Blue Harbour Financial Partners

15/03/2024

Supercharge Your Retirement: Essential tips for managing Your Superannuation Fund after retirement. Explore your options today!

If all has gone according to plan, you’ll have enough super to live comfortably in retirement. But there’s more than one way that super can be paid out, and what you choose to do with yours can make a big difference.

20/02/2024

🌟 Attention all seniors and retirees! 🌟

Navigating the world of Aged Care can be overwhelming, especially when it comes to understanding the financial aspects and how it might affect your Centrelink Age Pension. But fear not! Blue Harbour Financial Partners is here to help you sail through these waters smoothly.

Meet Andrew Taylor, our seasoned financial advisor, who specializes in guiding seniors through the complexities of Aged Care expenses and pension implications.

Whether you're just starting to consider your options or you're knee-deep in the process, Andrew is ready to provide personalized advice tailored to your unique situation.

Don't let uncertainty hold you back from making informed decisions about your future. Reach out to Blue Harbour Financial Partners today to schedule a consultation with Andrew and take the first step towards securing your financial well-being in Aged Care. Your peace of mind is priceless, and we're here to ensure you have it. 💙



https://blueharbour.com.au/about-blue-harbour/andrew-taylor/

Blue Harbour Financial Partners and its advisers are Authorised Representatives of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190

Andrew Taylor has a passion for helping people into retirement and maximising their opportunities in the golden years of life.

13/02/2024

Planning ahead for your legacy? Avoid these 5 pitfalls when considering an early inheritance for your loved ones. Your financial future and family harmony matter. Let's chat about securing both.

An early inheritance can make all the difference in your child’s life, but there are plenty of issues you’ll need to be aware of before parting with your cash.

28/04/2022

With all the recent headlines about costs of living, political uncertainty and a pandemic that is far from over, it’s not surprising that many Australians are feeling uncertain about what the future holds.

Here we overview the facts about retirement, and the steps you need to take as you navigate your way to your retirement of choice.

Here we overview the facts about retirement and the steps you need to take as you navigate your way to your retirement of choice.

26/04/2022

When it comes to planning your retirement, there’s no rule that says you have to retire by a certain age.

Depending on your situation, there are a range of factors that need to be taken into account – and timing it right is crucial.

Read more: https://bit.ly/39h24B7

21/04/2022

Even if you don’t always agree on money matters, sharing your personal experience with younger relatives can be worthwhile.

In particular, if you have benefited from receiving professional financial advice, discussing the value of ‘advised’ decision making can be valuable.

Read more: https://bit.ly/34zt0tW

19/04/2022

At Blue Harbour Financial Partners, we guide our clients to select the insurance that's right for them, depending on their stage of life and individual circumstances.

We advise our clients on a range of available products, including life insurance, trauma insurance and income protection insurance.

Find out more about our services here: https://bit.ly/3qUiFzo

14/04/2022

From the team at Blue Harbour Financial Partners, we wish you and your family and safe and happy Easter weekend.

12/04/2022

If you’d like to keep more of your hard-earned income, now is the time to consider end of financial year tax planning strategies.

Planning ahead for tax time can help you to only pay as much tax as necessary (no more and no less) and boost your personal wealth.

Scheduling a catch up with your financial planner can help you identify strategies that can be implemented before 30 June.

Please contact us at Blue Harbour Financial Partners on 07 3821 1161 or email [email protected].

07/04/2022

Many of our clients tell us they want to grow their personal wealth, but aren’t sure how to get started.

The key is to commit to regular investment, however small that amount is.

Blue Harbour Financial Partners can help you create a robust plan tailored to your goals and appetite for risk, to provide you with the best chance of steady and consistent growth in your portfolio.

Find out more: https://bit.ly/33Vchkb

05/04/2022

Andrew Taylor is a Financial Adviser at Blue Harbour Financial Partners, with extensive experience in portfolio management, strategic financial advice and the use of platform investment services.

He enjoys supporting his clients to make their own robust financial decisions to support them to retirement.

Find out more about Andrew: https://bit.ly/3y9Nbb8

04/04/2022

In this video, Blake Roberts, CFO of Blue Harbour Financial Partners, provides an update on the 2022-23 Federal Budget proposals.

If you have any questions on how this may impact your financial strategy, please contact our office on (07) 3821 1161 to book a phone appointment with your Financial Adviser.

A brief update on some of the Federal Budget proposals which may affect your financial strategy.Please contact our office on 07 3821 1161 if you wish to disc...