Our Services – Blue Chip Wealth Management
Call for a Free Initial Consultation:
02 8188 0148 (Sydney)
0414 583 558 (Kingscliff)

Blue Chip Wealth Management offer a range of services including:

Tax Minimisation and Wealth Creation

  • Strategic advice to reduce mortgages and build wealth
  • Making the most of potential savings
  • Savings plans and guidance on budgeting
  • Strategies to reduce tax before end of financial year

Investment Strategies

  • Property, property trusts, shares, ETF’s and managed funds
  • Strategic investment to meet goals
  • Tax minimisation
  • Loan structuring advice

Risk Insurance

  • Personal life, disability and income insurance
  • Business principal(s) and staff insurance
  • Estate planning
  • Critical conditions/trauma insurance

Superannuation Strategies

  • Self Managed superannuation
  • Tax Minimisation in superannuation
  • Personal superannuation plans
  • Rollover/combining multiple superannuation funds

Retirement & Pension Strategies

  • Tax efficient retirement income
  • Retrenchment and early retirement advice
  • Superannuation and private pensions
  • Centrelink benefit optimisation

Business Services

  • Business "Wills"
  • Business principal(s) and staff insurance
  • Company superannuation and staff benefits planning
  • Key person insurance and business succession planning
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