage of the changing financial environment.
Ben Graham is a representative and Director of Blue Summit Financial Solutions (ABN: 25 166 817 380) which holds its own Australian Financial Services Licence #412370.
Blue Summit Financial Solutions operates like most accountants and solicitors, on a fee for service model. This means you achieve total transparency and value for money.
Financial markets, investment research and legislation constantly change. Our ongoing professional relationship will help you successfully navigate this. The cost for our service is determined by the complexity of your situation.
Call Blue Summit Financial Solutions today.
Blue Summit enquiries
Call 1300 BLU SUM (1300 258 786) or email office@bluesummit.com.au