WE HELP YOU – Narrow the Gap Between Your Current Life and Your Ideal Life With Insightful Financial Planning in Victoria Point and Surrounds!
ASK US HOW – To Achieve A Comfortable Retirement, Maintain Greater Control of Your Finances, Avoid Bad Investment Decisions, Put Life First With Goals-Based-Advice, Get On Track & Stay On Track!
OUR MOTTO – If Your Objective Is To Retire Comfortably, We Guarantee You Smart Retirement Planning in Brisbane That Works or Your Money-back!
Blue Diamond Financial is a financial planning company serving Victoria Point, Redland Bay and other suburbs in Brisbane. Our company was built on solid foundations with a commitment to providing meaningful customer service, clear and easy-to-understand communication and peace of mind. With our trusted financial planning services, Australians of all ages and circumstances will have the confidence to work towards a financially secure future.
As part of the FYG Planners Group with over $3 billion in funds under advice, we provide the technical depth required for complex self-managed superannuation and wealth strategies.
With our trusted financial planning services, Australians of all ages and circumstances will have the confidence to work towards a financially secure future.
You deserve a financial advisor in Brisbane and the Redlands Bayside area who answers to you. While the industry talks about ‘best interest duty’, true “non-bias” only happens without vertical integration or product quotas.
Blue Diamond has no ties to any bank, fund manager, or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.
Blue Diamond uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.
The founder of Blue Diamond has 25+ years of experience in the finance industry. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from financial planning services backed by a collective knowledge base.
Blue Diamond is an Accredited Business featured among the top 3 financial advisors on Tradebusters Connect. Our strategy gives you back your time so you can enjoy the coastal lifestyle without the constant stress of checking the markets.
Most people spend more time planning a two-week holiday than they do their entire post-work life. We change that by putting a financial advisor in Brisbane, Victoria Point and the surrounding Redlands in your corner to spot the tax leaks and missed opportunities that cost you in the long run.
With this guide from our financial planners in Brisbane, you will ultimately turbo-charge your wealth, and avoid the pitfalls that most investors experience. Time is the most important factor when it comes to building your wealth so don’t delay.
Blue Diamond Financial is a boutique practice led by Martin Cossettini, who brought 14 years of London investment banking expertise back to the Redlands Bayside area to serve local families and business owners.
Living along the coastal stretches of Brisbane means you value a certain lifestyle. Keeping that lifestyle intact requires a financial planner who looks at the logistics of your life and not just the numbers on a spreadsheet.
Operating from the salt-aired foreshores of our coastal hub in Victoria Point, Blue Diamond Financial delivers premium financial planning to Redland Bay, the Bayside and across Brisbane.
Our owner, Martin Cossettini, established this boutique firm as a dedicated retirement advisory firm to help individuals, families and business owners reach their long-term wealth goals.
For those who have spent years receiving generic advice from big banks, we welcome you to learn more about our approach: high-touch and personal.
Do I need a financial advisor to manage my SMSF? What’s the difference between financial planning and retirement planning? How do I stop market volatility from derailing my savings? We answer these questions and more right here in our local insights hub. Keep an eye on our news feed to stay ahead of the changes that matter to your portfolio in the Redlands and beyond.
An SMSF makes sense mostly when your super is sitting above roughly $500,000. You have to actually want to choose your own investments and you need to be okay with the extra compliance work every year.
If that’s you, we build an investment strategy that ticks the sole purpose test box, spread assets across the different asset classes inline with your risk profile assessment.
Plenty of business owners and professionals around Thornlands, Victoria Point and Redland Bay go this route because they like having that direct control with self-managed superannuation. Everything’s explained clearly on the SMSF page.
Sure. On the estate side, we cover the practical bits: binding death benefit nominations, reversionary pensions, testamentary trusts when they fit and ways to set up asset ownership that can lower future tax hits or Centrelink effects. We always team up with your solicitor for the actual legal side.
If you’re after a second opinion, we do a proper portfolio audit. We check the current asset mix, spot any unnecessary fee drag, look for tax leaks, see if insurance is missing and make sure it still matches your risk profile.
People who live near the Victoria Point foreshores or along the Redland Bay coastal areas ask for this when they’re double-checking older plans. Both are covered in the second opinion section and estate planning notes.
For one-off strategic advice, we always give you a written estimate before we start so there are no surprises.
The ongoing portfolio service works on a sliding scale based on funds under management: 0.90% on the first $350,000, then 0.80% on the next $350,000, down to 0.70% above $700,000, with minimum annual fees applying, or alternatively some clients prefer a fixed $ pricing methodology.
If anything we do doesn’t feel right to you, you only pay what you think is fair. That’s our guarantee. Any insurance commissions are shown transparently in the recommendations. The easiest way forward is a no-obligation first chat. Book that initial discussion or just call 1800 773 202 or 0498728243.
Test our free online tools to gain instant clarity on your wealth. These calculators provide the same deep insights trusted by local investors across the river-city to help you understand your current position.
Reach out to us if you are unsure of the first step. Whether you need a financial advisor in the Victoria Point hub or just a quick chat, we are ready to help when you fill out our form or click the icon below.
We are here to help. Schedule a free appointment with financial planning advisors in Brisbane, & we will help you with your financial needs.
Blue Diamond Financial Pty Ltd ABN: 82 613 543 981 is a Corporate Authorised Representative of FYG Planners Pty Ltd ABN: 55 094 972 540 AFSL/ACL No. 224543. Contact Information: Address: Suite: 703, 12 Century Circuit, Bella Vista 2153 & 2 Yasmin Ct Thornlands 4164 Qld – Phone: 1800-773202 or 0498728243 – FYG Planners Privacy Policy